EWA
UNTY icon

EverSource Wealth Advisors’s Unity Bancorp UNTY Stock Holding History

EverSource Wealth Advisors’s Portfolio UNTY Stock Details UNTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.2K Buy
378
+257
+212% +$14K ﹤0.01% 2359
2026
Q1 		$6.27K Buy
121
+53
+78% +$2.79K ﹤0.01% 3159
2025
Q4 		$3.52K Buy
68
+59
+656% +$2.94K ﹤0.01% 3266
2025
Q3 		$440 Sell
9
-119
-93% -$6.05K ﹤0.01% 3981
2025
Q2 		$6.03K Buy
128
+127
+12,700% +$5.48K ﹤0.01% 3072
2025
Q1 		$41 Sell
1
-7
-88% -$316 ﹤0.01% 3914
2024
Q4 		$349 Buy
+8
New +$335 ﹤0.01% 3305

Other funds holding UNTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's UNTY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Unity Bancorp (UNTY) stake by 212% in Q2 2026, buying an estimated $14K and bringing the position to 378 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

EverSource Wealth Advisors first reported a position in UNTY in Q4 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold UNTY as of Q2 2026.

  • EverSource Wealth Advisors held 378 shares of Unity Bancorp worth $22.2K as of Q2 2026.
  • EverSource Wealth Advisors bought 257 Unity Bancorp shares in Q2 2026, an estimated $14K.
  • Unity Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2359 holding.
  • EverSource Wealth Advisors first reported a position in Unity Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 143 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.