First Trust Advisors’s Unity Bancorp UNTY Stock Holding History

First Trust 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	$208K	Buy	+3,539	New	+$193K	﹤0.01%	2597
2026 Q1	–	Sell	-3,951	Closed	-$204K	–	2724
2025 Q4	$204K	Sell	3,951 -1,571	-28%	-$78.2K	﹤0.01%	2559
2025 Q3	$270K	Sell	5,522 -880	-14%	-$44.8K	﹤0.01%	2436
2025 Q2	$301K	Buy	6,402 +409	+7%	+$17.6K	﹤0.01%	2418
2025 Q1	$244K	Sell	5,993 -44	-0.7%	-$1.99K	﹤0.01%	2415
2024 Q4	$263K	Buy	+6,037	New	+$253K	﹤0.01%	2412
2023 Q3	–	Sell	-19,415	Closed	-$458K	–	2494
2023 Q2	$458K	Sell	19,415 -1,913	-9%	-$43.4K	﹤0.01%	2165
2023 Q1	$486K	Sell	21,328 -2,059	-9%	-$52.8K	﹤0.01%	2143
2022 Q4	$639K	Buy	23,387 +3,640	+18%	+$100K	﹤0.01%	2107
2022 Q3	$496K	Buy	+19,747	New	+$542K	﹤0.01%	2208

Other funds holding UNTY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors's UNTY Position: Q2 2026 in Review

First Trust Advisors opened a new position in Unity Bancorp (UNTY) in Q2 2026: 3,539 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #2597 among its holdings. This is a return to the name: First Trust Advisors previously reported a position in UNTY as recently as Q4 2025.

First Trust Advisors first reported a position in UNTY in Q3 2022 and has held it in 10 quarters since. The position peaked at $639K in Q4 2022. 143 funds tracked by Wall St. Rank hold UNTY as of Q2 2026.

First Trust Advisors held 3,539 shares of Unity Bancorp worth $208K as of Q2 2026.
Unity Bancorp was a new First Trust Advisors position in Q2 2026.
Unity Bancorp made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2597 holding.
First Trust Advisors first reported a position in Unity Bancorp in Q3 2022 and has held it in 10 quarters since.
First Trust Advisors's Unity Bancorp position peaked at $639K in Q4 2022.
143 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.