First Trust Advisors
UNTY icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors's UNTY Position: Q1 2026 in Review

First Trust Advisors sold out of Unity Bancorp (UNTY) in Q1 2026, closing a stake of 3,951 shares — an estimated $204K sold.

First Trust Advisors first reported a position in UNTY in Q3 2022 and held it in 9 quarters. The position peaked at $639K in Q4 2022. 133 funds tracked by Wall St. Rank hold UNTY as of Q1 2026.

  • First Trust Advisors reported no remaining Unity Bancorp position as of Q1 2026 after selling out during the quarter.
  • First Trust Advisors sold 3,951 Unity Bancorp shares in Q1 2026, an estimated $204K.
  • First Trust Advisors first reported a position in Unity Bancorp in Q3 2022 and held it in 9 quarters.
  • First Trust Advisors's Unity Bancorp position peaked at $639K in Q4 2022.
  • 133 funds tracked by Wall St. Rank held Unity Bancorp as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.