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GeoWealth Management’s Unity Bancorp UNTY Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-5,005
Closed -$218K – 1755
2024
Q4 		$218K Buy
+5,005
New +$210K 0.01% 735

Other funds holding UNTY

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

GeoWealth Management's UNTY Position: Q1 2025 in Review

GeoWealth Management sold out of Unity Bancorp (UNTY) in Q1 2025, closing a stake of 5,005 shares — an estimated $218K sold.

GeoWealth Management first reported a position in UNTY in Q4 2024 and held it in 1 quarter. The position peaked at $218K in Q4 2024. 112 funds tracked by Wall St. Rank hold UNTY as of Q1 2025.

  • GeoWealth Management reported no remaining Unity Bancorp position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 5,005 Unity Bancorp shares in Q1 2025, an estimated $218K.
  • GeoWealth Management first reported a position in Unity Bancorp in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's Unity Bancorp position peaked at $218K in Q4 2024.
  • 112 funds tracked by Wall St. Rank held Unity Bancorp as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.