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IFP Advisors’s Unity Bancorp UNTY Stock Holding History

IFP 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 		$19.7K Buy
336
+54
+19% +$2.95K ﹤0.01% 2987
2026
Q1 		$14.6K Buy
282
+199
+240% +$10.5K ﹤0.01% 2958
2025
Q4 		$4.29K Hold
83
– – ﹤0.01% 3492
2025
Q3 		$4.06K Buy
83
+14
+20% +$712 ﹤0.01% 3364
2025
Q2 		$4.57K Sell
69
-6
-8% -$259 ﹤0.01% 3453
2025
Q1 		$3.05K Buy
75
+74
+7,400% +$3.35K ﹤0.01% 3006
2024
Q4 		$44 Buy
+1
New +$42 ﹤0.01% 4292
2017
Q4 		– Sell
-3
Closed – – 4100
2017
Q3 		$0 Hold
3
– – ﹤0.01% 4214
2017
Q2 		$0 Hold
3
– – ﹤0.01% 4218
2017
Q1 		$0 Hold
3
– – ﹤0.01% 4135
2016
Q4 		$0 Hold
3
– – ﹤0.01% 4140
2016
Q3 		$0 Buy
3
+1
+50% +$12 ﹤0.01% 4046
2016
Q2 		$0 Buy
+2
New +$22 ﹤0.01% 4078
2016
Q1 		– Sell
-2
Closed – – 3404
2015
Q4 		$0 Buy
+2
New +$19 ﹤0.01% 3796

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

IFP Advisors's UNTY Position: Q2 2026 in Review

IFP Advisors increased its Unity Bancorp (UNTY) stake by 19% in Q2 2026, buying an estimated $2.95K and bringing the position to 336 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2987.

IFP Advisors first reported a position in UNTY in Q4 2015 and has held it in 14 quarters since. 143 funds tracked by Wall St. Rank hold UNTY as of Q2 2026.

  • IFP Advisors held 336 shares of Unity Bancorp worth $19.7K as of Q2 2026.
  • IFP Advisors bought 54 Unity Bancorp shares in Q2 2026, an estimated $2.95K.
  • Unity Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2987 holding.
  • IFP Advisors first reported a position in Unity Bancorp in Q4 2015 and has held it in 14 quarters since.
  • 143 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.