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Kestra Advisory Services’s Unity Bancorp UNTY Stock Holding History

Kestra Advisory Services’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
-3,067
Closed -$159K – 4343
2025
Q4 		$159K Sell
3,067
-1,901
-38% -$94.7K ﹤0.01% 3076
2025
Q3 		$243K Sell
4,968
-300
-6% -$15.3K ﹤0.01% 2606
2025
Q2 		$248K Sell
5,268
-197
-4% -$8.49K ﹤0.01% 2508
2025
Q1 		$222K Buy
+5,465
New +$247K ﹤0.01% 2401

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kestra Advisory Services's UNTY Position: Q1 2026 in Review

Kestra Advisory Services sold out of Unity Bancorp (UNTY) in Q1 2026, closing a stake of 3,067 shares — an estimated $159K sold.

Kestra Advisory Services first reported a position in UNTY in Q1 2025 and held it in 4 quarters. The position peaked at $248K in Q2 2025. 133 funds tracked by Wall St. Rank hold UNTY as of Q1 2026.

  • Kestra Advisory Services reported no remaining Unity Bancorp position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,067 Unity Bancorp shares in Q1 2026, an estimated $159K.
  • Kestra Advisory Services first reported a position in Unity Bancorp in Q1 2025 and held it in 4 quarters.
  • Kestra Advisory Services's Unity Bancorp position peaked at $248K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Unity Bancorp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.