LSV Asset Management’s Unity Bancorp UNTY Stock Holding History

LSV Asset 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 Q2	–	Sell	-2,000	Closed	-$81K	–	865
2025 Q1	$81K	Sell	2,000 -3,500	-64%	-$158K	﹤0.01%	796
2024 Q4	$240K	Sell	5,500 -8,830	-62%	-$370K	﹤0.01%	741
2024 Q3	$488K	Hold	14,330	–	–	﹤0.01%	700
2024 Q2	$424K	Hold	14,330	–	–	﹤0.01%	743
2024 Q1	$396K	Hold	14,330	–	–	﹤0.01%	758
2023 Q4	$424K	Hold	14,330	–	–	﹤0.01%	755
2023 Q3	$336K	Hold	14,330	–	–	﹤0.01%	764
2023 Q2	$338K	Hold	14,330	–	–	﹤0.01%	788
2023 Q1	$327K	Hold	14,330	–	–	﹤0.01%	767
2022 Q4	$392K	Hold	14,330	–	–	﹤0.01%	752
2022 Q3	$360K	Sell	14,330 -2,300	-14%	-$63.1K	﹤0.01%	740
2022 Q2	$440K	Sell	16,630 -2,100	-11%	-$58.9K	﹤0.01%	754
2022 Q1	$524K	Sell	18,730 -1,900	-9%	-$54.3K	﹤0.01%	759
2021 Q4	$542K	Hold	20,630	–	–	﹤0.01%	755
2021 Q3	$482K	Hold	20,630	–	–	﹤0.01%	781
2021 Q2	$454K	Hold	20,630	–	–	﹤0.01%	795
2021 Q1	$453K	Hold	20,630	–	–	﹤0.01%	804
2020 Q4	$362K	Hold	20,630	–	–	﹤0.01%	827
2020 Q3	$238K	Hold	20,630	–	–	﹤0.01%	860
2020 Q2	$295K	Hold	20,630	–	–	﹤0.01%	862
2020 Q1	$241K	Sell	20,630 -2,840	-12%	-$53K	﹤0.01%	849
2019 Q4	$529K	Hold	23,470	–	–	﹤0.01%	816
2019 Q3	$519K	Hold	23,470	–	–	﹤0.01%	811
2019 Q2	$532K	Hold	23,470	–	–	﹤0.01%	818
2019 Q1	$443K	Hold	23,470	–	–	﹤0.01%	842
2018 Q4	$487K	Hold	23,470	–	–	﹤0.01%	845
2018 Q3	$537K	Hold	23,470	–	–	﹤0.01%	859
2018 Q2	$533K	Hold	23,470	–	–	﹤0.01%	849
2018 Q1	$516K	Hold	23,470	–	–	﹤0.01%	852
2017 Q4	$463K	Hold	23,470	–	–	﹤0.01%	858
2017 Q3	$464K	Sell	23,470 -980	-4%	-$17.6K	﹤0.01%	870
2017 Q2	$420K	Hold	24,450	–	–	﹤0.01%	872
2017 Q1	$414K	Buy	24,450 +3,520	+17%	+$58.7K	﹤0.01%	878
2016 Q4	$328K	Buy	20,930 +1	+0%	+$14	﹤0.01%	894
2016 Q3	$268K	Buy	20,929 +1,739	+9%	+$20.3K	﹤0.01%	899
2016 Q2	$221K	Buy	19,190 +10,360	+117%	+$113K	﹤0.01%	942
2016 Q1	$91K	Buy	+8,830	New	+$89.4K	﹤0.01%	962

Other funds holding UNTY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

LSV Asset Management's UNTY Position: Q2 2025 in Review

LSV Asset Management sold out of Unity Bancorp (UNTY) in Q2 2025, closing a stake of 2,000 shares — an estimated $81K sold.

LSV Asset Management first reported a position in UNTY in Q1 2016 and held it in 37 quarters. The position peaked at $542K in Q4 2021. 114 funds tracked by Wall St. Rank hold UNTY as of Q2 2025.

LSV Asset Management reported no remaining Unity Bancorp position as of Q2 2025 after selling out during the quarter.
LSV Asset Management sold 2,000 Unity Bancorp shares in Q2 2025, an estimated $81K.
LSV Asset Management first reported a position in Unity Bancorp in Q1 2016 and held it in 37 quarters.
LSV Asset Management's Unity Bancorp position peaked at $542K in Q4 2021.
114 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2025.

Based on LSV Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.