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NewEdge Advisors’s Unity Bancorp UNTY Stock Holding History

NewEdge 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 		$276K Sell
4,696
-136
-3% -$7.42K ﹤0.01% 2559
2026
Q1 		$250K Sell
4,832
-117
-2% -$6.16K ﹤0.01% 2467
2025
Q4 		$256K Buy
4,949
+4,747
+2,350% +$236K ﹤0.01% 2423
2025
Q3 		$9.85K Sell
202
-55
-21% -$2.8K ﹤0.01% 3328
2025
Q2 		$12.1K Buy
257
+14
+6% +$604 ﹤0.01% 3132
2025
Q1 		$9.9K Buy
+243
New +$11K ﹤0.01% 3106

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

NewEdge Advisors's UNTY Position: Q2 2026 in Review

NewEdge Advisors reduced its Unity Bancorp (UNTY) stake by 2.8% in Q2 2026, selling an estimated $7.42K and leaving 4,696 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2559.

NewEdge Advisors first reported a position in UNTY in Q1 2025 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold UNTY as of Q2 2026.

  • NewEdge Advisors held 4,696 shares of Unity Bancorp worth $276K as of Q2 2026.
  • NewEdge Advisors sold 136 Unity Bancorp shares in Q2 2026, an estimated $7.42K.
  • Unity Bancorp made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2559 holding.
  • NewEdge Advisors first reported a position in Unity Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 143 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.