Osaic Holdings
UNTY icon

Osaic Holdings’s Unity Bancorp UNTY Stock Holding History

Osaic Holdings’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 		– Sell
-65
Closed -$3.37K – 8180
2026
Q1 		$3.37K Hold
65
– – ﹤0.01% 6854
2025
Q4 		$3.36K Buy
+65
New +$3.24K ﹤0.01% 6898
2025
Q1 		– Sell
-21
Closed -$915 – 7717
2024
Q4 		$915 Hold
21
– – ﹤0.01% 6872
2024
Q3 		$715 Hold
21
– – ﹤0.01% 6933
2024
Q2 		$621 Hold
21
– – ﹤0.01% 6927
2024
Q1 		$580 Sell
21
-131
-86% -$3.65K ﹤0.01% 6790
2023
Q4 		$4.51K Sell
152
-131
-46% -$3.37K ﹤0.01% 6214
2023
Q3 		$6.64K Buy
283
+153
+118% +$3.78K ﹤0.01% 6133
2023
Q2 		$3.08K Sell
130
-533
-80% -$12.1K ﹤0.01% 6505
2023
Q1 		$15.1K Buy
663
+3
+0.5% +$77 ﹤0.01% 5735
2022
Q4 		$18K Buy
660
+2
+0.3% +$55 ﹤0.01% 5649
2022
Q3 		$16K Buy
658
+2
+0.3% +$55 ﹤0.01% 5761
2022
Q2 		$17K Sell
656
-116
-15% -$3.26K ﹤0.01% 5735
2022
Q1 		$22K Buy
772
+1
+0.1% +$29 ﹤0.01% 5636
2021
Q4 		$20K Buy
771
+677
+720% +$17.4K ﹤0.01% 5799
2021
Q3 		$2K Hold
94
– – ﹤0.01% 6892
2021
Q2 		$2K Hold
94
– – ﹤0.01% 6754
2021
Q1 		$2K Hold
94
– – ﹤0.01% 6528
2020
Q4 		$2K Sell
94
-3,413
-97% -$53.9K ﹤0.01% 6119
2020
Q3 		$40K Buy
3,507
+2
+0.1% +$26 ﹤0.01% 4474
2020
Q2 		$50K Sell
3,505
-4
-0.1% -$55 ﹤0.01% 4187
2020
Q1 		$41K Buy
+3,509
New +$65.4K ﹤0.01% 4131

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

Osaic Holdings's UNTY Position: Q2 2026 in Review

Osaic Holdings sold out of Unity Bancorp (UNTY) in Q2 2026, closing a stake of 65 shares — an estimated $3.37K sold.

Osaic Holdings first reported a position in UNTY in Q1 2020 and held it in 22 quarters. The position peaked at $50K in Q2 2020. 143 funds tracked by Wall St. Rank hold UNTY as of Q2 2026.

  • Osaic Holdings reported no remaining Unity Bancorp position as of Q2 2026 after selling out during the quarter.
  • Osaic Holdings sold 65 Unity Bancorp shares in Q2 2026, an estimated $3.37K.
  • Osaic Holdings first reported a position in Unity Bancorp in Q1 2020 and held it in 22 quarters.
  • Osaic Holdings's Unity Bancorp position peaked at $50K in Q2 2020.
  • 143 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.