O'Shaughnessy Asset Management’s Unity Bancorp UNTY Stock Holding History

O'Shaughnessy 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
2026 Q2	$270K	Buy	4,592 +107	+2%	+$5.84K	﹤0.01%	1888
2026 Q1	$232K	Sell	4,485 -1,019	-19%	-$53.7K	﹤0.01%	1923
2025 Q4	$285K	Sell	5,504 -1,017	-16%	-$50.6K	﹤0.01%	1795
2025 Q3	$319K	Sell	6,521 -131	-2%	-$6.66K	﹤0.01%	1714
2025 Q2	$313K	Sell	6,652 -493	-7%	-$21.3K	﹤0.01%	1607
2025 Q1	$291K	Sell	7,145 -4,157	-37%	-$188K	﹤0.01%	1604
2024 Q4	$493K	Sell	11,302 -2,316	-17%	-$97.1K	﹤0.01%	1285
2024 Q3	$514K	Sell	13,618 -76	-0.6%	-$2.47K	﹤0.01%	1223
2024 Q2	$405K	Sell	13,694 -2,858	-17%	-$77.2K	﹤0.01%	1218
2024 Q1	$457K	Buy	16,552 +7,104	+75%	+$198K	0.01%	1136
2023 Q4	$280K	Buy	+9,448	New	+$243K	﹤0.01%	1243

Other funds holding UNTY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

O'Shaughnessy Asset Management's UNTY Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Unity Bancorp (UNTY) stake by 2.4% in Q2 2026, buying an estimated $5.84K and bringing the position to 4,592 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

O'Shaughnessy Asset Management first reported a position in UNTY in Q4 2023 and has held it in 11 quarters since. The position peaked at $514K in Q3 2024. 143 funds tracked by Wall St. Rank hold UNTY as of Q2 2026.

O'Shaughnessy Asset Management held 4,592 shares of Unity Bancorp worth $270K as of Q2 2026.
O'Shaughnessy Asset Management bought 107 Unity Bancorp shares in Q2 2026, an estimated $5.84K.
Unity Bancorp made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1888 holding.
O'Shaughnessy Asset Management first reported a position in Unity Bancorp in Q4 2023 and has held it in 11 quarters since.
O'Shaughnessy Asset Management's Unity Bancorp position peaked at $514K in Q3 2024.
143 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.