Principal Financial Group
UNTY icon

Principal Financial Group’s Unity Bancorp UNTY Stock Holding History

Principal Financial Group’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
-16,478
Closed -$852K – 2293
2025
Q4 		$852K Buy
16,478
+5,226
+46% +$260K ﹤0.01% 1980
2025
Q3 		$550K Buy
+11,252
New +$572K ﹤0.01% 2037

Other funds holding UNTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group's UNTY Position: Q1 2026 in Review

Principal Financial Group sold out of Unity Bancorp (UNTY) in Q1 2026, closing a stake of 16,478 shares — an estimated $852K sold.

Principal Financial Group first reported a position in UNTY in Q3 2025 and held it in 2 quarters. The position peaked at $852K in Q4 2025. 133 funds tracked by Wall St. Rank hold UNTY as of Q1 2026.

  • Principal Financial Group reported no remaining Unity Bancorp position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 16,478 Unity Bancorp shares in Q1 2026, an estimated $852K.
  • Principal Financial Group first reported a position in Unity Bancorp in Q3 2025 and held it in 2 quarters.
  • Principal Financial Group's Unity Bancorp position peaked at $852K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Unity Bancorp as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.