Raymond James Financial
UNTY icon

Raymond James Financial’s Unity Bancorp UNTY Stock Holding History

Raymond James Financial’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 		$1.61M Sell
31,067
-349
-1% -$18.4K ﹤0.01% 3510
2025
Q4 		$1.62M Sell
31,416
-863
-3% -$43K ﹤0.01% 3431
2025
Q3 		$1.58M Sell
32,279
-5,024
-13% -$255K ﹤0.01% 3350
2025
Q2 		$1.76M Buy
37,303
+3,961
+12% +$171K ﹤0.01% 3181
2025
Q1 		$1.36M Buy
33,342
+4,758
+17% +$215K ﹤0.01% 3273
2024
Q4 		$1.25M Buy
+28,584
New +$1.2M ﹤0.01% 3301

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 $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 $3.37T AUM 44.26% 1-Year Est. Return

Raymond James Financial's UNTY Position: Q1 2026 in Review

Raymond James Financial reduced its Unity Bancorp (UNTY) stake by 1.1% in Q1 2026, selling an estimated $18.4K and leaving 31,067 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #3510.

Raymond James Financial first reported a position in UNTY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.76M in Q2 2025. 133 funds tracked by Wall St. Rank hold UNTY as of Q1 2026.

  • Raymond James Financial held 31,067 shares of Unity Bancorp worth $1.61M as of Q1 2026.
  • Raymond James Financial sold 349 Unity Bancorp shares in Q1 2026, an estimated $18.4K.
  • Unity Bancorp made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3510 holding.
  • Raymond James Financial first reported a position in Unity Bancorp in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Unity Bancorp position peaked at $1.76M in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Unity Bancorp as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.