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Root Financial Partners’s Unity Bancorp UNTY Stock Holding History

Root Financial Partners’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
-9
Closed -$466 – 3034
2026
Q1 		$466 Buy
+9
New +$474 ﹤0.01% 2889

Other funds holding UNTY

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SM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's UNTY Position: Q2 2026 in Review

Root Financial Partners sold out of Unity Bancorp (UNTY) in Q2 2026, closing a stake of 9 shares — an estimated $466 sold.

Root Financial Partners first reported a position in UNTY in Q1 2026 and held it in 1 quarter. The position peaked at $466 in Q1 2026. 20 funds tracked by Wall St. Rank hold UNTY as of Q2 2026.

  • Root Financial Partners reported no remaining Unity Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 9 Unity Bancorp shares in Q2 2026, an estimated $466.
  • Root Financial Partners first reported a position in Unity Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Unity Bancorp position peaked at $466 in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.