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Rothschild Investment LLC’s Unity Bancorp UNTY Stock Holding History

Rothschild Investment LLC’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 		$1.24K Buy
24
+18
+300% +$948 ﹤0.01% 2778
2025
Q4 		$310 Buy
+6
New +$299 ﹤0.01% 3038

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

Rothschild Investment LLC's UNTY Position: Q1 2026 in Review

Rothschild Investment LLC increased its Unity Bancorp (UNTY) stake by 300% in Q1 2026, buying an estimated $948 and bringing the position to 24 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

Rothschild Investment LLC first reported a position in UNTY in Q4 2025 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold UNTY as of Q1 2026.

  • Rothschild Investment LLC held 24 shares of Unity Bancorp worth $1.24K as of Q1 2026.
  • Rothschild Investment LLC bought 18 Unity Bancorp shares in Q1 2026, an estimated $948.
  • Unity Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2778 holding.
  • Rothschild Investment LLC first reported a position in Unity Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Unity Bancorp as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.