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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
Q2 		$2.64K Buy
45
+21
+88% +$1.15K ﹤0.01% 2634
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 $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 $605M AUM 26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rothschild Investment LLC's UNTY Position: Q2 2026 in Review

Rothschild Investment LLC increased its Unity Bancorp (UNTY) stake by 88% in Q2 2026, buying an estimated $1.15K and bringing the position to 45 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Rothschild Investment LLC first reported a position in UNTY in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold UNTY as of Q2 2026.

  • Rothschild Investment LLC held 45 shares of Unity Bancorp worth $2.64K as of Q2 2026.
  • Rothschild Investment LLC bought 21 Unity Bancorp shares in Q2 2026, an estimated $1.15K.
  • Unity Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2634 holding.
  • Rothschild Investment LLC first reported a position in Unity Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.