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Steward Partners Investment Advisory’s Unity Bancorp UNTY Stock Holding History

Steward Partners Investment Advisory’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
2025
Q3 		– Sell
-45
Closed -$2.12K – 4398
2025
Q2 		$2.12K Hold
45
– – ﹤0.01% 3714
2025
Q1 		$1.83K Buy
+45
New +$2.03K ﹤0.01% 3661

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BFC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Steward Partners Investment Advisory's UNTY Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Unity Bancorp (UNTY) in Q3 2025, closing a stake of 45 shares — an estimated $2.12K sold.

Steward Partners Investment Advisory first reported a position in UNTY in Q1 2025 and held it in 2 quarters. The position peaked at $2.12K in Q2 2025. 127 funds tracked by Wall St. Rank hold UNTY as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining Unity Bancorp position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 45 Unity Bancorp shares in Q3 2025, an estimated $2.12K.
  • Steward Partners Investment Advisory first reported a position in Unity Bancorp in Q1 2025 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Unity Bancorp position peaked at $2.12K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Unity Bancorp as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.