Truist Financial’s Unity Bancorp UNTY Stock Holding History

Truist 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
2025 Q4	–	Sell	-52,693	Closed	-$2.58M	–	2861
2025 Q3	$2.58M	Buy	52,693 +2,116	+4%	+$108K	﹤0.01%	1205
2025 Q2	$2.38M	Buy	50,577 +4,172	+9%	+$180K	﹤0.01%	1191
2025 Q1	$1.89M	Buy	+46,405	New	+$2.1M	﹤0.01%	1253

Other funds holding UNTY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Truist Financial's UNTY Position: Q4 2025 in Review

Truist Financial sold out of Unity Bancorp (UNTY) in Q4 2025, closing a stake of 52,693 shares — an estimated $2.58M sold.

Truist Financial first reported a position in UNTY in Q1 2025 and held it in 3 quarters. The position peaked at $2.58M in Q3 2025. 134 funds tracked by Wall St. Rank hold UNTY as of Q4 2025.

Truist Financial reported no remaining Unity Bancorp position as of Q4 2025 after selling out during the quarter.
Truist Financial sold 52,693 Unity Bancorp shares in Q4 2025, an estimated $2.58M.
Truist Financial first reported a position in Unity Bancorp in Q1 2025 and held it in 3 quarters.
Truist Financial's Unity Bancorp position peaked at $2.58M in Q3 2025.
134 funds tracked by Wall St. Rank held Unity Bancorp as of Q4 2025.

Based on Truist Financial's 13F filing for Q4 2025, filed 2 Feb 2026.