Wealth Enhancement Trust Services
UNTY icon

Wealth Enhancement Trust Services’s Unity Bancorp UNTY Stock Holding History

Wealth Enhancement Trust Services’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
Q3 		– Sell
-3
Closed -$176 – 1473
2026
Q2 		$176 Buy
+3
New +$164 ﹤0.01% 1371

Other funds holding UNTY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pacific Ridge Capital Partners
Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Wealth Enhancement Trust Services's UNTY Position: Q3 2026 in Review

Wealth Enhancement Trust Services sold out of Unity Bancorp (UNTY) in Q3 2026, closing a stake of 3 shares — an estimated $176 sold.

Wealth Enhancement Trust Services first reported a position in UNTY in Q2 2026 and held it in 1 quarter. The position peaked at $176 in Q2 2026. 76 funds tracked by Wall St. Rank hold UNTY as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining Unity Bancorp position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 3 Unity Bancorp shares in Q3 2026, an estimated $176.
  • Wealth Enhancement Trust Services first reported a position in Unity Bancorp in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's Unity Bancorp position peaked at $176 in Q2 2026.
  • 76 funds tracked by Wall St. Rank held Unity Bancorp as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.