COMMONWEALTH EQUITY SERVICES, LLC UNTY — UNITY BANCORP INC

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  9 quarters on record

AI Ownership Summary

COMMONWEALTH EQUITY SERVICES, LLC reported UNITY BANCORP INC (UNTY) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows UNTY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UNTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COMMONWEALTH EQUITY SERVICES, LLC's position in UNITY BANCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UNTY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UNTY stock page COMMONWEALTH EQUITY SERVICES, LLC fund profile COMMONWEALTH EQUITY SERVICES, LLC full holdings
How COMMONWEALTH EQUITY SERVICES, LLC held UNTY — position size vs. price
% of Fund (quarterly)    UNTY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 11,975 +30 +0.3% 0.00% $621K 2026-04-27 $52.90
2025 Q4 ADDED — — — 11,945 +26 +0.2% 0.00% $618K 2026-02-12 $53.76
2025 Q3 ADDED — — — 11,919 +26 +0.2% 0.00% $582K 2025-10-22 $48.11
2025 Q2 ADDED — — — 11,893 +36 +0.3% 0.00% $560K 2025-08-06 $46.92
2025 Q1 ADDED — — — 11,857 +32 +0.3% 0.00% $483K 2025-05-09 $42.92
2024 Q4 ADDED — — — 11,825 +24 +0.2% 0.00% $516K 2025-02-10 $48.66
2024 Q3 ADDED — — — 11,801 +30 +0.3% 0.00% $402K 2024-10-18 $38.49
2024 Q2 ADDED — — — 11,771 +76 +0.6% 0.00% $348K 2024-07-31 $33.86
2024 Q1 INITIATED — — — 11,695 — — 0.00% $323K 2024-04-29 $26.29

🏢 Other funds also holding UNTY

As of 2026 Q1 — sorted by position size

Rosenthal | Henry Capital Advisors, Inc. 3Y 7Y 2.64% DELPHI MANAGEMENT INC /MA/ 3Y 7Y 1.39% Inspire Investing, LLC 3Y 7Y 0.04% WESBANCO BANK INC 3Y 7Y 0.03% Sterling Capital Management LLC 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% STRS OHIO 3Y 7Y 0.0% GAMMA Investing LLC 0.0% True Wealth Design, LLC 3Y 0.0%

FAQ About COMMONWEALTH EQUITY SERVICES, LLC and UNTY

These are the practical questions this page is built to answer before you even open the full history table.

How long has COMMONWEALTH EQUITY SERVICES, LLC reported owning UNTY?

COMMONWEALTH EQUITY SERVICES, LLC reported UNTY across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported UNTY position in COMMONWEALTH EQUITY SERVICES, LLC's portfolio?

The largest reported portfolio weight for UNTY was 0.00% in 2026 Q1.

What is the latest reported UNTY position on this page?

The most recent filing on this page is 2026 Q1, when COMMONWEALTH EQUITY SERVICES, LLC reported 11,975 shares, equal to 0.00% of portfolio, with an estimated market value of $621K.

What does the chart on this UNTY ownership page compare?

The chart compares COMMONWEALTH EQUITY SERVICES, LLC's quarterly UNTY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did COMMONWEALTH EQUITY SERVICES, LLC time their UNTY position?

Based on 13F filing dates vs. subsequent UNTY price moves, COMMONWEALTH EQUITY SERVICES, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on UNTY relative to SPY over the holding period was +20.6%.

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