AWM
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Activest Wealth Management’s Better Home & Finance Holding BETR Stock Holding History

Activest Wealth Management’s Portfolio BETR Stock Details BETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,405
Closed -$175K – 1357
2026
Q1 		$193K Buy
5,405
+3,600
+199% +$115K 0.03% 158
2025
Q4 		$58.8K Buy
+1,805
New +$97.6K 0.01% 295

Other funds holding BETR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Activest Wealth Management's BETR Position: Q2 2026 in Review

Activest Wealth Management sold out of Better Home & Finance Holding (BETR) in Q2 2026, closing a stake of 5,405 shares — an estimated $175K sold.

Activest Wealth Management first reported a position in BETR in Q4 2025 and held it in 2 quarters. The position peaked at $193K in Q1 2026. 88 funds tracked by Wall St. Rank hold BETR as of Q2 2026.

  • Activest Wealth Management reported no remaining Better Home & Finance Holding position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 5,405 Better Home & Finance Holding shares in Q2 2026, an estimated $175K.
  • Activest Wealth Management first reported a position in Better Home & Finance Holding in Q4 2025 and held it in 2 quarters.
  • Activest Wealth Management's Better Home & Finance Holding position peaked at $193K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.