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Advocate Investing Services’s Better Home & Finance Holding BETR Stock Holding History

Advocate Investing Services’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 		$7.84K Hold
285
– – 0.01% 284
2026
Q1 		$10.2K Hold
285
– – 0.01% 250
2025
Q4 		$9.29K Buy
+285
New +$15.4K 0.01% 234

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FCM
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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 40.91% 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

Advocate Investing Services's BETR Position: Q2 2026 in Review

Advocate Investing Services held its Better Home & Finance Holding (BETR) position steady in Q2 2026 at 285 shares worth $7.84K. The position accounts for 0.01% of the portfolio, ranked #284.

Advocate Investing Services first reported a position in BETR in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.2K in Q1 2026. 89 funds tracked by Wall St. Rank hold BETR as of Q2 2026.

  • Advocate Investing Services held 285 shares of Better Home & Finance Holding worth $7.84K as of Q2 2026.
  • Advocate Investing Services left its Better Home & Finance Holding share count unchanged in Q2 2026.
  • Better Home & Finance Holding made up 0.01% of Advocate Investing Services's portfolio in Q2 2026, its #284 holding.
  • Advocate Investing Services first reported a position in Better Home & Finance Holding in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Better Home & Finance Holding position peaked at $10.2K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.