AssetMark Inc’s Better Home & Finance Holding BETR Stock Holding History

AssetMark Inc’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	$248	Buy	+9	New	+$291	﹤0.01%	3402

Other funds holding BETR

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

AIS

Advocate Investing Services Woodbine, Maryland $130M AUM

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

AssetMark Inc's BETR Position: Q2 2026 in Review

AssetMark Inc opened a new position in Better Home & Finance Holding (BETR) in Q2 2026: 9 shares worth $248. The stake represents ﹤0.01% of the portfolio and ranks #3402 among its holdings.

22 funds tracked by Wall St. Rank hold BETR as of Q2 2026.

AssetMark Inc held 9 shares of Better Home & Finance Holding worth $248 as of Q2 2026.
Better Home & Finance Holding was a new AssetMark Inc position in Q2 2026.
Better Home & Finance Holding made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3402 holding.
22 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.