Brooklyn FI’s Better Home & Finance Holding BETR Stock Holding History

Brooklyn FI’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
2025 Q4	–	Sell	-3,607	Closed	-$202K	–	81
2025 Q3	$202K	Buy	+3,607	New	+$80.1K	0.05%	77
2024 Q3	–	Sell	-254	Closed	-$5.83K	–	61
2024 Q2	$5.83K	Hold	254	–	–	﹤0.01%	59
2024 Q1	$6.31K	Hold	254	–	–	﹤0.01%	56
2023 Q4	$10.4K	Hold	254	–	–	﹤0.01%	49
2023 Q3	$6.08K	Buy	+254	New	+$195K	﹤0.01%	45

Other funds holding BETR

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IVSFI

IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brooklyn FI's BETR Position: Q4 2025 in Review

Brooklyn FI sold out of Better Home & Finance Holding (BETR) in Q4 2025, closing a stake of 3,607 shares — an estimated $202K sold.

Brooklyn FI first reported a position in BETR in Q3 2023 and held it in 5 quarters. The position peaked at $202K in Q3 2025. 77 funds tracked by Wall St. Rank hold BETR as of Q4 2025.

Brooklyn FI reported no remaining Better Home & Finance Holding position as of Q4 2025 after selling out during the quarter.
Brooklyn FI sold 3,607 Better Home & Finance Holding shares in Q4 2025, an estimated $202K.
Brooklyn FI first reported a position in Better Home & Finance Holding in Q3 2023 and held it in 5 quarters.
Brooklyn FI's Better Home & Finance Holding position peaked at $202K in Q3 2025.
77 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q4 2025.

Based on Brooklyn FI's 13F filing for Q4 2025, filed 21 Jan 2026.