Clearstead Advisors’s Better Home & Finance Holding BETR Stock Holding History

Clearstead Advisors’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	$5.58K	Hold	203	–	–	﹤0.01%	2157
2026 Q1	$7.23K	Hold	203	–	–	﹤0.01%	1672
2025 Q4	$6.61K	Hold	203	–	–	﹤0.01%	1969
2025 Q3	$11.4K	Hold	203	–	–	﹤0.01%	1890
2025 Q2	$2.52K	Hold	203	–	–	﹤0.01%	2278
2025 Q1	$2.22K	Hold	203	–	–	﹤0.01%	1884
2024 Q4	$1.81K	Hold	203	–	–	﹤0.01%	1858
2024 Q3	$3.62K	Sell	203 -1	-0.5%	-$21	﹤0.01%	1762
2024 Q2	$4.68K	Hold	204	–	–	﹤0.01%	1696
2024 Q1	$4.53K	Hold	204	–	–	﹤0.01%	1192
2023 Q4	$8.32K	Hold	204	–	–	﹤0.01%	1092
2023 Q3	$4.88K	Buy	+204	New	+$156K	﹤0.01%	1089

Other funds holding BETR

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

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Clearstead Advisors's BETR Position: Q2 2026 in Review

Clearstead Advisors held its Better Home & Finance Holding (BETR) position steady in Q2 2026 at 203 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

Clearstead Advisors first reported a position in BETR in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.4K in Q3 2025. 89 funds tracked by Wall St. Rank hold BETR as of Q2 2026.

Clearstead Advisors held 203 shares of Better Home & Finance Holding worth $5.58K as of Q2 2026.
Clearstead Advisors left its Better Home & Finance Holding share count unchanged in Q2 2026.
Better Home & Finance Holding made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2157 holding.
Clearstead Advisors first reported a position in Better Home & Finance Holding in Q3 2023 and has held it in 12 quarters since.
Clearstead Advisors's Better Home & Finance Holding position peaked at $11.4K in Q3 2025.
89 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.