Daymark Wealth Partners’s Better Home & Finance Holding BETR Stock Holding History

Daymark Wealth Partners’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	-6,022	Closed	-$215K	–	818
2026 Q1	$215K	Buy	+6,022	New	+$193K	0.01%	695
2025 Q4	–	Sell	-4,258	Closed	-$239K	–	605
2025 Q3	$239K	Sell	4,258 -19,388	-82%	-$431K	0.01%	546
2025 Q2	$293K	Buy	+23,646	New	+$307K	0.01%	449
2025 Q1	–	Sell	-49,807	Closed	-$444K	–	501
2024 Q4	$444K	Sell	49,807 -6,183	-11%	-$84.7K	0.02%	346
2024 Q3	$997K	Buy	+55,990	New	+$1.19M	0.04%	245

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

Daymark Wealth Partners's BETR Position: Q2 2026 in Review

Daymark Wealth Partners sold out of Better Home & Finance Holding (BETR) in Q2 2026, closing a stake of 6,022 shares — an estimated $215K sold.

Daymark Wealth Partners first reported a position in BETR in Q3 2024 and held it in 5 quarters. The position peaked at $997K in Q3 2024. 89 funds tracked by Wall St. Rank hold BETR as of Q2 2026.

Daymark Wealth Partners reported no remaining Better Home & Finance Holding position as of Q2 2026 after selling out during the quarter.
Daymark Wealth Partners sold 6,022 Better Home & Finance Holding shares in Q2 2026, an estimated $215K.
Daymark Wealth Partners first reported a position in Better Home & Finance Holding in Q3 2024 and held it in 5 quarters.
Daymark Wealth Partners's Better Home & Finance Holding position peaked at $997K in Q3 2024.
89 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.