Essential Partners’s Better Home & Finance Holding BETR Stock Holding History

Essential 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 Q3	–	Sell	-31	Closed	-$853	–	2870
2026 Q2	$853	Sell	31 -187	-86%	-$6.04K	﹤0.01%	2312
2026 Q1	$7.76K	Hold	218	–	–	﹤0.01%	1364
2025 Q4	$7.1K	Hold	218	–	–	﹤0.01%	1288
2025 Q3	$12.2K	Buy	+218	New	+$4.84K	﹤0.01%	1085

Other funds holding BETR

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners's BETR Position: Q3 2026 in Review

Essential Partners sold out of Better Home & Finance Holding (BETR) in Q3 2026, closing a stake of 31 shares — an estimated $853 sold.

Essential Partners first reported a position in BETR in Q3 2025 and held it in 4 quarters. The position peaked at $12.2K in Q3 2025. 5 funds tracked by Wall St. Rank hold BETR as of Q3 2026.

Essential Partners reported no remaining Better Home & Finance Holding position as of Q3 2026 after selling out during the quarter.
Essential Partners sold 31 Better Home & Finance Holding shares in Q3 2026, an estimated $853.
Essential Partners first reported a position in Better Home & Finance Holding in Q3 2025 and held it in 4 quarters.
Essential Partners's Better Home & Finance Holding position peaked at $12.2K in Q3 2025.
5 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.