EverSource Wealth Advisors
BETR icon

EverSource Wealth Advisors’s Better Home & Finance Holding BETR Stock Holding History

EverSource Wealth 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 		$331 Hold
12
– – ﹤0.01% 4186
2026
Q1 		$427 Buy
12
+3
+33% +$96 ﹤0.01% 4095
2025
Q4 		$293 Hold
9
– – ﹤0.01% 3972
2025
Q3 		$505 Buy
+9
New +$200 ﹤0.01% 3947

Other funds holding BETR

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SoftBank Group
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Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

EverSource Wealth Advisors's BETR Position: Q2 2026 in Review

EverSource Wealth Advisors held its Better Home & Finance Holding (BETR) position steady in Q2 2026 at 12 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #4186.

EverSource Wealth Advisors first reported a position in BETR in Q3 2025 and has held it in 4 quarters since. The position peaked at $505 in Q3 2025. 89 funds tracked by Wall St. Rank hold BETR as of Q2 2026.

  • EverSource Wealth Advisors held 12 shares of Better Home & Finance Holding worth $331 as of Q2 2026.
  • EverSource Wealth Advisors left its Better Home & Finance Holding share count unchanged in Q2 2026.
  • Better Home & Finance Holding made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4186 holding.
  • EverSource Wealth Advisors first reported a position in Better Home & Finance Holding in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Better Home & Finance Holding position peaked at $505 in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.