GRP
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Global Retirement Partners’s Better Home & Finance Holding BETR Stock Holding History

Global Retirement 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
2025
Q4 		$7.17K Buy
220
+100
+83% +$5.41K ﹤0.01% 3298
2025
Q3 		$6.74K Buy
+120
New +$2.67K ﹤0.01% 2858

Other funds holding BETR

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IVSFI
IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Retirement Partners's BETR Position: Q4 2025 in Review

Global Retirement Partners increased its Better Home & Finance Holding (BETR) stake by 83% in Q4 2025, buying an estimated $5.41K and bringing the position to 220 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #3298.

Global Retirement Partners first reported a position in BETR in Q3 2025 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold BETR as of Q4 2025.

  • Global Retirement Partners held 220 shares of Better Home & Finance Holding worth $7.17K as of Q4 2025.
  • Global Retirement Partners bought 100 Better Home & Finance Holding shares in Q4 2025, an estimated $5.41K.
  • Better Home & Finance Holding made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3298 holding.
  • Global Retirement Partners first reported a position in Better Home & Finance Holding in Q3 2025 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.