IFP Advisors
BETR icon

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

IFP 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
Q3 		$22 Hold
2
– – ﹤0.01% 5129
2026
Q2 		$55 Hold
2
– – ﹤0.01% 5011
2026
Q1 		$71 Hold
2
– – ﹤0.01% 4788
2025
Q4 		$65 Hold
2
– – ﹤0.01% 4666
2025
Q3 		$112 Buy
+2
New +$44 ﹤0.01% 4526

Other funds holding BETR

State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Advocate Investing Services
Advocate Investing Services Woodbine, Maryland $128M AUM 17.45% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

IFP Advisors's BETR Position: Q3 2026 in Review

IFP Advisors held its Better Home & Finance Holding (BETR) position steady in Q3 2026 at 2 shares worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #5129.

IFP Advisors first reported a position in BETR in Q3 2025 and has held it in 5 quarters since. The position peaked at $112 in Q3 2025. 14 funds tracked by Wall St. Rank hold BETR as of Q3 2026.

  • IFP Advisors held 2 shares of Better Home & Finance Holding worth $22 as of Q3 2026.
  • IFP Advisors left its Better Home & Finance Holding share count unchanged in Q3 2026.
  • Better Home & Finance Holding made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5129 holding.
  • IFP Advisors first reported a position in Better Home & Finance Holding in Q3 2025 and has held it in 5 quarters since.
  • IFP Advisors's Better Home & Finance Holding position peaked at $112 in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.