Jones Financial Companies
BETR icon

Jones Financial Companies’s Better Home & Finance Holding BETR Stock Holding History

Jones Financial Companies’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
Q1 		$3.99K Sell
130
-420
-76% -$13.5K ﹤0.01% 3926
2025
Q4 		$17.9K Buy
550
+514
+1,428% +$27.8K ﹤0.01% 2983
2025
Q3 		$1.91K Buy
+36
New +$800 ﹤0.01% 3706

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Jones Financial Companies's BETR Position: Q1 2026 in Review

Jones Financial Companies reduced its Better Home & Finance Holding (BETR) stake by 76% in Q1 2026, selling an estimated $13.5K and leaving 130 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #3926.

Jones Financial Companies first reported a position in BETR in Q3 2025 and has held it in 3 quarters since. The position peaked at $17.9K in Q4 2025. 92 funds tracked by Wall St. Rank hold BETR as of Q1 2026.

  • Jones Financial Companies held 130 shares of Better Home & Finance Holding worth $3.99K as of Q1 2026.
  • Jones Financial Companies sold 420 Better Home & Finance Holding shares in Q1 2026, an estimated $13.5K.
  • Better Home & Finance Holding made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3926 holding.
  • Jones Financial Companies first reported a position in Better Home & Finance Holding in Q3 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Better Home & Finance Holding position peaked at $17.9K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.