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PlanVest Financial’s Better Home & Finance Holding BETR Stock Holding History

PlanVest Financial’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 		$1.1K Hold
40
– – ﹤0.01% 537
2026
Q1 		$1.43K Buy
+40
New +$1.28K ﹤0.01% 502

Other funds holding BETR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
FCM
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 40.91% 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

PlanVest Financial's BETR Position: Q2 2026 in Review

PlanVest Financial held its Better Home & Finance Holding (BETR) position steady in Q2 2026 at 40 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

PlanVest Financial first reported a position in BETR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.43K in Q1 2026. 81 funds tracked by Wall St. Rank hold BETR as of Q2 2026.

  • PlanVest Financial held 40 shares of Better Home & Finance Holding worth $1.1K as of Q2 2026.
  • PlanVest Financial left its Better Home & Finance Holding share count unchanged in Q2 2026.
  • Better Home & Finance Holding made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #537 holding.
  • PlanVest Financial first reported a position in Better Home & Finance Holding in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Better Home & Finance Holding position peaked at $1.43K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.