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Root Financial Partners’s Better Home & Finance Holding BETR Stock Holding History

Root Financial 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
2026
Q2 		– Sell
-1
Closed -$36 – 725
2026
Q1 		$36 Buy
+1
New +$32 ﹤0.01% 3408

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Root Financial Partners's BETR Position: Q2 2026 in Review

Root Financial Partners sold out of Better Home & Finance Holding (BETR) in Q2 2026, closing a stake of 1 share — an estimated $36 sold.

Root Financial Partners first reported a position in BETR in Q1 2026 and held it in 1 quarter. The position peaked at $36 in Q1 2026. 88 funds tracked by Wall St. Rank hold BETR as of Q2 2026.

  • Root Financial Partners reported no remaining Better Home & Finance Holding position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1 Better Home & Finance Holding share in Q2 2026, an estimated $36.
  • Root Financial Partners first reported a position in Better Home & Finance Holding in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Better Home & Finance Holding position peaked at $36 in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.