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 Q1	$36	Buy	+1	New	+$32	﹤0.01%	3408

Other funds holding BETR

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Root Financial Partners's BETR Position: Q1 2026 in Review

Root Financial Partners opened a new position in Better Home & Finance Holding (BETR) in Q1 2026: 1 share worth $36. The stake represents ﹤0.01% of the portfolio and ranks #3408 among its holdings.

92 funds tracked by Wall St. Rank hold BETR as of Q1 2026.

Root Financial Partners held 1 share of Better Home & Finance Holding worth $36 as of Q1 2026.
Better Home & Finance Holding was a new Root Financial Partners position in Q1 2026.
Better Home & Finance Holding made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3408 holding.
92 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.