Root Financial Partners
BETR icon

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
Q3 		$176 Buy
+16
New +$277 ﹤0.01% 3538
2026
Q2 		– Sell
-1
Closed -$36 – 725
2026
Q1 		$36 Buy
+1
New +$32 ﹤0.01% 3408

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Jefferies Financial Group
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Bank of New York Mellon
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Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Root Financial Partners's BETR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Better Home & Finance Holding (BETR) in Q3 2026: 16 shares worth $176. The stake represents ﹤0.01% of the portfolio and ranks #3538 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BETR as recently as Q1 2026.

Root Financial Partners first reported a position in BETR in Q1 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold BETR as of Q3 2026.

  • Root Financial Partners held 16 shares of Better Home & Finance Holding worth $176 as of Q3 2026.
  • Better Home & Finance Holding was a new Root Financial Partners position in Q3 2026.
  • Better Home & Finance Holding made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3538 holding.
  • Root Financial Partners first reported a position in Better Home & Finance Holding in Q1 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.