ASSETMARK, INC

Position in BETR — Better Home & Finance Holding Co

CIK 1344551 CONCORD, CA

Position in BETR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$247

New position

Shares Held

9

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#85

of 89 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ASSETMARK, INC holds $2,173,082 across 4 Mortgage Finance names. BETR ranks #4 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	137,911	$2,172,098
2	PFSI	PennyMac Financial Services, Inc.	5	$435
3	LDI	loanDepot, Inc.	242	$302
4	BETR	Better Home & Finance Holding Co This page	9	$247

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$247	9	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.