Position in BETR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$128,672
-$202,450 QoQ
Shares Held
4,679
-49.7% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 89 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BETR Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026CITIGROUP INC holds $41,500,019 across 8 Mortgage Finance names. BETR ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
2,166,015 | $34,114,736 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
51,412 | $4,477,984 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
38,452 | $2,103,323 | |
| 4 | UWMC |
UWM Holdings Corp
|
149,337 | $341,981 | |
| 5 | ONIT |
Onity Group Inc.
|
3,489 | $138,687 | |
| 6 | VEL |
Velocity Financial, Inc.
|
6,983 | $128,904 | |
| 7 | BETR |
Better Home & Finance Holding Co
This page
|
4,679 | $128,672 | |
| 8 | LDI |
loanDepot, Inc.
|
52,586 | $65,732 |
All Filings in BETR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,672 | 4,679 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $331,122 | 9,296 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $216,624 | 6,649 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,311 | 59 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $20,405 | 1,647 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $88,968 | 8,151 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $152,594 | 17,107 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $287,524 | 16,144 | Shares | Defined | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||