MORGAN STANLEY

Position in BETR — Better Home & Finance Holding Co

CIK 895421 NEW YORK, NY

Position in BETR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,583,249

-$3,397,735 QoQ

Shares Held

130,300

-33.5% QoQ

Ownership

0.686%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#12

of 88 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $532,575,883 across 12 Mortgage Finance names. BETR ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	28,542,001	$449,536,509
2	PFSI	PennyMac Financial Services, Inc.	341,593	$29,752,748
3	WD	Walker & Dunlop, Inc.	541,414	$29,615,342
4	UWMC	UWM Holdings Corp	4,805,724	$11,005,104
5	BETR	Better Home & Finance Holding Co This page	130,300	$3,583,249
6	ONIT	Onity Group Inc.	86,938	$3,455,783
7	GHI	Greystone Housing Impact Investors LP	557,470	$3,233,324
8	VEL	Velocity Financial, Inc.	102,530	$1,892,700

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,583,249	130,300	-33.5%	Shares	Defined	2026-08-13
2026-03-31	$6,980,984	195,985	+52.7%	Shares	Defined	2026-05-15
2025-12-31	$4,180,371	128,311	+445.6%	Shares	Defined	2026-05-27
2025-09-30	$1,320,298	23,518	-11.7%	Shares	Defined	2026-05-27
2025-06-30	$329,994	26,634	+49.5%	Shares	Defined	2025-08-15
2025-03-31	$194,503	17,820	+59.9%	Shares	Defined	2025-05-15
2024-12-31	$99,431	11,147	+13.3%	Shares	Defined	2025-05-15
2024-09-30	$175,250	9,840	-98.3%	Shares	Defined	2025-05-14
2024-06-30	$271,824	592,210	0.0%	Shares	Defined	2024-08-14
2024-03-31	$294,328	592,210	0.0%	Shares	Defined	2024-08-16
2023-12-31	$483,835	592,210	0.0%	Shares	Defined	2024-02-13
2023-09-30	$283,668	592,210	—	Shares	Defined	2023-11-15
No filing history on record for this holder in this stock.