Position in BETR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,964,465
+$569,812 QoQ
Shares Held
180,526
+46.3% QoQ
Ownership
0.950%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 89 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in BETR Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026STATE STREET CORP holds $549,614,394 across 9 Mortgage Finance names. BETR ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
22,268,377 | $350,726,937 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
1,622,038 | $88,725,478 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
922,212 | $80,324,665 | |
| 4 | UWMC |
UWM Holdings Corp
|
5,019,364 | $11,494,343 | |
| 5 | ONIT |
Onity Group Inc.
|
148,390 | $5,898,502 | |
| 6 | BETR |
Better Home & Finance Holding Co
This page
|
180,526 | $4,964,465 | |
| 7 | VEL |
Velocity Financial, Inc.
|
249,731 | $4,610,034 | |
| 8 | LDI |
loanDepot, Inc.
|
2,200,895 | $2,751,118 |
All Filings in BETR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,964,465 | 180,526 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,394,653 | 123,376 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,798,730 | 116,597 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,729,479 | 102,057 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $464,401 | 37,482 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $195,662 | 17,926 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $159,899 | 17,926 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $288,985 | 16,226 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $372,386 | 811,300 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $391,983 | 788,700 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,621 | 13,000 | Shares | Defined | 2024-02-14 | |
| 2022-06-30 AURC | — | 227,800 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 AURC | — | 124,000 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 AURC | — | 167,400 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||