Position in BETRW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$249
-$7,961 QoQ
Shares Held
7
-97.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BETRW Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $162,315 across 8 Mortgage Finance names. BETRW ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
7,271 | $103,611 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
498 | $22,101 | |
| 3 | UWMC |
UWM Holdings Corp
|
5,800 | $20,996 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
84 | $7,341 | |
| 5 | VEL |
Velocity Financial, Inc.
|
260 | $4,703 | |
| 6 | ONIT |
Onity Group Inc.
|
52 | $2,042 | |
| 7 | LDI |
loanDepot, Inc.
|
896 | $1,272 | |
| 8 | BETRW |
Better Home & Finance Holding Co
This page
|
7 | $249 |
All Filings in BETRW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249 | 7 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,210 | 252 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $392 | 7 | Shares | Sole | 2025-12-02 | |
| No filing history on record for this holder in this stock. | ||||||