Position in BETRW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,394,653
+$595,923 QoQ
Shares Held
123,376
+5.8% QoQ
Ownership
0.654%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in BETRW Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026STATE STREET CORP holds $480,527,046 across 9 Mortgage Finance names. BETRW ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
21,545,468 | $307,022,919 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
857,152 | $74,915,084 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
1,546,944 | $68,653,374 | |
| 4 | UWMC |
UWM Holdings Corp
|
3,565,638 | $12,907,609 | |
| 5 | ONIT |
Onity Group Inc.
|
139,286 | $5,469,761 | |
| 6 | BETRW |
Better Home & Finance Holding Co
This page
|
123,376 | $4,394,653 | |
| 7 | VEL |
Velocity Financial, Inc.
|
218,145 | $3,946,243 | |
| 8 | LDI |
loanDepot, Inc.
|
2,104,554 | $2,988,466 |
All Filings in BETRW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||