AF
OFRM

Allworth Financial’s Once Upon a Farm PBC OFRM Stock Holding History

Allworth Financial’s Portfolio OFRM Stock Details OFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.5K Hold
464
– – ﹤0.01% 3741
2026
Q1 		$7.59K Buy
+464
New +$9.55K ﹤0.01% 3694

Other funds holding OFRM

WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIP
Nicholas Investment Partners Rancho Santa Fe, California $1.78B AUM 114.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Allworth Financial's OFRM Position: Q2 2026 in Review

Allworth Financial held its Once Upon a Farm PBC (OFRM) position steady in Q2 2026 at 464 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3741.

Allworth Financial first reported a position in OFRM in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

  • Allworth Financial held 464 shares of Once Upon a Farm PBC worth $9.5K as of Q2 2026.
  • Allworth Financial left its Once Upon a Farm PBC share count unchanged in Q2 2026.
  • Once Upon a Farm PBC made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3741 holding.
  • Allworth Financial first reported a position in Once Upon a Farm PBC in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.