Ares Financial Consulting
OFRM icon

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

Ares Financial Consulting’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
Q3 		$18.9K Hold
1,200
– – 0.01% 425
2026
Q2 		$24.6K Buy
+1,200
New +$19.6K 0.02% 369

Other funds holding OFRM

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CenterBook Partners
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Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ares Financial Consulting's OFRM Position: Q3 2026 in Review

Ares Financial Consulting held its Once Upon a Farm PBC (OFRM) position steady in Q3 2026 at 1,200 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #425.

Ares Financial Consulting first reported a position in OFRM in Q2 2026 and has held it in 2 quarters since. The position peaked at $24.6K in Q2 2026. 41 funds tracked by Wall St. Rank hold OFRM as of Q3 2026.

  • Ares Financial Consulting held 1,200 shares of Once Upon a Farm PBC worth $18.9K as of Q3 2026.
  • Ares Financial Consulting left its Once Upon a Farm PBC share count unchanged in Q3 2026.
  • Once Upon a Farm PBC made up 0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #425 holding.
  • Ares Financial Consulting first reported a position in Once Upon a Farm PBC in Q2 2026 and has held it in 2 quarters since.
  • Ares Financial Consulting's Once Upon a Farm PBC position peaked at $24.6K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.