AssetMark Inc’s Once Upon a Farm PBC OFRM Stock Holding History

AssetMark Inc’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	$1.58K	Buy	+100	New	+$1.72K	﹤0.01%	3116

Other funds holding OFRM

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

AssetMark Inc's OFRM Position: Q3 2026 in Review

AssetMark Inc opened a new position in Once Upon a Farm PBC (OFRM) in Q3 2026: 100 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #3116 among its holdings.

16 funds tracked by Wall St. Rank hold OFRM as of Q3 2026.

AssetMark Inc held 100 shares of Once Upon a Farm PBC worth $1.58K as of Q3 2026.
Once Upon a Farm PBC was a new AssetMark Inc position in Q3 2026.
Once Upon a Farm PBC made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3116 holding.
16 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.