BWL
OFRM

Bogart Wealth LLC’s Once Upon a Farm PBC OFRM Stock Holding History

Bogart Wealth LLC’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 		$5.12K Hold
250
– – ﹤0.01% 1197
2026
Q1 		$4.09K Buy
+250
New +$5.14K ﹤0.01% 1118

Other funds holding OFRM

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Bogart Wealth LLC's OFRM Position: Q2 2026 in Review

Bogart Wealth LLC held its Once Upon a Farm PBC (OFRM) position steady in Q2 2026 at 250 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Bogart Wealth LLC first reported a position in OFRM in Q1 2026 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

  • Bogart Wealth LLC held 250 shares of Once Upon a Farm PBC worth $5.12K as of Q2 2026.
  • Bogart Wealth LLC left its Once Upon a Farm PBC share count unchanged in Q2 2026.
  • Once Upon a Farm PBC made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1197 holding.
  • Bogart Wealth LLC first reported a position in Once Upon a Farm PBC in Q1 2026 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.