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

BOK 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	$20.5K	Hold	1,000	–	–	﹤0.01%	926
2026 Q1	$16.4K	Buy	+1,000	New	+$20.6K	﹤0.01%	928

Other funds holding OFRM

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 New York $66.6B AUM 7.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

BOK Financial's OFRM Position: Q2 2026 in Review

BOK Financial held its Once Upon a Farm PBC (OFRM) position steady in Q2 2026 at 1,000 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

BOK Financial first reported a position in OFRM in Q1 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

BOK Financial held 1,000 shares of Once Upon a Farm PBC worth $20.5K as of Q2 2026.
BOK Financial left its Once Upon a Farm PBC share count unchanged in Q2 2026.
Once Upon a Farm PBC made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #926 holding.
BOK Financial first reported a position in Once Upon a Farm PBC in Q1 2026 and has held it in 2 quarters since.
94 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.