BOK Financial
OFRM icon

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
Q3 		$15.8K Hold
1,000
– – ﹤0.01% 909
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

Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Ares Financial Consulting
Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

BOK Financial's OFRM Position: Q3 2026 in Review

BOK Financial held its Once Upon a Farm PBC (OFRM) position steady in Q3 2026 at 1,000 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

BOK Financial first reported a position in OFRM in Q1 2026 and has held it in 3 quarters since. The position peaked at $20.5K in Q2 2026. 20 funds tracked by Wall St. Rank hold OFRM as of Q3 2026.

  • BOK Financial held 1,000 shares of Once Upon a Farm PBC worth $15.8K as of Q3 2026.
  • BOK Financial left its Once Upon a Farm PBC share count unchanged in Q3 2026.
  • Once Upon a Farm PBC made up ﹤0.01% of BOK Financial's portfolio in Q3 2026, its #909 holding.
  • BOK Financial first reported a position in Once Upon a Farm PBC in Q1 2026 and has held it in 3 quarters since.
  • BOK Financial's Once Upon a Farm PBC position peaked at $20.5K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q3 2026.

Based on BOK Financial's 13F filing for Q3 2026, filed 27 Oct 2026.