CIAM
OFRM

Caitong International Asset Management’s Once Upon a Farm PBC OFRM Stock Holding History

Caitong International Asset Management’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 		$1.54K Sell
75
-275
-79% -$4.5K ﹤0.01% 1444
2026
Q1 		$5.72K Buy
+350
New +$7.2K ﹤0.01% 1133

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

Caitong International Asset Management's OFRM Position: Q2 2026 in Review

Caitong International Asset Management reduced its Once Upon a Farm PBC (OFRM) stake by 79% in Q2 2026, selling an estimated $4.5K and leaving 75 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Caitong International Asset Management first reported a position in OFRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.72K in Q1 2026. 95 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

  • Caitong International Asset Management held 75 shares of Once Upon a Farm PBC worth $1.54K as of Q2 2026.
  • Caitong International Asset Management sold 275 Once Upon a Farm PBC shares in Q2 2026, an estimated $4.5K.
  • Once Upon a Farm PBC made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #1444 holding.
  • Caitong International Asset Management first reported a position in Once Upon a Farm PBC in Q1 2026 and has held it in 2 quarters since.
  • Caitong International Asset Management's Once Upon a Farm PBC position peaked at $5.72K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.