Carson Wealth (CWM LLC)’s Once Upon a Farm PBC OFRM Stock Holding History

Carson Wealth (CWM 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 Q1	$1.64K	Buy	+100	New	+$2.06K	﹤0.01%	5320

Other funds holding OFRM

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

Millennium Management New York $276B AUM 44.8% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Carson Wealth (CWM LLC)'s OFRM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Once Upon a Farm PBC (OFRM) in Q1 2026: 100 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #5320 among its holdings.

93 funds tracked by Wall St. Rank hold OFRM as of Q1 2026.

Carson Wealth (CWM LLC) held 100 shares of Once Upon a Farm PBC worth $1.64K as of Q1 2026.
Once Upon a Farm PBC was a new Carson Wealth (CWM LLC) position in Q1 2026.
Once Upon a Farm PBC made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5320 holding.
93 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.