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Cascade Financial Partners’s BranchOut Food BOF Stock Holding History

Cascade Financial Partners’s Portfolio BOF Stock Details BOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$115K Hold
25,000
– – 0.01% 274
2026
Q1 		$82.5K Hold
25,000
– – 0.01% 258
2025
Q4 		$79.5K Hold
25,000
– – 0.01% 268
2025
Q3 		$51.3K Buy
+25,000
New +$58.9K 0.01% 260

Other funds holding BOF

KCM
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BA
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Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return

Cascade Financial Partners's BOF Position: Q2 2026 in Review

Cascade Financial Partners held its BranchOut Food (BOF) position steady in Q2 2026 at 25,000 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #274.

Cascade Financial Partners first reported a position in BOF in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold BOF as of Q2 2026.

  • Cascade Financial Partners held 25,000 shares of BranchOut Food worth $115K as of Q2 2026.
  • Cascade Financial Partners left its BranchOut Food share count unchanged in Q2 2026.
  • BranchOut Food made up 0.01% of Cascade Financial Partners's portfolio in Q2 2026, its #274 holding.
  • Cascade Financial Partners first reported a position in BranchOut Food in Q3 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held BranchOut Food as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.