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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
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

BA
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CSIC
Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return

Cascade Financial Partners's BOF Position: Q1 2026 in Review

Cascade Financial Partners held its BranchOut Food (BOF) position steady in Q1 2026 at 25,000 shares worth $82.5K. The position accounts for 0.01% of the portfolio, ranked #258.

Cascade Financial Partners first reported a position in BOF in Q3 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold BOF as of Q1 2026.

  • Cascade Financial Partners held 25,000 shares of BranchOut Food worth $82.5K as of Q1 2026.
  • Cascade Financial Partners left its BranchOut Food share count unchanged in Q1 2026.
  • BranchOut Food made up 0.01% of Cascade Financial Partners's portfolio in Q1 2026, its #258 holding.
  • Cascade Financial Partners first reported a position in BranchOut Food in Q3 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held BranchOut Food as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.