Centric Wealth Management’s Once Upon a Farm PBC OFRM Stock Holding History

Centric Wealth 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 Q3	$1.3M	Buy	+128,206	New	+$2.2M	0.2%	91

Other funds holding OFRM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Roubaix Capital Denver, Colorado $253M AUM 28.17% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Centric Wealth Management's OFRM Position: Q3 2026 in Review

Centric Wealth Management opened a new position in Once Upon a Farm PBC (OFRM) in Q3 2026: 128,206 shares worth $1.3M. The stake represents 0.2% of the portfolio and ranks #91 among its holdings.

67 funds tracked by Wall St. Rank hold OFRM as of Q3 2026.

Centric Wealth Management held 128,206 shares of Once Upon a Farm PBC worth $1.3M as of Q3 2026.
Once Upon a Farm PBC was a new Centric Wealth Management position in Q3 2026.
Once Upon a Farm PBC made up 0.2% of Centric Wealth Management's portfolio in Q3 2026, its #91 holding.
67 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.