Clark Wealth Partners’s Once Upon a Farm PBC OFRM Stock Holding History

Clark Wealth Partners’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	$756	Buy	+48	New	+$824	﹤0.01%	988

Other funds holding OFRM

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Clark Wealth Partners's OFRM Position: Q3 2026 in Review

Clark Wealth Partners opened a new position in Once Upon a Farm PBC (OFRM) in Q3 2026: 48 shares worth $756. The stake represents ﹤0.01% of the portfolio and ranks #988 among its holdings.

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

Clark Wealth Partners held 48 shares of Once Upon a Farm PBC worth $756 as of Q3 2026.
Once Upon a Farm PBC was a new Clark Wealth Partners position in Q3 2026.
Once Upon a Farm PBC made up ﹤0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #988 holding.
20 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.