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

Curio Wealth’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 Q2	–	Sell	-482	Closed	-$7.88K	–	1234
2026 Q1	$7.88K	Buy	+482	New	+$9.92K	﹤0.01%	239

Other funds holding OFRM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NIP

Nicholas Investment Partners Rancho Santa Fe, California $1.78B AUM 114.03% 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

Curio Wealth's OFRM Position: Q2 2026 in Review

Curio Wealth sold out of Once Upon a Farm PBC (OFRM) in Q2 2026, closing a stake of 482 shares — an estimated $7.88K sold.

Curio Wealth first reported a position in OFRM in Q1 2026 and held it in 1 quarter. The position peaked at $7.88K in Q1 2026. 95 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

Curio Wealth reported no remaining Once Upon a Farm PBC position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 482 Once Upon a Farm PBC shares in Q2 2026, an estimated $7.88K.
Curio Wealth first reported a position in Once Upon a Farm PBC in Q1 2026 and held it in 1 quarter.
Curio Wealth's Once Upon a Farm PBC position peaked at $7.88K in Q1 2026.
95 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.