EMFAT
OFRM

Emerald Mutual Fund Advisers Trust’s Once Upon a Farm PBC OFRM Stock Holding History

Emerald Mutual Fund Advisers Trust’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 		$2.65M Sell
129,422
-82,825
-39% -$1.36M 0.09% 126
2026
Q1 		$3.47M Buy
+212,247
New +$4.37M 0.17% 118

Other funds holding OFRM

WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's OFRM Position: Q2 2026 in Review

Emerald Mutual Fund Advisers Trust reduced its Once Upon a Farm PBC (OFRM) stake by 39% in Q2 2026, selling an estimated $1.36M and leaving 129,422 shares worth $2.65M. The position accounts for 0.09% of the portfolio, ranked #126.

Emerald Mutual Fund Advisers Trust first reported a position in OFRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.47M in Q1 2026. 87 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

  • Emerald Mutual Fund Advisers Trust held 129,422 shares of Once Upon a Farm PBC worth $2.65M as of Q2 2026.
  • Emerald Mutual Fund Advisers Trust sold 82,825 Once Upon a Farm PBC shares in Q2 2026, an estimated $1.36M.
  • Once Upon a Farm PBC made up 0.09% of Emerald Mutual Fund Advisers Trust's portfolio in Q2 2026, its #126 holding.
  • Emerald Mutual Fund Advisers Trust first reported a position in Once Upon a Farm PBC in Q1 2026 and has held it in 2 quarters since.
  • Emerald Mutual Fund Advisers Trust's Once Upon a Farm PBC position peaked at $3.47M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2026, filed 5 Aug 2026.