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

Essential 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 		$47 Buy
+3
New +$51 ﹤0.01% 2775

Other funds holding OFRM

Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
B
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CWP
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
DF
Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

Essential Partners's OFRM Position: Q3 2026 in Review

Essential Partners opened a new position in Once Upon a Farm PBC (OFRM) in Q3 2026: 3 shares worth $47. The stake represents ﹤0.01% of the portfolio and ranks #2775 among its holdings.

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

  • Essential Partners held 3 shares of Once Upon a Farm PBC worth $47 as of Q3 2026.
  • Once Upon a Farm PBC was a new Essential Partners position in Q3 2026.
  • Once Upon a Farm PBC made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2775 holding.
  • 10 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.