IFP Advisors’s Once Upon a Farm PBC OFRM Stock Holding History

IFP Advisors’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	$9.63K	Hold	470	–	–	﹤0.01%	3422
2026 Q1	$7.68K	Buy	+470	New	+$9.67K	﹤0.01%	3292

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

IFP Advisors's OFRM Position: Q2 2026 in Review

IFP Advisors held its Once Upon a Farm PBC (OFRM) position steady in Q2 2026 at 470 shares worth $9.63K. The position accounts for ﹤0.01% of the portfolio, ranked #3422.

IFP Advisors first reported a position in OFRM in Q1 2026 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

IFP Advisors held 470 shares of Once Upon a Farm PBC worth $9.63K as of Q2 2026.
IFP Advisors left its Once Upon a Farm PBC share count unchanged in Q2 2026.
Once Upon a Farm PBC made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3422 holding.
IFP Advisors first reported a position in Once Upon a Farm PBC in Q1 2026 and has held it in 2 quarters since.
95 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.