IFP Advisors
OFRM icon

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
Q3 		$8.14K Buy
517
+47
+10% +$806 ﹤0.01% 3528
2026
Q2 		$9.6K Hold
470
– – ﹤0.01% 3422
2026
Q1 		$7.68K Buy
+470
New +$9.7K ﹤0.01% 3292

Other funds holding OFRM

Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 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
Ares Financial Consulting
Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fortitude Family Office
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

IFP Advisors's OFRM Position: Q3 2026 in Review

IFP Advisors increased its Once Upon a Farm PBC (OFRM) stake by 10% in Q3 2026, buying an estimated $806 and bringing the position to 517 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3528.

IFP Advisors first reported a position in OFRM in Q1 2026 and has held it in 3 quarters since. The position peaked at $9.6K in Q2 2026. 18 funds tracked by Wall St. Rank hold OFRM as of Q3 2026.

  • IFP Advisors held 517 shares of Once Upon a Farm PBC worth $8.14K as of Q3 2026.
  • IFP Advisors bought 47 Once Upon a Farm PBC shares in Q3 2026, an estimated $806.
  • Once Upon a Farm PBC made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3528 holding.
  • IFP Advisors first reported a position in Once Upon a Farm PBC in Q1 2026 and has held it in 3 quarters since.
  • IFP Advisors's Once Upon a Farm PBC position peaked at $9.6K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.