Jones Financial Companies
OFRM

Jones Financial Companies’s Once Upon a Farm PBC OFRM Stock Holding History

Jones Financial Companies’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 		$20.2K Sell
947
-2,749
-74% -$45K ﹤0.01% 3497
2026
Q1 		$56.4K Buy
+3,696
New +$76.1K ﹤0.01% 2906

Other funds holding OFRM

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BAMCO Inc
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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

Jones Financial Companies's OFRM Position: Q2 2026 in Review

Jones Financial Companies reduced its Once Upon a Farm PBC (OFRM) stake by 74% in Q2 2026, selling an estimated $45K and leaving 947 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3497.

Jones Financial Companies first reported a position in OFRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $56.4K in Q1 2026. 87 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

  • Jones Financial Companies held 947 shares of Once Upon a Farm PBC worth $20.2K as of Q2 2026.
  • Jones Financial Companies sold 2,749 Once Upon a Farm PBC shares in Q2 2026, an estimated $45K.
  • Once Upon a Farm PBC made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3497 holding.
  • Jones Financial Companies first reported a position in Once Upon a Farm PBC in Q1 2026 and has held it in 2 quarters since.
  • Jones Financial Companies's Once Upon a Farm PBC position peaked at $56.4K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.