Massachusetts Financial Services
OFRM

Massachusetts Financial Services’s Once Upon a Farm PBC OFRM Stock Holding History

Massachusetts Financial Services’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 		$14.7M Sell
717,588
-4,993
-0.7% -$81.8K ﹤0.01% 725
2026
Q1 		$11.8M Buy
+722,581
New +$14.9M ﹤0.01% 714

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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services's OFRM Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Once Upon a Farm PBC (OFRM) stake by 0.69% in Q2 2026, selling an estimated $81.8K and leaving 717,588 shares worth $14.7M. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Massachusetts Financial Services first reported a position in OFRM in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

  • Massachusetts Financial Services held 717,588 shares of Once Upon a Farm PBC worth $14.7M as of Q2 2026.
  • Massachusetts Financial Services sold 4,993 Once Upon a Farm PBC shares in Q2 2026, an estimated $81.8K.
  • Once Upon a Farm PBC made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #725 holding.
  • Massachusetts Financial Services first reported a position in Once Upon a Farm PBC in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.