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NewEdge Advisors’s BranchOut Food BOF Stock Holding History

NewEdge Advisors’s Portfolio BOF Stock Details BOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,379
Closed -$35.4K – 3999
2025
Q1 		$35.4K Sell
14,379
-11,797
-45% -$24.2K ﹤0.01% 2670
2024
Q4 		$45.3K Buy
+26,176
New +$45.1K ﹤0.01% 2551

Other funds holding BOF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CSIC
Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewEdge Advisors's BOF Position: Q2 2025 in Review

NewEdge Advisors sold out of BranchOut Food (BOF) in Q2 2025, closing a stake of 14,379 shares — an estimated $35.4K sold.

NewEdge Advisors first reported a position in BOF in Q4 2024 and held it in 2 quarters. The position peaked at $45.3K in Q4 2024. 15 funds tracked by Wall St. Rank hold BOF as of Q2 2025.

  • NewEdge Advisors reported no remaining BranchOut Food position as of Q2 2025 after selling out during the quarter.
  • NewEdge Advisors sold 14,379 BranchOut Food shares in Q2 2025, an estimated $35.4K.
  • NewEdge Advisors first reported a position in BranchOut Food in Q4 2024 and held it in 2 quarters.
  • NewEdge Advisors's BranchOut Food position peaked at $45.3K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held BranchOut Food as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.