NSIM
OFRM

North Star Investment Management’s Once Upon a Farm PBC OFRM Stock Holding History

North Star Investment Management’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 		$10.2K Hold
500
– – ﹤0.01% 1068
2026
Q1 		$8.18K Buy
+500
New +$10.3K ﹤0.01% 1076

Other funds holding OFRM

PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
VR
Vision Retirement Ridgewood, New Jersey $414M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

North Star Investment Management's OFRM Position: Q2 2026 in Review

North Star Investment Management held its Once Upon a Farm PBC (OFRM) position steady in Q2 2026 at 500 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

North Star Investment Management first reported a position in OFRM in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

  • North Star Investment Management held 500 shares of Once Upon a Farm PBC worth $10.2K as of Q2 2026.
  • North Star Investment Management left its Once Upon a Farm PBC share count unchanged in Q2 2026.
  • Once Upon a Farm PBC made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1068 holding.
  • North Star Investment Management first reported a position in Once Upon a Farm PBC in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.