Osaic Holdings’s BranchOut Food BOF Stock Holding History

Osaic Holdings’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 Q1	–	Sell	-725	Closed	-$1.25K	–	7463
2024 Q4	$1.25K	Hold	725	–	–	﹤0.01%	6764
2024 Q3	$1.16K	Buy	+725	New	+$931	﹤0.01%	6797

Other funds holding BOF

EFA

Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CSIC

Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Osaic Holdings's BOF Position: Q1 2025 in Review

Osaic Holdings sold out of BranchOut Food (BOF) in Q1 2025, closing a stake of 725 shares — an estimated $1.25K sold.

Osaic Holdings first reported a position in BOF in Q3 2024 and held it in 2 quarters. The position peaked at $1.25K in Q4 2024. 18 funds tracked by Wall St. Rank hold BOF as of Q1 2025.

Osaic Holdings reported no remaining BranchOut Food position as of Q1 2025 after selling out during the quarter.
Osaic Holdings sold 725 BranchOut Food shares in Q1 2025, an estimated $1.25K.
Osaic Holdings first reported a position in BranchOut Food in Q3 2024 and held it in 2 quarters.
Osaic Holdings's BranchOut Food position peaked at $1.25K in Q4 2024.
18 funds tracked by Wall St. Rank held BranchOut Food as of Q1 2025.

Based on Osaic Holdings's 13F filing for Q1 2025, filed 12 May 2025.