Private Advisor Group’s Once Upon a Farm PBC OFRM Stock Holding History

Private Advisor Group’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 Q3	$399K	Buy	+25,352	New	+$435K	﹤0.01%	2340

Other funds holding OFRM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Roubaix Capital Denver, Colorado $253M AUM 28.17% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Legato Capital Management San Francisco, California $1.11B AUM 60.78% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Private Advisor Group's OFRM Position: Q3 2026 in Review

Private Advisor Group opened a new position in Once Upon a Farm PBC (OFRM) in Q3 2026: 25,352 shares worth $399K. The stake represents ﹤0.01% of the portfolio and ranks #2340 among its holdings.

54 funds tracked by Wall St. Rank hold OFRM as of Q3 2026.

Private Advisor Group held 25,352 shares of Once Upon a Farm PBC worth $399K as of Q3 2026.
Once Upon a Farm PBC was a new Private Advisor Group position in Q3 2026.
Once Upon a Farm PBC made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2340 holding.
54 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.