Raymond James Financial
OFRM

Raymond James Financial’s Once Upon a Farm PBC OFRM Stock Holding History

Raymond James Financial’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 		– Sell
-20,007
Closed -$327K – 5626
2026
Q1 		$327K Buy
+20,007
New +$412K ﹤0.01% 4613

Other funds holding OFRM

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Raymond James Financial's OFRM Position: Q2 2026 in Review

Raymond James Financial sold out of Once Upon a Farm PBC (OFRM) in Q2 2026, closing a stake of 20,007 shares — an estimated $327K sold.

Raymond James Financial first reported a position in OFRM in Q1 2026 and held it in 1 quarter. The position peaked at $327K in Q1 2026. 95 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

  • Raymond James Financial reported no remaining Once Upon a Farm PBC position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 20,007 Once Upon a Farm PBC shares in Q2 2026, an estimated $327K.
  • Raymond James Financial first reported a position in Once Upon a Farm PBC in Q1 2026 and held it in 1 quarter.
  • Raymond James Financial's Once Upon a Farm PBC position peaked at $327K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.