Root Financial Partners’s Once Upon a Farm PBC OFRM Stock Holding History

Root Financial Partners’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	$315	Buy	+20	New	+$343	﹤0.01%	3391

Other funds holding OFRM

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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Root Financial Partners's OFRM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Once Upon a Farm PBC (OFRM) in Q3 2026: 20 shares worth $315. The stake represents ﹤0.01% of the portfolio and ranks #3391 among its holdings.

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

Root Financial Partners held 20 shares of Once Upon a Farm PBC worth $315 as of Q3 2026.
Once Upon a Farm PBC was a new Root Financial Partners position in Q3 2026.
Once Upon a Farm PBC made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3391 holding.
85 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.