RIL
OFRM

Rothschild Investment LLC’s Once Upon a Farm PBC OFRM Stock Holding History

Rothschild Investment LLC’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
-200
Closed -$3.27K – 3732
2026
Q1 		$3.27K Buy
+200
New +$4.12K ﹤0.01% 2291

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

Rothschild Investment LLC's OFRM Position: Q2 2026 in Review

Rothschild Investment LLC sold out of Once Upon a Farm PBC (OFRM) in Q2 2026, closing a stake of 200 shares — an estimated $3.27K sold.

Rothschild Investment LLC first reported a position in OFRM in Q1 2026 and held it in 1 quarter. The position peaked at $3.27K in Q1 2026. 95 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

  • Rothschild Investment LLC reported no remaining Once Upon a Farm PBC position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 200 Once Upon a Farm PBC shares in Q2 2026, an estimated $3.27K.
  • Rothschild Investment LLC first reported a position in Once Upon a Farm PBC in Q1 2026 and held it in 1 quarter.
  • Rothschild Investment LLC's Once Upon a Farm PBC position peaked at $3.27K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.