SBI Securities
OFRM icon

SBI Securities’s Once Upon a Farm PBC OFRM Stock Holding History

SBI Securities’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 		$32 Hold
2
– – ﹤0.01% 3841
2026
Q2 		$41 Buy
+2
New +$33 ﹤0.01% 3716

Other funds holding OFRM

Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Ares Financial Consulting
Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

SBI Securities's OFRM Position: Q3 2026 in Review

SBI Securities held its Once Upon a Farm PBC (OFRM) position steady in Q3 2026 at 2 shares worth $32. The position accounts for ﹤0.01% of the portfolio, ranked #3841.

SBI Securities first reported a position in OFRM in Q2 2026 and has held it in 2 quarters since. The position peaked at $41 in Q2 2026. 16 funds tracked by Wall St. Rank hold OFRM as of Q3 2026.

  • SBI Securities held 2 shares of Once Upon a Farm PBC worth $32 as of Q3 2026.
  • SBI Securities left its Once Upon a Farm PBC share count unchanged in Q3 2026.
  • Once Upon a Farm PBC made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3841 holding.
  • SBI Securities first reported a position in Once Upon a Farm PBC in Q2 2026 and has held it in 2 quarters since.
  • SBI Securities's Once Upon a Farm PBC position peaked at $41 in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.