Steward Partners Investment Advisory’s Once Upon a Farm PBC OFRM Stock Holding History

Steward Partners Investment Advisory’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	$10.2K	Buy	+500	New	+$8.19K	﹤0.01%	3725

Other funds holding OFRM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's OFRM Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Once Upon a Farm PBC (OFRM) in Q2 2026: 500 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #3725 among its holdings.

72 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

Steward Partners Investment Advisory held 500 shares of Once Upon a Farm PBC worth $10.2K as of Q2 2026.
Once Upon a Farm PBC was a new Steward Partners Investment Advisory position in Q2 2026.
Once Upon a Farm PBC made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3725 holding.
72 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.