UBS Group
OFRM

UBS Group’s Once Upon a Farm PBC OFRM Stock Holding History

UBS Group’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 		$6.7M Buy
327,372
+38,506
+13% +$630K ﹤0.01% 3872
2026
Q1 		$4.72M Buy
+288,866
New +$5.94M ﹤0.01% 4136

Other funds holding OFRM

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

UBS Group's OFRM Position: Q2 2026 in Review

UBS Group increased its Once Upon a Farm PBC (OFRM) stake by 13% in Q2 2026, buying an estimated $630K and bringing the position to 327,372 shares worth $6.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3872.

UBS Group first reported a position in OFRM in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

  • UBS Group held 327,372 shares of Once Upon a Farm PBC worth $6.7M as of Q2 2026.
  • UBS Group bought 38,506 Once Upon a Farm PBC shares in Q2 2026, an estimated $630K.
  • Once Upon a Farm PBC made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3872 holding.
  • UBS Group first reported a position in Once Upon a Farm PBC in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.