Vision Retirement’s Once Upon a Farm PBC OFRM Stock Holding History

Vision Retirement’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	$1.72K	Hold	84	–	–	﹤0.01%	573
2026 Q1	$1.37K	Buy	+84	New	+$1.73K	﹤0.01%	582

Other funds holding OFRM

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

HRCM

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

Vision Retirement's OFRM Position: Q2 2026 in Review

Vision Retirement held its Once Upon a Farm PBC (OFRM) position steady in Q2 2026 at 84 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Vision Retirement 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.

Vision Retirement held 84 shares of Once Upon a Farm PBC worth $1.72K as of Q2 2026.
Vision Retirement left its Once Upon a Farm PBC share count unchanged in Q2 2026.
Once Upon a Farm PBC made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #573 holding.
Vision Retirement 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 Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.