WHG
OFRM

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

Westwood Holdings 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 		$40.4M Sell
1,970,867
-49,875
-2% -$817K 0.3% 103
2026
Q1 		$33M Buy
+2,020,742
New +$41.6M 0.24% 146

Other funds holding OFRM

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

Westwood Holdings Group's OFRM Position: Q2 2026 in Review

Westwood Holdings Group reduced its Once Upon a Farm PBC (OFRM) stake by 2.5% in Q2 2026, selling an estimated $817K and leaving 1,970,867 shares worth $40.4M. The position accounts for 0.3% of the portfolio, ranked #103.

Westwood Holdings 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.

  • Westwood Holdings Group held 1,970,867 shares of Once Upon a Farm PBC worth $40.4M as of Q2 2026.
  • Westwood Holdings Group sold 49,875 Once Upon a Farm PBC shares in Q2 2026, an estimated $817K.
  • Once Upon a Farm PBC made up 0.3% of Westwood Holdings Group's portfolio in Q2 2026, its #103 holding.
  • Westwood Holdings 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 Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.