Amalgamated Bank’s Omega Flex OFLX Stock Holding History

Amalgamated Bank’s Portfolio OFLX Stock Details OFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-112	Closed	-$3K	–	2446
2025 Q4	$3K	Buy	112 +4	+4%	+$114	﹤0.01%	2868
2025 Q3	$3K	Hold	108	–	–	﹤0.01%	2902
2025 Q2	$3K	Hold	108	–	–	﹤0.01%	2927
2025 Q1	$4K	Hold	108	–	–	﹤0.01%	2734
2024 Q4	$5K	Hold	108	–	–	﹤0.01%	2744
2024 Q3	$5K	Hold	108	–	–	﹤0.01%	2768
2024 Q2	$6K	Hold	108	–	–	﹤0.01%	2702
2024 Q1	$8K	Sell	108 -352	-77%	-$25K	﹤0.01%	2535
2023 Q4	$32K	Sell	460 -32	-7%	-$2.39K	﹤0.01%	2437
2023 Q3	$39K	Hold	492	–	–	﹤0.01%	2357
2023 Q2	$51K	Buy	492 +42	+9%	+$4.5K	﹤0.01%	2314
2023 Q1	$50K	Sell	450 -67	-13%	-$7.27K	﹤0.01%	2306
2022 Q4	$48K	Hold	517	–	–	﹤0.01%	2430
2022 Q3	$48K	Buy	517 +9	+2%	+$983	﹤0.01%	2480
2022 Q2	$55K	Buy	508 +1	+0.2%	+$113	﹤0.01%	2422
2022 Q1	$66K	Buy	+507	New	+$70.7K	﹤0.01%	2335

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Amalgamated Bank's OFLX Position: Q1 2026 in Review

Amalgamated Bank sold out of Omega Flex (OFLX) in Q1 2026, closing a stake of 112 shares — an estimated $3K sold.

Amalgamated Bank first reported a position in OFLX in Q1 2022 and held it in 16 quarters. The position peaked at $66K in Q1 2022. 109 funds tracked by Wall St. Rank hold OFLX as of Q1 2026.

Amalgamated Bank reported no remaining Omega Flex position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 112 Omega Flex shares in Q1 2026, an estimated $3K.
Amalgamated Bank first reported a position in Omega Flex in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's Omega Flex position peaked at $66K in Q1 2022.
109 funds tracked by Wall St. Rank held Omega Flex as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.