Farther Finance Advisors’s Omega Flex OFLX Stock Holding History

Farther Finance Advisors’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 Q3	$889	Sell	35 -14	-29%	-$395	﹤0.01%	5616
2026 Q2	$1.54K	Sell	49 -13	-21%	-$404	﹤0.01%	5251
2026 Q1	$1.98K	Sell	62 -21	-25%	-$690	﹤0.01%	4900
2025 Q4	$2.44K	Sell	83 -17	-17%	-$485	﹤0.01%	4612
2025 Q3	$3.12K	Sell	100 -26	-21%	-$881	﹤0.01%	3954
2025 Q2	$4.08K	Buy	+126	New	+$4.05K	﹤0.01%	3437
2024 Q1	–	Sell	-5	Closed	-$353	–	3685
2023 Q4	$353	Buy	+5	New	+$373	﹤0.01%	3089

Other funds holding OFLX

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's OFLX Position: Q3 2026 in Review

Farther Finance Advisors reduced its Omega Flex (OFLX) stake by 29% in Q3 2026, selling an estimated $395 and leaving 35 shares worth $889. The position accounts for ﹤0.01% of the portfolio, ranked #5616.

Farther Finance Advisors first reported a position in OFLX in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.08K in Q2 2025. 4 funds tracked by Wall St. Rank hold OFLX as of Q3 2026.

Farther Finance Advisors held 35 shares of Omega Flex worth $889 as of Q3 2026.
Farther Finance Advisors sold 14 Omega Flex shares in Q3 2026, an estimated $395.
Omega Flex made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5616 holding.
Farther Finance Advisors first reported a position in Omega Flex in Q4 2023 and has held it in 7 quarters since.
Farther Finance Advisors's Omega Flex position peaked at $4.08K in Q2 2025.
4 funds tracked by Wall St. Rank held Omega Flex as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.