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 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

HAIM

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

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return

Farther Finance Advisors's OFLX Position: Q2 2026 in Review

Farther Finance Advisors reduced its Omega Flex (OFLX) stake by 21% in Q2 2026, selling an estimated $404 and leaving 49 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #5251.

Farther Finance Advisors first reported a position in OFLX in Q4 2023 and has held it in 6 quarters since. The position peaked at $4.08K in Q2 2025. 19 funds tracked by Wall St. Rank hold OFLX as of Q2 2026.

Farther Finance Advisors held 49 shares of Omega Flex worth $1.54K as of Q2 2026.
Farther Finance Advisors sold 13 Omega Flex shares in Q2 2026, an estimated $404.
Omega Flex made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5251 holding.
Farther Finance Advisors first reported a position in Omega Flex in Q4 2023 and has held it in 6 quarters since.
Farther Finance Advisors's Omega Flex position peaked at $4.08K in Q2 2025.
19 funds tracked by Wall St. Rank held Omega Flex as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.