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Hughes Financial Services’s Omega Flex OFLX Stock Holding History

Hughes Financial Services’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
2025
Q3 		– Sell
-15
Closed -$484 – 1080
2025
Q2 		$484 Buy
+15
New +$482 ﹤0.01% 982

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Dimensional Fund Advisors
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PWP
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hughes Financial Services's OFLX Position: Q3 2025 in Review

Hughes Financial Services sold out of Omega Flex (OFLX) in Q3 2025, closing a stake of 15 shares — an estimated $484 sold.

Hughes Financial Services first reported a position in OFLX in Q2 2025 and held it in 1 quarter. The position peaked at $484 in Q2 2025. 104 funds tracked by Wall St. Rank hold OFLX as of Q3 2025.

  • Hughes Financial Services reported no remaining Omega Flex position as of Q3 2025 after selling out during the quarter.
  • Hughes Financial Services sold 15 Omega Flex shares in Q3 2025, an estimated $484.
  • Hughes Financial Services first reported a position in Omega Flex in Q2 2025 and held it in 1 quarter.
  • Hughes Financial Services's Omega Flex position peaked at $484 in Q2 2025.
  • 104 funds tracked by Wall St. Rank held Omega Flex as of Q3 2025.

Based on Hughes Financial Services's 13F filing for Q3 2025, filed 14 Nov 2025.