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IEQ Capital’s Omega Flex OFLX Stock Holding History

IEQ Capital’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 		$418K Buy
13,470
+2,019
+18% +$66.4K ﹤0.01% 1379
2025
Q4 		$337K Sell
11,451
-11
-0.1% -$314 ﹤0.01% 1490
2025
Q3 		$357K Buy
+11,462
New +$389K ﹤0.01% 1447

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Dimensional Fund Advisors
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return

IEQ Capital's OFLX Position: Q1 2026 in Review

IEQ Capital increased its Omega Flex (OFLX) stake by 18% in Q1 2026, buying an estimated $66.4K and bringing the position to 13,470 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

IEQ Capital first reported a position in OFLX in Q3 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold OFLX as of Q1 2026.

  • IEQ Capital held 13,470 shares of Omega Flex worth $418K as of Q1 2026.
  • IEQ Capital bought 2,019 Omega Flex shares in Q1 2026, an estimated $66.4K.
  • Omega Flex made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1379 holding.
  • IEQ Capital first reported a position in Omega Flex in Q3 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held Omega Flex as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.