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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
Q2 		$358K Sell
11,409
-2,061
-15% -$64K ﹤0.01% 1559
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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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

IEQ Capital's OFLX Position: Q2 2026 in Review

IEQ Capital reduced its Omega Flex (OFLX) stake by 15% in Q2 2026, selling an estimated $64K and leaving 11,409 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

IEQ Capital first reported a position in OFLX in Q3 2025 and has held it in 4 quarters since. The position peaked at $418K in Q1 2026. 111 funds tracked by Wall St. Rank hold OFLX as of Q2 2026.

  • IEQ Capital held 11,409 shares of Omega Flex worth $358K as of Q2 2026.
  • IEQ Capital sold 2,061 Omega Flex shares in Q2 2026, an estimated $64K.
  • Omega Flex made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1559 holding.
  • IEQ Capital first reported a position in Omega Flex in Q3 2025 and has held it in 4 quarters since.
  • IEQ Capital's Omega Flex position peaked at $418K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Omega Flex as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.