Jones Financial Companies
OFLX icon

Jones Financial Companies’s Omega Flex OFLX Stock Holding History

Jones Financial Companies’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 		$3.03K Hold
102
– – ﹤0.01% 4026
2025
Q4 		$3K Hold
102
– – ﹤0.01% 3699
2025
Q3 		$3.22K Buy
+102
New +$3.46K ﹤0.01% 3531
2024
Q4 		– Sell
-18
Closed -$923 – 3479
2024
Q3 		$923 Buy
+18
New +$887 ﹤0.01% 2824

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 $868M AUM 32.25% 1-Year Est. Return

Jones Financial Companies's OFLX Position: Q1 2026 in Review

Jones Financial Companies held its Omega Flex (OFLX) position steady in Q1 2026 at 102 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #4026.

Jones Financial Companies first reported a position in OFLX in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.22K in Q3 2025. 109 funds tracked by Wall St. Rank hold OFLX as of Q1 2026.

  • Jones Financial Companies held 102 shares of Omega Flex worth $3.03K as of Q1 2026.
  • Jones Financial Companies left its Omega Flex share count unchanged in Q1 2026.
  • Omega Flex made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4026 holding.
  • Jones Financial Companies first reported a position in Omega Flex in Q3 2024 and has held it in 4 quarters since.
  • Jones Financial Companies's Omega Flex position peaked at $3.22K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Omega Flex as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.