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Larson Financial Group’s Omega Flex OFLX Stock Holding History

Larson Financial Group’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 		$962 Buy
31
+11
+55% +$362 ﹤0.01% 3171
2025
Q4 		$589 Hold
20
– – ﹤0.01% 3091
2025
Q3 		$624 Hold
20
– – ﹤0.01% 3051
2025
Q2 		$648 Buy
+20
New +$643 ﹤0.01% 2782

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

Larson Financial Group's OFLX Position: Q1 2026 in Review

Larson Financial Group increased its Omega Flex (OFLX) stake by 55% in Q1 2026, buying an estimated $362 and bringing the position to 31 shares worth $962. The position accounts for ﹤0.01% of the portfolio, ranked #3171.

Larson Financial Group first reported a position in OFLX in Q2 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold OFLX as of Q1 2026.

  • Larson Financial Group held 31 shares of Omega Flex worth $962 as of Q1 2026.
  • Larson Financial Group bought 11 Omega Flex shares in Q1 2026, an estimated $362.
  • Omega Flex made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3171 holding.
  • Larson Financial Group first reported a position in Omega Flex in Q2 2025 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held Omega Flex as of Q1 2026.

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