Optima Capital’s Omega Flex OFLX Stock Holding History

Optima 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	–	Sell	-18	Closed	-$536	–	920
2025 Q4	$536	Buy	+18	New	+$514	﹤0.01%	1178

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Optima Capital's OFLX Position: Q1 2026 in Review

Optima Capital sold out of Omega Flex (OFLX) in Q1 2026, closing a stake of 18 shares — an estimated $536 sold.

Optima Capital first reported a position in OFLX in Q4 2025 and held it in 1 quarter. The position peaked at $536 in Q4 2025. 109 funds tracked by Wall St. Rank hold OFLX as of Q1 2026.

Optima Capital reported no remaining Omega Flex position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 18 Omega Flex shares in Q1 2026, an estimated $536.
Optima Capital first reported a position in Omega Flex in Q4 2025 and held it in 1 quarter.
Optima Capital's Omega Flex position peaked at $536 in Q4 2025.
109 funds tracked by Wall St. Rank held Omega Flex as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.