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Principal Securities’s Omega Flex OFLX Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-7
Closed -$218 – 2812
2025
Q3 		$218 Hold
7
– – ﹤0.01% 3640
2025
Q2 		$227 Buy
+7
New +$225 ﹤0.01% 3585

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Principal Securities's OFLX Position: Q4 2025 in Review

Principal Securities sold out of Omega Flex (OFLX) in Q4 2025, closing a stake of 7 shares — an estimated $218 sold.

Principal Securities first reported a position in OFLX in Q2 2025 and held it in 2 quarters. The position peaked at $227 in Q2 2025. 104 funds tracked by Wall St. Rank hold OFLX as of Q4 2025.

  • Principal Securities reported no remaining Omega Flex position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 7 Omega Flex shares in Q4 2025, an estimated $218.
  • Principal Securities first reported a position in Omega Flex in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Omega Flex position peaked at $227 in Q2 2025.
  • 104 funds tracked by Wall St. Rank held Omega Flex as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.