Raymond James Financial
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Raymond James Financial’s Omega Flex OFLX Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-390
Closed -$12.6K – 6174
2025
Q2 		$12.6K Buy
+390
New +$12.5K ﹤0.01% 5821

Other funds holding OFLX

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial's OFLX Position: Q3 2025 in Review

Raymond James Financial sold out of Omega Flex (OFLX) in Q3 2025, closing a stake of 390 shares — an estimated $12.6K sold.

Raymond James Financial first reported a position in OFLX in Q2 2025 and held it in 1 quarter. The position peaked at $12.6K in Q2 2025. 104 funds tracked by Wall St. Rank hold OFLX as of Q3 2025.

  • Raymond James Financial reported no remaining Omega Flex position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 390 Omega Flex shares in Q3 2025, an estimated $12.6K.
  • Raymond James Financial first reported a position in Omega Flex in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Omega Flex position peaked at $12.6K in Q2 2025.
  • 104 funds tracked by Wall St. Rank held Omega Flex as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.