Rockefeller Capital Management
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Rockefeller Capital Management’s Omega Flex OFLX Stock Holding History

Rockefeller Capital Management’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
-350
Closed -$10.9K – 4798
2025
Q3 		$10.9K Buy
+350
New +$11.9K ﹤0.01% 3610
2022
Q4 		– Sell
-60
Closed -$5K – 4106
2022
Q3 		$5K Buy
+60
New +$6.56K ﹤0.01% 3347
2022
Q1 		– Sell
-16
Closed -$2K – 4014
2021
Q4 		$2K Sell
16
-22
-58% -$2.92K ﹤0.01% 3562
2021
Q3 		$5K Buy
+38
New +$5.76K ﹤0.01% 3183

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 $756M AUM 19.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockefeller Capital Management's OFLX Position: Q4 2025 in Review

Rockefeller Capital Management sold out of Omega Flex (OFLX) in Q4 2025, closing a stake of 350 shares — an estimated $10.9K sold.

Rockefeller Capital Management first reported a position in OFLX in Q3 2021 and held it in 4 quarters. The position peaked at $10.9K in Q3 2025. 104 funds tracked by Wall St. Rank hold OFLX as of Q4 2025.

  • Rockefeller Capital Management reported no remaining Omega Flex position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 350 Omega Flex shares in Q4 2025, an estimated $10.9K.
  • Rockefeller Capital Management first reported a position in Omega Flex in Q3 2021 and held it in 4 quarters.
  • Rockefeller Capital Management's Omega Flex position peaked at $10.9K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Omega Flex as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.