Root Financial Partners’s Omega Flex OFLX Stock Holding History

Root Financial Partners’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 Q3	$102	Buy	+4	New	+$113	﹤0.01%	3641
2026 Q2	–	Sell	-13	Closed	-$404	–	2277
2026 Q1	$404	Buy	+13	New	+$427	﹤0.01%	2941

Other funds holding OFLX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Root Financial Partners's OFLX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Omega Flex (OFLX) in Q3 2026: 4 shares worth $102. The stake represents ﹤0.01% of the portfolio and ranks #3641 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OFLX as recently as Q1 2026.

Root Financial Partners first reported a position in OFLX in Q1 2026 and has held it in 2 quarters since. The position peaked at $404 in Q1 2026. 37 funds tracked by Wall St. Rank hold OFLX as of Q3 2026.

Root Financial Partners held 4 shares of Omega Flex worth $102 as of Q3 2026.
Omega Flex was a new Root Financial Partners position in Q3 2026.
Omega Flex made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3641 holding.
Root Financial Partners first reported a position in Omega Flex in Q1 2026 and has held it in 2 quarters since.
Root Financial Partners's Omega Flex position peaked at $404 in Q1 2026.
37 funds tracked by Wall St. Rank held Omega Flex as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.