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 Q1	$404	Buy	+13	New	+$427	﹤0.01%	2941

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

Root Financial Partners's OFLX Position: Q1 2026 in Review

Root Financial Partners opened a new position in Omega Flex (OFLX) in Q1 2026: 13 shares worth $404. The stake represents ﹤0.01% of the portfolio and ranks #2941 among its holdings.

109 funds tracked by Wall St. Rank hold OFLX as of Q1 2026.

Root Financial Partners held 13 shares of Omega Flex worth $404 as of Q1 2026.
Omega Flex was a new Root Financial Partners position in Q1 2026.
Omega Flex made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2941 holding.
109 funds tracked by Wall St. Rank held Omega Flex as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.