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Rothschild Investment LLC’s Omega Flex OFLX Stock Holding History

Rothschild Investment LLC’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 		$1.33K Buy
43
+25
+139% +$822 ﹤0.01% 2744
2025
Q4 		$530 Buy
18
+15
+500% +$428 ﹤0.01% 2909
2025
Q3 		$94 Buy
+3
New +$102 ﹤0.01% 3069

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
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Dimensional Fund Advisors
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Rothschild Investment LLC's OFLX Position: Q1 2026 in Review

Rothschild Investment LLC increased its Omega Flex (OFLX) stake by 139% in Q1 2026, buying an estimated $822 and bringing the position to 43 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2744.

Rothschild Investment LLC first reported a position in OFLX in Q3 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold OFLX as of Q1 2026.

  • Rothschild Investment LLC held 43 shares of Omega Flex worth $1.33K as of Q1 2026.
  • Rothschild Investment LLC bought 25 Omega Flex shares in Q1 2026, an estimated $822.
  • Omega Flex made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2744 holding.
  • Rothschild Investment LLC first reported a position in Omega Flex in Q3 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held Omega Flex as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.