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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
Q2 		$1.76K Buy
56
+13
+30% +$404 ﹤0.01% 2803
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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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: Q2 2026 in Review

Rothschild Investment LLC increased its Omega Flex (OFLX) stake by 30% in Q2 2026, buying an estimated $404 and bringing the position to 56 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2803.

Rothschild Investment LLC first reported a position in OFLX in Q3 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold OFLX as of Q2 2026.

  • Rothschild Investment LLC held 56 shares of Omega Flex worth $1.76K as of Q2 2026.
  • Rothschild Investment LLC bought 13 Omega Flex shares in Q2 2026, an estimated $404.
  • Omega Flex made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2803 holding.
  • Rothschild Investment LLC first reported a position in Omega Flex in Q3 2025 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held Omega Flex as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.