Stifel Financial
OFLX icon

Stifel Financial’s Omega Flex OFLX Stock Holding History

Stifel Financial’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
-8,355
Closed -$261K – 3664
2025
Q3 		$261K Sell
8,355
-1,460
-15% -$49.5K ﹤0.01% 3195
2025
Q2 		$318K Sell
9,815
-2,091
-18% -$67.2K ﹤0.01% 3019
2025
Q1 		$414K Sell
11,906
-998
-8% -$38.7K ﹤0.01% 2810
2024
Q4 		$542K Buy
12,904
+1,484
+13% +$72.2K ﹤0.01% 2621
2024
Q3 		$570K Sell
11,420
-1,108
-9% -$54.6K ﹤0.01% 2599
2024
Q2 		$642K Sell
12,528
-31
-0.2% -$1.98K ﹤0.01% 2457
2024
Q1 		$891K Buy
12,559
+1,730
+16% +$123K ﹤0.01% 2258
2023
Q4 		$764K Sell
10,829
-2,616
-19% -$195K ﹤0.01% 2305
2023
Q3 		$1.06M Sell
13,445
-275
-2% -$23.7K ﹤0.01% 2016
2023
Q2 		$1.42M Buy
13,720
+494
+4% +$53K ﹤0.01% 1845
2023
Q1 		$1.47M Buy
13,226
+1,728
+15% +$187K ﹤0.01% 1763
2022
Q4 		$1.07M Sell
11,498
-2,190
-16% -$207K ﹤0.01% 1950
2022
Q3 		$1.27M Buy
13,688
+4,260
+45% +$465K ﹤0.01% 1793
2022
Q2 		$1.01M Sell
9,428
-79
-0.8% -$8.96K ﹤0.01% 1987
2022
Q1 		$1.24M Buy
+9,507
New +$1.33M ﹤0.01% 1953

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 $868M AUM 32.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial's OFLX Position: Q4 2025 in Review

Stifel Financial sold out of Omega Flex (OFLX) in Q4 2025, closing a stake of 8,355 shares — an estimated $261K sold.

Stifel Financial first reported a position in OFLX in Q1 2022 and held it in 15 quarters. The position peaked at $1.47M in Q1 2023. 104 funds tracked by Wall St. Rank hold OFLX as of Q4 2025.

  • Stifel Financial reported no remaining Omega Flex position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 8,355 Omega Flex shares in Q4 2025, an estimated $261K.
  • Stifel Financial first reported a position in Omega Flex in Q1 2022 and held it in 15 quarters.
  • Stifel Financial's Omega Flex position peaked at $1.47M in Q1 2023.
  • 104 funds tracked by Wall St. Rank held Omega Flex as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.