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Sunbelt Securities’s Omega Flex OFLX Stock Holding History

Sunbelt Securities’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 		$31 Hold
1
– – ﹤0.01% 2831
2025
Q4 		$29 Sell
1
-3
-75% -$86 ﹤0.01% 2701
2025
Q3 		$125 Sell
4
-3
-43% -$102 ﹤0.01% 2481
2025
Q2 		$294 Hold
7
– – ﹤0.01% 1734
2025
Q1 		$243 Hold
7
– – ﹤0.01% 1735
2024
Q4 		$296 Hold
7
– – ﹤0.01% 1738
2024
Q3 		$349 Hold
7
– – ﹤0.01% 1764
2024
Q2 		$359 Hold
7
– – ﹤0.01% 1675
2024
Q1 		$497 Hold
7
– – ﹤0.01% 1627
2023
Q4 		$494 Sell
7
-3
-30% -$224 ﹤0.01% 1595
2023
Q3 		$787 Hold
10
– – ﹤0.01% 1622
2023
Q2 		$1.04K Hold
10
– – ﹤0.01% 1520
2023
Q1 		$1.1K Buy
+10
New +$1.08K ﹤0.01% 1480

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 $756M AUM 19.99% 1-Year Est. Return

Sunbelt Securities's OFLX Position: Q1 2026 in Review

Sunbelt Securities held its Omega Flex (OFLX) position steady in Q1 2026 at 1 share worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #2831.

Sunbelt Securities first reported a position in OFLX in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.1K in Q1 2023. 109 funds tracked by Wall St. Rank hold OFLX as of Q1 2026.

  • Sunbelt Securities held 1 share of Omega Flex worth $31 as of Q1 2026.
  • Sunbelt Securities left its Omega Flex share count unchanged in Q1 2026.
  • Omega Flex made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2831 holding.
  • Sunbelt Securities first reported a position in Omega Flex in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Omega Flex position peaked at $1.1K in Q1 2023.
  • 109 funds tracked by Wall St. Rank held Omega Flex as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.