Swiss National Bank
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Swiss National Bank’s Omega Flex OFLX Stock Holding History

Swiss National Bank’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
Q1 		– Sell
-5,703
Closed -$239K – 2437
2024
Q4 		$239K Sell
5,703
-1,297
-19% -$63.1K ﹤0.01% 2437
2024
Q3 		$349K Hold
7,000
– – ﹤0.01% 2458
2024
Q2 		$359K Hold
7,000
– – ﹤0.01% 2444
2024
Q1 		$497K Hold
7,000
– – ﹤0.01% 2448
2023
Q4 		$494K Sell
7,000
-600
-8% -$44.8K ﹤0.01% 2478
2023
Q3 		$598K Hold
7,600
– – ﹤0.01% 2467
2023
Q2 		$789K Hold
7,600
– – ﹤0.01% 2416
2023
Q1 		$847K Sell
7,600
-900
-11% -$97.6K ﹤0.01% 2345
2022
Q4 		$793K Buy
8,500
+200
+2% +$18.9K ﹤0.01% 2450
2022
Q3 		$769K Hold
8,300
– – ﹤0.01% 2439
2022
Q2 		$893K Buy
8,300
+1,100
+15% +$125K ﹤0.01% 2429
2022
Q1 		$935K Buy
7,200
+500
+7% +$69.7K ﹤0.01% 2444
2021
Q4 		$851K Hold
6,700
– – ﹤0.01% 2533
2021
Q3 		$956K Hold
6,700
– – ﹤0.01% 2457
2021
Q2 		$983K Sell
6,700
-100
-1% -$15.1K ﹤0.01% 2489
2021
Q1 		$1.07M Hold
6,800
– – ﹤0.01% 2322
2020
Q4 		$993K Hold
6,800
– – ﹤0.01% 2288
2020
Q3 		$1.07M Hold
6,800
– – ﹤0.01% 2059
2020
Q2 		$719K Buy
6,800
+900
+15% +$85.6K ﹤0.01% 2275
2020
Q1 		$498K Buy
5,900
+200
+4% +$18.2K ﹤0.01% 2181
2019
Q4 		$612K Hold
5,700
– – ﹤0.01% 2360
2019
Q3 		$583K Hold
5,700
– – ﹤0.01% 2304
2019
Q2 		$438K Buy
5,700
+200
+4% +$16.8K ﹤0.01% 2450
2019
Q1 		$417K Buy
5,500
+400
+8% +$27.4K ﹤0.01% 2407
2018
Q4 		$276K Hold
5,100
– – ﹤0.01% 2486
2018
Q3 		$363K Hold
5,100
– – ﹤0.01% 2462
2018
Q2 		$403K Hold
5,100
– – ﹤0.01% 2481
2018
Q1 		$332K Hold
5,100
– – ﹤0.01% 2445
2017
Q4 		$364K Hold
5,100
– – ﹤0.01% 2472
2017
Q3 		$366K Hold
5,100
– – ﹤0.01% 2448
2017
Q2 		$328K Buy
+5,100
New +$295K ﹤0.01% 2511

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Swiss National Bank's OFLX Position: Q1 2025 in Review

Swiss National Bank sold out of Omega Flex (OFLX) in Q1 2025, closing a stake of 5,703 shares — an estimated $239K sold.

Swiss National Bank first reported a position in OFLX in Q2 2017 and held it in 31 quarters. The position peaked at $1.07M in Q1 2021. 99 funds tracked by Wall St. Rank hold OFLX as of Q1 2025.

  • Swiss National Bank reported no remaining Omega Flex position as of Q1 2025 after selling out during the quarter.
  • Swiss National Bank sold 5,703 Omega Flex shares in Q1 2025, an estimated $239K.
  • Swiss National Bank first reported a position in Omega Flex in Q2 2017 and held it in 31 quarters.
  • Swiss National Bank's Omega Flex position peaked at $1.07M in Q1 2021.
  • 99 funds tracked by Wall St. Rank held Omega Flex as of Q1 2025.

Based on Swiss National Bank's 13F filing for Q1 2025, filed 12 May 2025.