FDS
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First Dallas Securities’s SOPHiA GENETICS SOPH Stock Holding History

First Dallas Securities’s Portfolio SOPH Stock Details SOPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.5K Buy
+10,000
New +$48.7K 0.02% 117

Other funds holding SOPH

GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

First Dallas Securities's SOPH Position: Q1 2026 in Review

First Dallas Securities opened a new position in SOPHiA GENETICS (SOPH) in Q1 2026: 10,000 shares worth $49.5K. The stake represents 0.02% of the portfolio and ranks #117 among its holdings.

49 funds tracked by Wall St. Rank hold SOPH as of Q1 2026.

  • First Dallas Securities held 10,000 shares of SOPHiA GENETICS worth $49.5K as of Q1 2026.
  • SOPHiA GENETICS was a new First Dallas Securities position in Q1 2026.
  • SOPHiA GENETICS made up 0.02% of First Dallas Securities's portfolio in Q1 2026, its #117 holding.
  • 49 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q1 2026.

Based on First Dallas Securities's 13F filing for Q1 2026, filed 27 Apr 2026.