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
Q2 		$57.7K Hold
10,000
– – 0.02% 124
2026
Q1 		$49.5K Buy
+10,000
New +$48.7K 0.02% 117

Other funds holding SOPH

GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

First Dallas Securities's SOPH Position: Q2 2026 in Review

First Dallas Securities held its SOPHiA GENETICS (SOPH) position steady in Q2 2026 at 10,000 shares worth $57.7K. The position accounts for 0.02% of the portfolio, ranked #124.

First Dallas Securities first reported a position in SOPH in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold SOPH as of Q2 2026.

  • First Dallas Securities held 10,000 shares of SOPHiA GENETICS worth $57.7K as of Q2 2026.
  • First Dallas Securities left its SOPHiA GENETICS share count unchanged in Q2 2026.
  • SOPHiA GENETICS made up 0.02% of First Dallas Securities's portfolio in Q2 2026, its #124 holding.
  • First Dallas Securities first reported a position in SOPHiA GENETICS in Q1 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q2 2026.

Based on First Dallas Securities's 13F filing for Q2 2026, filed 3 Aug 2026.