LPL Financial’s SOPHiA GENETICS SOPH Stock Holding History

LPL Financial’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 Q3	$1.41M	Buy	+168,498	New	+$1.21M	﹤0.01%	4175

Other funds holding SOPH

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial's SOPH Position: Q3 2026 in Review

LPL Financial opened a new position in SOPHiA GENETICS (SOPH) in Q3 2026: 168,498 shares worth $1.41M. The stake represents ﹤0.01% of the portfolio and ranks #4175 among its holdings.

23 funds tracked by Wall St. Rank hold SOPH as of Q3 2026.

LPL Financial held 168,498 shares of SOPHiA GENETICS worth $1.41M as of Q3 2026.
SOPHiA GENETICS was a new LPL Financial position in Q3 2026.
SOPHiA GENETICS made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4175 holding.
23 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.