PS
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Principal Securities’s SOPHiA GENETICS SOPH Stock Holding History

Principal 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
2025
Q4 		– Sell
-394
Closed -$1.88K – 3209
2025
Q3 		$1.88K Hold
394
– – ﹤0.01% 3250
2025
Q2 		$1.22K Sell
394
-87
-18% -$259 ﹤0.01% 3284
2025
Q1 		$1.48K Hold
481
– – ﹤0.01% 3121
2024
Q4 		$1.48K Hold
481
– – ﹤0.01% 3115
2024
Q3 		$1.76K Buy
481
+387
+412% +$1.57K ﹤0.01% 2992
2024
Q2 		$431 Hold
94
– – ﹤0.01% 3227
2024
Q1 		$463 Sell
94
-79
-46% -$381 ﹤0.01% 3156
2023
Q4 		$815 Buy
+173
New +$647 ﹤0.01% 2999

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
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
1CM
1492 Capital Management Milwaukee, Wisconsin $263M AUM 61.9% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Principal Securities's SOPH Position: Q4 2025 in Review

Principal Securities sold out of SOPHiA GENETICS (SOPH) in Q4 2025, closing a stake of 394 shares — an estimated $1.88K sold.

Principal Securities first reported a position in SOPH in Q4 2023 and held it in 8 quarters. The position peaked at $1.88K in Q3 2025. 42 funds tracked by Wall St. Rank hold SOPH as of Q4 2025.

  • Principal Securities reported no remaining SOPHiA GENETICS position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 394 SOPHiA GENETICS shares in Q4 2025, an estimated $1.88K.
  • Principal Securities first reported a position in SOPHiA GENETICS in Q4 2023 and held it in 8 quarters.
  • Principal Securities's SOPHiA GENETICS position peaked at $1.88K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.