Sowell Financial Services’s SOPHiA GENETICS SOPH Stock Holding History

Sowell Financial Services’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	$2.87M	Buy	+341,889	New	+$2.46M	0.09%	231

Other funds holding SOPH

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

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 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

SBCM

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

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Sowell Financial Services's SOPH Position: Q3 2026 in Review

Sowell Financial Services opened a new position in SOPHiA GENETICS (SOPH) in Q3 2026: 341,889 shares worth $2.87M. The stake represents 0.09% of the portfolio and ranks #231 among its holdings.

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

Sowell Financial Services held 341,889 shares of SOPHiA GENETICS worth $2.87M as of Q3 2026.
SOPHiA GENETICS was a new Sowell Financial Services position in Q3 2026.
SOPHiA GENETICS made up 0.09% of Sowell Financial Services's portfolio in Q3 2026, its #231 holding.
10 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.