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Birch Financial Group’s SoundHound AI SOUN Stock Holding History

Birch Financial Group’s Portfolio SOUN Stock Details SOUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$544K Sell
84,097
-25,942
-24% -$201K 0.28% 64
2026
Q1 		$756K Buy
110,039
+14,459
+15% +$125K 0.44% 52
2025
Q4 		$953K Buy
95,580
+57,964
+154% +$834K 0.54% 40
2025
Q3 		$605K Buy
+37,616
New +$499K 0.36% 60

Other funds holding SOUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
AC
AXQ Capital Jersey City, New Jersey $920M AUM 18.71% 1-Year Est. Return

Birch Financial Group's SOUN Position: Q2 2026 in Review

Birch Financial Group reduced its SoundHound AI (SOUN) stake by 24% in Q2 2026, selling an estimated $201K and leaving 84,097 shares worth $544K. The position accounts for 0.28% of the portfolio, ranked #64.

Birch Financial Group first reported a position in SOUN in Q3 2025 and has held it in 4 quarters since. The position peaked at $953K in Q4 2025. 221 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • Birch Financial Group held 84,097 shares of SoundHound AI worth $544K as of Q2 2026.
  • Birch Financial Group sold 25,942 SoundHound AI shares in Q2 2026, an estimated $201K.
  • SoundHound AI made up 0.28% of Birch Financial Group's portfolio in Q2 2026, its #64 holding.
  • Birch Financial Group first reported a position in SoundHound AI in Q3 2025 and has held it in 4 quarters since.
  • Birch Financial Group's SoundHound AI position peaked at $953K in Q4 2025.
  • 221 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.