Bleakley Financial Group’s SoundHound AI SOUN Stock Holding History

Bleakley 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	$232K	Buy	35,853 +5,814	+19%	+$45K	﹤0.01%	923
2026 Q1	$206K	Sell	30,039 -87,249	-74%	-$753K	﹤0.01%	753
2025 Q4	$1.17M	Sell	117,288 -49,872	-30%	-$718K	0.02%	446
2025 Q3	$2.69M	Buy	+167,160	New	+$2.22M	0.06%	250
2025 Q1	–	Sell	-11,787	Closed	-$234K	–	917
2024 Q4	$234K	Sell	11,787 -976	-8%	-$9.4K	0.01%	897
2024 Q3	$59.5K	Buy	12,763 +773	+6%	+$3.74K	﹤0.01%	993
2024 Q2	$47.4K	Buy	11,990 +776	+7%	+$3.6K	﹤0.01%	980
2024 Q1	$66K	Buy	11,214 +1,120	+11%	+$4.44K	﹤0.01%	955
2023 Q4	$21.4K	Sell	10,094 -25,327	-72%	-$50.2K	﹤0.01%	942
2023 Q3	$71.2K	Buy	+35,421	New	+$90.1K	﹤0.01%	846

Other funds holding SOUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bleakley Financial Group increased its SoundHound AI (SOUN) stake by 19% in Q2 2026, buying an estimated $45K and bringing the position to 35,853 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Bleakley Financial Group first reported a position in SOUN in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.69M in Q3 2025. 445 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

Bleakley Financial Group held 35,853 shares of SoundHound AI worth $232K as of Q2 2026.
Bleakley Financial Group bought 5,814 SoundHound AI shares in Q2 2026, an estimated $45K.
SoundHound AI made up ﹤0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #923 holding.
Bleakley Financial Group first reported a position in SoundHound AI in Q3 2023 and has held it in 10 quarters since.
Bleakley Financial Group's SoundHound AI position peaked at $2.69M in Q3 2025.
445 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.