Burr Financial Services’s SoundHound AI SOUN Stock Holding History

Burr Financial Services’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	$572K	Sell	88,379 -1,800	-2%	-$13.9K	0.35%	15
2026 Q1	$620K	Buy	90,179 +20,630	+30%	+$178K	0.49%	15
2025 Q4	$693K	Sell	69,549 -2,100	-3%	-$30.2K	0.52%	17
2025 Q3	$1.15M	Buy	71,649 +53,465	+294%	+$710K	0.86%	15
2025 Q2	$195K	Sell	18,184 -7,116	-28%	-$67K	0.16%	29
2025 Q1	$205K	Buy	25,300 +2,000	+9%	+$24.9K	0.16%	34
2024 Q4	$462K	Buy	+23,300	New	+$224K	0.31%	23
2024 Q3	–	Sell	-168,525	Closed	-$666K	–	30
2024 Q2	$666K	Sell	168,525 -259,170	-61%	-$1.2M	0.46%	20
2024 Q1	$2.11M	Buy	427,695 +6,850	+2%	+$27.1K	1.65%	15
2023 Q4	$2.31M	Buy	+420,845	New	+$834K	1.76%	14

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 $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Burr Financial Services's SOUN Position: Q2 2026 in Review

Burr Financial Services reduced its SoundHound AI (SOUN) stake by 2% in Q2 2026, selling an estimated $13.9K and leaving 88,379 shares worth $572K. The position accounts for 0.35% of the portfolio, ranked #15.

Burr Financial Services first reported a position in SOUN in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.31M in Q4 2023. 418 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

Burr Financial Services held 88,379 shares of SoundHound AI worth $572K as of Q2 2026.
Burr Financial Services sold 1,800 SoundHound AI shares in Q2 2026, an estimated $13.9K.
SoundHound AI made up 0.35% of Burr Financial Services's portfolio in Q2 2026, its #15 holding.
Burr Financial Services first reported a position in SoundHound AI in Q4 2023 and has held it in 10 quarters since.
Burr Financial Services's SoundHound AI position peaked at $2.31M in Q4 2023.
418 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Burr Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.