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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
Q3 		– Sell
-88,379
Closed -$572K – 30
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Burr Financial Services's SOUN Position: Q3 2026 in Review

Burr Financial Services sold out of SoundHound AI (SOUN) in Q3 2026, closing a stake of 88,379 shares — an estimated $572K sold.

Burr Financial Services first reported a position in SOUN in Q4 2023 and held it in 10 quarters. The position peaked at $2.31M in Q4 2023. 366 funds tracked by Wall St. Rank hold SOUN as of Q3 2026.

  • Burr Financial Services reported no remaining SoundHound AI position as of Q3 2026 after selling out during the quarter.
  • Burr Financial Services sold 88,379 SoundHound AI shares in Q3 2026, an estimated $572K.
  • Burr Financial Services first reported a position in SoundHound AI in Q4 2023 and held it in 10 quarters.
  • Burr Financial Services's SoundHound AI position peaked at $2.31M in Q4 2023.
  • 366 funds tracked by Wall St. Rank held SoundHound AI as of Q3 2026.

Based on Burr Financial Services's 13F filing for Q3 2026, filed 8 Oct 2026.