CAPTRUST Financial Advisors
SOUN icon

CAPTRUST Financial Advisors’s SoundHound AI SOUN Stock Holding History

CAPTRUST Financial Advisors’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 		$896K Buy
138,462
+36,790
+36% +$285K ﹤0.01% 1808
2026
Q1 		$698K Sell
101,672
-73,727
-42% -$636K ﹤0.01% 1810
2025
Q4 		$1.75M Sell
175,399
-39,692
-18% -$571K ﹤0.01% 1158
2025
Q3 		$3.46M Buy
215,091
+123,960
+136% +$1.65M 0.01% 780
2025
Q2 		$978K Buy
91,131
+34,991
+62% +$330K ﹤0.01% 1366
2025
Q1 		$456K Sell
56,140
-24,152
-30% -$301K ﹤0.01% 1695
2024
Q4 		$1.59M Buy
80,292
+10,405
+15% +$100K ﹤0.01% 983
2024
Q3 		$326K Buy
69,887
+29,578
+73% +$143K ﹤0.01% 1837
2024
Q2 		$159K Buy
40,309
+9,558
+31% +$44.3K ﹤0.01% 2076
2024
Q1 		$181K Buy
30,751
+7,436
+32% +$29.5K ﹤0.01% 2007
2023
Q4 		$49.4K Sell
23,315
-111,078
-83% -$220K ﹤0.01% 2585
2023
Q3 		$270K Buy
+134,393
New +$342K ﹤0.01% 2064

Other funds holding SOUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CAPTRUST Financial Advisors's SOUN Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its SoundHound AI (SOUN) stake by 36% in Q2 2026, buying an estimated $285K and bringing the position to 138,462 shares worth $896K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

CAPTRUST Financial Advisors first reported a position in SOUN in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.46M in Q3 2025. 441 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • CAPTRUST Financial Advisors held 138,462 shares of SoundHound AI worth $896K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 36,790 SoundHound AI shares in Q2 2026, an estimated $285K.
  • SoundHound AI made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1808 holding.
  • CAPTRUST Financial Advisors first reported a position in SoundHound AI in Q3 2023 and has held it in 12 quarters since.
  • CAPTRUST Financial Advisors's SoundHound AI position peaked at $3.46M in Q3 2025.
  • 441 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.