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Dynamic Advisor Solutions’s SoundHound AI SOUN Stock Holding History

Dynamic Advisor Solutions’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
2025
Q4 		– Sell
-11,803
Closed -$190K – 995
2025
Q3 		$190K Buy
+11,803
New +$157K 0.01% 902
2024
Q4 		– Sell
-14,195
Closed -$66.1K – 816
2024
Q3 		$66.1K Buy
+14,195
New +$68.6K ﹤0.01% 914

Other funds holding SOUN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dynamic Advisor Solutions's SOUN Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of SoundHound AI (SOUN) in Q4 2025, closing a stake of 11,803 shares — an estimated $190K sold.

Dynamic Advisor Solutions first reported a position in SOUN in Q3 2024 and held it in 2 quarters. The position peaked at $190K in Q3 2025. 464 funds tracked by Wall St. Rank hold SOUN as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining SoundHound AI position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 11,803 SoundHound AI shares in Q4 2025, an estimated $190K.
  • Dynamic Advisor Solutions first reported a position in SoundHound AI in Q3 2024 and held it in 2 quarters.
  • Dynamic Advisor Solutions's SoundHound AI position peaked at $190K in Q3 2025.
  • 464 funds tracked by Wall St. Rank held SoundHound AI as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.