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Ethos Financial Group’s SoundHound AI SOUN Stock Holding History

Ethos 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 		$413K Buy
63,884
+29,947
+88% +$232K 0.03% 409
2026
Q1 		$338K Hold
33,937
– – 0.02% 382
2025
Q4 		$338K Buy
33,937
+11,660
+52% +$168K 0.03% 364
2025
Q3 		$358K Buy
+22,277
New +$296K 0.03% 330

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

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

Ethos Financial Group increased its SoundHound AI (SOUN) stake by 88% in Q2 2026, buying an estimated $232K and bringing the position to 63,884 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #409.

Ethos Financial Group first reported a position in SOUN in Q3 2025 and has held it in 4 quarters since. 441 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • Ethos Financial Group held 63,884 shares of SoundHound AI worth $413K as of Q2 2026.
  • Ethos Financial Group bought 29,947 SoundHound AI shares in Q2 2026, an estimated $232K.
  • SoundHound AI made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #409 holding.
  • Ethos Financial Group first reported a position in SoundHound AI in Q3 2025 and has held it in 4 quarters since.
  • 441 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.