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Evercore Wealth Management’s SoundHound AI SOUN Stock Holding History

Evercore Wealth Management’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 		– Sell
-13,200
Closed -$90.7K – 445
2026
Q1 		$90.7K Hold
13,200
– – ﹤0.01% 408
2025
Q4 		$132K Hold
13,200
– – ﹤0.01% 407
2025
Q3 		$212K Hold
13,200
– – ﹤0.01% 390
2025
Q2 		$142K Hold
13,200
– – ﹤0.01% 399
2025
Q1 		$107K Buy
+13,200
New +$165K ﹤0.01% 410

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

Evercore Wealth Management's SOUN Position: Q2 2026 in Review

Evercore Wealth Management sold out of SoundHound AI (SOUN) in Q2 2026, closing a stake of 13,200 shares — an estimated $90.7K sold.

Evercore Wealth Management first reported a position in SOUN in Q1 2025 and held it in 5 quarters. The position peaked at $212K in Q3 2025. 441 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • Evercore Wealth Management reported no remaining SoundHound AI position as of Q2 2026 after selling out during the quarter.
  • Evercore Wealth Management sold 13,200 SoundHound AI shares in Q2 2026, an estimated $90.7K.
  • Evercore Wealth Management first reported a position in SoundHound AI in Q1 2025 and held it in 5 quarters.
  • Evercore Wealth Management's SoundHound AI position peaked at $212K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.