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Independent Financial Group’s SoundHound AI SOUN Stock Holding History

Independent 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 		$149K Sell
23,058
-235
-1% -$1.82K ﹤0.01% 1502
2026
Q1 		$160K Buy
23,293
+5,680
+32% +$49K ﹤0.01% 1399
2025
Q4 		$176K Sell
17,613
-12,941
-42% -$186K ﹤0.01% 1357
2025
Q3 		$491K Buy
30,554
+10,736
+54% +$142K 0.01% 863
2025
Q2 		$213K Buy
+19,818
New +$187K 0.01% 1197
2025
Q1 		– Sell
-38,400
Closed -$762K – 1256
2024
Q4 		$762K Buy
+38,400
New +$370K 0.03% 557

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

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

Independent Financial Group reduced its SoundHound AI (SOUN) stake by 1% in Q2 2026, selling an estimated $1.82K and leaving 23,058 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Independent Financial Group first reported a position in SOUN in Q4 2024 and has held it in 6 quarters since. The position peaked at $762K in Q4 2024. 440 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • Independent Financial Group held 23,058 shares of SoundHound AI worth $149K as of Q2 2026.
  • Independent Financial Group sold 235 SoundHound AI shares in Q2 2026, an estimated $1.82K.
  • SoundHound AI made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1502 holding.
  • Independent Financial Group first reported a position in SoundHound AI in Q4 2024 and has held it in 6 quarters since.
  • Independent Financial Group's SoundHound AI position peaked at $762K in Q4 2024.
  • 440 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.