J.W. Cole Advisors’s SoundHound AI SOUN Stock Holding History

J.W. Cole 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	$111K	Buy	+17,168	New	+$133K	﹤0.01%	1547
2026 Q1	–	Sell	-16,987	Closed	-$124K	–	1376
2025 Q4	$124K	Sell	16,987 -527	-3%	-$7.58K	﹤0.01%	1358
2025 Q3	$282K	Buy	17,514 +2,266	+15%	+$30.1K	0.01%	1245
2025 Q2	$164K	Buy	+15,248	New	+$144K	﹤0.01%	1381

Other funds holding SOUN

Kieckhefer Group Mequon, Wisconsin $246M AUM 51.29% 1-Year Est. Return

TMC

Themes Management Co Greenwich, Connecticut $151M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

BFG

Birch Financial Group Keene, New Hampshire $195M AUM 21.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

J.W. Cole Advisors's SOUN Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in SoundHound AI (SOUN) in Q2 2026: 17,168 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #1547 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SOUN as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SOUN in Q2 2025 and has held it in 4 quarters since. The position peaked at $282K in Q3 2025. 90 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

J.W. Cole Advisors held 17,168 shares of SoundHound AI worth $111K as of Q2 2026.
SoundHound AI was a new J.W. Cole Advisors position in Q2 2026.
SoundHound AI made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1547 holding.
J.W. Cole Advisors first reported a position in SoundHound AI in Q2 2025 and has held it in 4 quarters since.
J.W. Cole Advisors's SoundHound AI position peaked at $282K in Q3 2025.
90 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.