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Kerr Financial Planning’s SoundHound AI SOUN Stock Holding History

Kerr Financial Planning’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 		$104K Sell
16,000
-3,000
-16% -$23.2K 0.12% 133
2026
Q1 		$153K Sell
19,000
-2,000
-10% -$17.3K 0.11% 96
2025
Q4 		$155K Sell
21,000
-1,000
-5% -$14.4K 0.21% 97
2025
Q3 		$258K Buy
+22,000
New +$292K 0.36% 58

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

Kerr Financial Planning's SOUN Position: Q2 2026 in Review

Kerr Financial Planning reduced its SoundHound AI (SOUN) stake by 16% in Q2 2026, selling an estimated $23.2K and leaving 16,000 shares worth $104K. The position accounts for 0.12% of the portfolio, ranked #133.

Kerr Financial Planning first reported a position in SOUN in Q3 2025 and has held it in 4 quarters since. The position peaked at $258K in Q3 2025. 440 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • Kerr Financial Planning held 16,000 shares of SoundHound AI worth $104K as of Q2 2026.
  • Kerr Financial Planning sold 3,000 SoundHound AI shares in Q2 2026, an estimated $23.2K.
  • SoundHound AI made up 0.12% of Kerr Financial Planning's portfolio in Q2 2026, its #133 holding.
  • Kerr Financial Planning first reported a position in SoundHound AI in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's SoundHound AI position peaked at $258K in Q3 2025.
  • 440 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.