Kestra Advisory Services’s SoundHound AI SOUN Stock Holding History

Kestra Advisory Services’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	$392K	Sell	60,610 -6,293	-9%	-$48.7K	﹤0.01%	2532
2026 Q1	$460K	Buy	66,903 +20,804	+45%	+$180K	﹤0.01%	2286
2025 Q4	$460K	Buy	46,099 +1,122	+2%	+$16.1K	﹤0.01%	2220
2025 Q3	$723K	Buy	44,977 +4,075	+10%	+$54.1K	﹤0.01%	1814
2025 Q2	$439K	Buy	40,902 +8,201	+25%	+$77.3K	﹤0.01%	2062
2025 Q1	$266K	Buy	32,701 +11,335	+53%	+$141K	﹤0.01%	2259
2024 Q4	$424K	Buy	21,366 +4,749	+29%	+$45.8K	﹤0.01%	1986
2024 Q3	$77.4K	Sell	16,617 -13,388	-45%	-$64.7K	﹤0.01%	2487
2024 Q2	$119K	Buy	30,005 +10,540	+54%	+$48.9K	﹤0.01%	2500
2024 Q1	$115K	Sell	19,465 -73,003	-79%	-$289K	﹤0.01%	2361
2023 Q4	$196K	Sell	92,468 -2,532	-3%	-$5.01K	﹤0.01%	2112
2023 Q3	$191K	Buy	+95,000	New	+$242K	﹤0.01%	1930

Other funds holding SOUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kestra Advisory Services's SOUN Position: Q2 2026 in Review

Kestra Advisory Services reduced its SoundHound AI (SOUN) stake by 9.4% in Q2 2026, selling an estimated $48.7K and leaving 60,610 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #2532.

Kestra Advisory Services first reported a position in SOUN in Q3 2023 and has held it in 12 quarters since. The position peaked at $723K in Q3 2025. 441 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

Kestra Advisory Services held 60,610 shares of SoundHound AI worth $392K as of Q2 2026.
Kestra Advisory Services sold 6,293 SoundHound AI shares in Q2 2026, an estimated $48.7K.
SoundHound AI made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2532 holding.
Kestra Advisory Services first reported a position in SoundHound AI in Q3 2023 and has held it in 12 quarters since.
Kestra Advisory Services's SoundHound AI position peaked at $723K in Q3 2025.
441 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.