Kestra Private Wealth Services’s SoundHound AI SOUN Stock Holding History

Kestra Private Wealth 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	$682K	Buy	105,436 +4,781	+5%	+$37K	0.01%	1091
2026 Q1	$692K	Buy	100,655 +27,036	+37%	+$233K	0.01%	1035
2025 Q4	$734K	Buy	73,619 +51,195	+228%	+$737K	0.01%	951
2025 Q3	$361K	Buy	22,424 +399	+2%	+$5.29K	﹤0.01%	1262
2025 Q2	$236K	Buy	22,025 +5,050	+30%	+$47.6K	﹤0.01%	1424
2025 Q1	$138K	Buy	16,975 +3,665	+28%	+$45.7K	﹤0.01%	1433
2024 Q4	$264K	Buy	+13,310	New	+$128K	﹤0.01%	1183

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 Private Wealth Services's SOUN Position: Q2 2026 in Review

Kestra Private Wealth Services increased its SoundHound AI (SOUN) stake by 4.7% in Q2 2026, buying an estimated $37K and bringing the position to 105,436 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #1091.

Kestra Private Wealth Services first reported a position in SOUN in Q4 2024 and has held it in 7 quarters since. The position peaked at $734K in Q4 2025. 441 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

Kestra Private Wealth Services held 105,436 shares of SoundHound AI worth $682K as of Q2 2026.
Kestra Private Wealth Services bought 4,781 SoundHound AI shares in Q2 2026, an estimated $37K.
SoundHound AI made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1091 holding.
Kestra Private Wealth Services first reported a position in SoundHound AI in Q4 2024 and has held it in 7 quarters since.
Kestra Private Wealth Services's SoundHound AI position peaked at $734K in Q4 2025.
441 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

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