KA
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Kovack Advisors’s SoundHound AI SOUN Stock Holding History

Kovack 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
Q1 		$402K Buy
59,995
+33,351
+125% +$288K 0.02% 657
2025
Q4 		$266K Buy
26,644
+300
+1% +$4.32K 0.01% 802
2025
Q3 		$424K Buy
26,344
+11,588
+79% +$154K 0.04% 374
2025
Q2 		$158K Buy
+14,756
New +$139K 0.02% 584
2025
Q1 		– Sell
-15,410
Closed -$306K – 626
2024
Q4 		$306K Buy
+15,410
New +$148K 0.03% 441
2023
Q2 		– Sell
-17,275
Closed -$47.7K – 641
2023
Q1 		$47.7K Buy
+17,275
New +$40.7K 0.01% 574

Other funds holding SOUN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
DE
Defiance ETFs New York $6.95B AUM