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Patriot Financial Group Insurance Agency’s SoundHound AI SOUN Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-56,225
Closed -$561K – 716
2025
Q4 		$561K Sell
56,225
-17,303
-24% -$249K 0.07% 276
2025
Q3 		$1.18M Sell
73,528
-258
-0.3% -$3.42K 0.15% 176
2025
Q2 		$792K Buy
73,786
+26,111
+55% +$246K 0.09% 245
2025
Q1 		$387K Buy
47,675
+17,722
+59% +$221K 0.05% 340
2024
Q4 		$594K Buy
+29,953
New +$289K 0.08% 260

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM

Patriot Financial Group Insurance Agency's SOUN Position: Q1 2026 in Review

Patriot Financial Group Insurance Agency sold out of SoundHound AI (SOUN) in Q1 2026, closing a stake of 56,225 shares — an estimated $561K sold.

Patriot Financial Group Insurance Agency first reported a position in SOUN in Q4 2024 and held it in 5 quarters. The position peaked at $1.18M in Q3 2025. 449 funds tracked by Wall St. Rank hold SOUN as of Q1 2026.

  • Patriot Financial Group Insurance Agency reported no remaining SoundHound AI position as of Q1 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 56,225 SoundHound AI shares in Q1 2026, an estimated $561K.
  • Patriot Financial Group Insurance Agency first reported a position in SoundHound AI in Q4 2024 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's SoundHound AI position peaked at $1.18M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held SoundHound AI as of Q1 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2026, filed 22 Apr 2026.