Pinnacle Wealth Planning Services
SOUN icon

Pinnacle Wealth Planning Services’s SoundHound AI SOUN Stock Holding History

Pinnacle Wealth Planning 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
Q3 		– Sell
-910
Closed -$5.89K – 2924
2026
Q2 		$5.89K Sell
910
-2,150
-70% -$16.6K ﹤0.01% 2253
2026
Q1 		$21K Buy
3,060
+944
+45% +$8.15K ﹤0.01% 1675
2025
Q4 		$21.1K Buy
+2,116
New +$30.4K ﹤0.01% 1690

Other funds holding SOUN

Kieckhefer Group
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Birch Financial Group
Birch Financial Group Keene, New Hampshire $214M AUM 13.15% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Trueblood Wealth Management
Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Pinnacle Wealth Planning Services's SOUN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services sold out of SoundHound AI (SOUN) in Q3 2026, closing a stake of 910 shares — an estimated $5.89K sold.

Pinnacle Wealth Planning Services first reported a position in SOUN in Q4 2025 and held it in 3 quarters. The position peaked at $21.1K in Q4 2025. 104 funds tracked by Wall St. Rank hold SOUN as of Q3 2026.

  • Pinnacle Wealth Planning Services reported no remaining SoundHound AI position as of Q3 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 910 SoundHound AI shares in Q3 2026, an estimated $5.89K.
  • Pinnacle Wealth Planning Services first reported a position in SoundHound AI in Q4 2025 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's SoundHound AI position peaked at $21.1K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held SoundHound AI as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.