Root Financial Partners
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Root Financial Partners’s SoundHound AI SOUN Stock Holding History

Root Financial Partners’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 		$3.82K Buy
+634
New +$4.18K ﹤0.01% 2333
2026
Q2 		– Sell
-578
Closed -$3.97K – 2765
2026
Q1 		$3.97K Sell
578
-124
-18% -$1.07K ﹤0.01% 2040
2025
Q4 		$7K Buy
702
+302
+76% +$4.35K ﹤0.01% 1647
2025
Q3 		$6.43K Buy
+400
New +$5.31K ﹤0.01% 1624

Other funds holding SOUN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Root Financial Partners's SOUN Position: Q3 2026 in Review

Root Financial Partners opened a new position in SoundHound AI (SOUN) in Q3 2026: 634 shares worth $3.82K. The stake represents ﹤0.01% of the portfolio and ranks #2333 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SOUN as recently as Q1 2026.

Root Financial Partners first reported a position in SOUN in Q3 2025 and has held it in 4 quarters since. The position peaked at $7K in Q4 2025. 260 funds tracked by Wall St. Rank hold SOUN as of Q3 2026.

  • Root Financial Partners held 634 shares of SoundHound AI worth $3.82K as of Q3 2026.
  • SoundHound AI was a new Root Financial Partners position in Q3 2026.
  • SoundHound AI made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2333 holding.
  • Root Financial Partners first reported a position in SoundHound AI in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's SoundHound AI position peaked at $7K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held SoundHound AI as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.