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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
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

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Root Financial Partners's SOUN Position: Q2 2026 in Review

Root Financial Partners sold out of SoundHound AI (SOUN) in Q2 2026, closing a stake of 578 shares — an estimated $3.97K sold.

Root Financial Partners first reported a position in SOUN in Q3 2025 and held it in 3 quarters. The position peaked at $7K in Q4 2025. 444 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • Root Financial Partners reported no remaining SoundHound AI position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 578 SoundHound AI shares in Q2 2026, an estimated $3.97K.
  • Root Financial Partners first reported a position in SoundHound AI in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's SoundHound AI position peaked at $7K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.