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Strategic Financial Concepts’s SoundHound AI SOUN Stock Holding History

Strategic Financial Concepts’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
-13,720
Closed -$145K – 305
2026
Q1 		$145K Buy
+13,720
New +$118K 0.04% 293

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

Strategic Financial Concepts's SOUN Position: Q2 2026 in Review

Strategic Financial Concepts sold out of SoundHound AI (SOUN) in Q2 2026, closing a stake of 13,720 shares — an estimated $145K sold.

Strategic Financial Concepts first reported a position in SOUN in Q1 2026 and held it in 1 quarter. The position peaked at $145K in Q1 2026. 441 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • Strategic Financial Concepts reported no remaining SoundHound AI position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 13,720 SoundHound AI shares in Q2 2026, an estimated $145K.
  • Strategic Financial Concepts first reported a position in SoundHound AI in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Concepts's SoundHound AI position peaked at $145K in Q1 2026.
  • 441 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.