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Summit Financial’s SoundHound AI SOUN Stock Holding History

Summit Financial’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 		$67.2K Sell
10,387
-673
-6% -$5.21K ﹤0.01% 1568
2026
Q1 		$76K Sell
11,060
-26,628
-71% -$230K ﹤0.01% 1387
2025
Q4 		$376K Sell
37,688
-1,929
-5% -$27.8K 0.01% 989
2025
Q3 		$637K Buy
+39,617
New +$526K 0.01% 805

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

Summit Financial's SOUN Position: Q2 2026 in Review

Summit Financial reduced its SoundHound AI (SOUN) stake by 6.1% in Q2 2026, selling an estimated $5.21K and leaving 10,387 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Summit Financial first reported a position in SOUN in Q3 2025 and has held it in 4 quarters since. The position peaked at $637K in Q3 2025. 441 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • Summit Financial held 10,387 shares of SoundHound AI worth $67.2K as of Q2 2026.
  • Summit Financial sold 673 SoundHound AI shares in Q2 2026, an estimated $5.21K.
  • SoundHound AI made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1568 holding.
  • Summit Financial first reported a position in SoundHound AI in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's SoundHound AI position peaked at $637K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.