NOTE — FISCALNOTE HOLDINGS INC

Ownership history in Focus Partners Wealth  ·  6 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in FISCALNOTE HOLDINGS INC (NOTE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 66,989 +323 +0.5% 0.00% $309K $1.47
2025 Q3 REDUCED 66,666 -736,777 -91.7% 0.00% $309K $4.63
2025 Q2 ADDED 803,443 +3,410 +0.4% 0.00% $431K $6.43
2025 Q1 ADDED 800,033 +714,091 +830.9% 0.00% $647K $9.70
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% of Fund (quarterly)    NOTE price (monthly, adj. close)

Other funds also holding NOTE

As of 2025 Q4 — sorted by position size

STONEHILL CAPITAL MANAGEMENT LLC 3Y 7Y 0.1% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.01% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.0% Comprehensive Financial Management LLC 3Y 0.0% XTX Topco Ltd 3Y 0.0% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.0% NewEdge Advisors, LLC 3Y 7Y 0.0% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0% Tidemark, LLC 0.0% TWO SIGMA INVESTMENTS, LP 3Y 7Y 0.0%
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