Amalgamated Bank’s FiscalNote NOTE Stock Holding History

Amalgamated Bank’s Portfolio NOTE Stock Details NOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-175	Closed	-$2K	–	3095
2025 Q1	$2K	Hold	175	–	–	﹤0.01%	2857
2024 Q4	$2K	Hold	175	–	–	﹤0.01%	2913
2024 Q3	$3K	Hold	175	–	–	﹤0.01%	2885
2024 Q2	$3K	Hold	175	–	–	﹤0.01%	2925
2024 Q1	$3K	Sell	175 -335	-66%	-$5.67K	﹤0.01%	2835
2023 Q4	$7K	Sell	510 -52	-9%	-$858	﹤0.01%	2911
2023 Q3	$14K	Hold	562	–	–	﹤0.01%	2814
2023 Q2	$25K	Buy	+562	New	+$15.8K	﹤0.01%	2630

Other funds holding NOTE

MCP

Maso Capital Partners Hong Kong $60.9M AUM 0.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Amalgamated Bank's NOTE Position: Q2 2025 in Review

Amalgamated Bank sold out of FiscalNote (NOTE) in Q2 2025, closing a stake of 175 shares — an estimated $2K sold.

Amalgamated Bank first reported a position in NOTE in Q2 2023 and held it in 8 quarters. The position peaked at $25K in Q2 2023. 70 funds tracked by Wall St. Rank hold NOTE as of Q2 2025.

Amalgamated Bank reported no remaining FiscalNote position as of Q2 2025 after selling out during the quarter.
Amalgamated Bank sold 175 FiscalNote shares in Q2 2025, an estimated $2K.
Amalgamated Bank first reported a position in FiscalNote in Q2 2023 and held it in 8 quarters.
Amalgamated Bank's FiscalNote position peaked at $25K in Q2 2023.
70 funds tracked by Wall St. Rank held FiscalNote as of Q2 2025.

Based on Amalgamated Bank's 13F filing for Q2 2025, filed 4 Aug 2025.