Ameriprise
NOTE

Ameriprise’s FiscalNote NOTE Stock Holding History

Ameriprise’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
-14,713
Closed -$143K – 4080
2025
Q1 		$143K Sell
14,713
-6,815
-32% -$103K ﹤0.01% 3835
2024
Q4 		$276K Sell
21,528
-26,272
-55% -$320K ﹤0.01% 3758
2024
Q3 		$734K Buy
47,800
+2,018
+4% +$35.1K ﹤0.01% 3345
2024
Q2 		$802K Buy
45,782
+21,466
+88% +$340K ﹤0.01% 3243
2024
Q1 		$388K Buy
+24,316
New +$411K ﹤0.01% 3509

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise's NOTE Position: Q2 2025 in Review

Ameriprise sold out of FiscalNote (NOTE) in Q2 2025, closing a stake of 14,713 shares — an estimated $143K sold.

Ameriprise first reported a position in NOTE in Q1 2024 and held it in 5 quarters. The position peaked at $802K in Q2 2024. 70 funds tracked by Wall St. Rank hold NOTE as of Q2 2025.

  • Ameriprise reported no remaining FiscalNote position as of Q2 2025 after selling out during the quarter.
  • Ameriprise sold 14,713 FiscalNote shares in Q2 2025, an estimated $143K.
  • Ameriprise first reported a position in FiscalNote in Q1 2024 and held it in 5 quarters.
  • Ameriprise's FiscalNote position peaked at $802K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held FiscalNote as of Q2 2025.

Based on Ameriprise's 13F filing for Q2 2025, filed 14 Aug 2025.