Ameritas Investment Partners’s FiscalNote NOTE Stock Holding History

Ameritas Investment Partners’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	-429	Closed	-$4.16K	–	3293
2025 Q1	$4.16K	Hold	429	–	–	﹤0.01%	3010
2024 Q4	$5.5K	Hold	429	–	–	﹤0.01%	3015
2024 Q3	$6.58K	Hold	429	–	–	﹤0.01%	3003
2024 Q2	$7.51K	Hold	429	–	–	﹤0.01%	2992
2024 Q1	$6.84K	Hold	429	–	–	﹤0.01%	2902
2023 Q4	$5.86K	Hold	429	–	–	﹤0.01%	2949
2023 Q3	$10.7K	Hold	429	–	–	﹤0.01%	2819
2023 Q2	$18.7K	Buy	+429	New	+$12.1K	﹤0.01%	2603

Other funds holding NOTE

MCP

Maso Capital Partners Hong Kong $60.9M AUM 0.38% 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 $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameritas Investment Partners's NOTE Position: Q2 2025 in Review

Ameritas Investment Partners sold out of FiscalNote (NOTE) in Q2 2025, closing a stake of 429 shares — an estimated $4.16K sold.

Ameritas Investment Partners first reported a position in NOTE in Q2 2023 and held it in 8 quarters. The position peaked at $18.7K in Q2 2023. 70 funds tracked by Wall St. Rank hold NOTE as of Q2 2025.

Ameritas Investment Partners reported no remaining FiscalNote position as of Q2 2025 after selling out during the quarter.
Ameritas Investment Partners sold 429 FiscalNote shares in Q2 2025, an estimated $4.16K.
Ameritas Investment Partners first reported a position in FiscalNote in Q2 2023 and held it in 8 quarters.
Ameritas Investment Partners's FiscalNote position peaked at $18.7K in Q2 2023.
70 funds tracked by Wall St. Rank held FiscalNote as of Q2 2025.

Based on Ameritas Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.