Bank of America
NOTE

Bank of America’s FiscalNote NOTE Stock Holding History

Bank of America’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
2026
Q1 		– Sell
-106
Closed -$156 – 6495
2025
Q4 		$156 Buy
106
+11
+12% +$33 ﹤0.01% 6745
2025
Q3 		$439 Sell
95
-1,050
-92% -$6.79K ﹤0.01% 7613
2025
Q2 		$7.36K Sell
1,145
-1,644
-59% -$12.3K ﹤0.01% 7243
2025
Q1 		$27K Sell
2,789
-1,298
-32% -$19.5K ﹤0.01% 6883
2024
Q4 		$52.5K Buy
4,087
+1,390
+52% +$16.9K ﹤0.01% 6624
2024
Q3 		$41.4K Sell
2,697
-161
-6% -$2.8K ﹤0.01% 6597
2024
Q2 		$50.1K Buy
2,858
+1,150
+67% +$18.2K ﹤0.01% 6516
2024
Q1 		$27.3K Sell
1,708
-9,521
-85% -$161K ﹤0.01% 6688
2023
Q4 		$154K Buy
11,229
+8,029
+251% +$132K ﹤0.01% 6214
2023
Q3 		$79.9K Buy
3,200
+424
+15% +$14.5K ﹤0.01% 6337
2023
Q2 		$121K Sell
2,776
-7,407
-73% -$208K ﹤0.01% 6121
2023
Q1 		$272K Buy
+10,183
New +$414K ﹤0.01% 5760

Other funds holding NOTE

Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Bank of America's NOTE Position: Q1 2026 in Review

Bank of America sold out of FiscalNote (NOTE) in Q1 2026, closing a stake of 106 shares — an estimated $156 sold.

Bank of America first reported a position in NOTE in Q1 2023 and held it in 12 quarters. The position peaked at $272K in Q1 2023. 4 funds tracked by Wall St. Rank hold NOTE as of Q1 2026.

  • Bank of America reported no remaining FiscalNote position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 106 FiscalNote shares in Q1 2026, an estimated $156.
  • Bank of America first reported a position in FiscalNote in Q1 2023 and held it in 12 quarters.
  • Bank of America's FiscalNote position peaked at $272K in Q1 2023.
  • 4 funds tracked by Wall St. Rank held FiscalNote as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.