Bank of New York Mellon
NOTE

Bank of New York Mellon’s FiscalNote NOTE Stock Holding History

Bank of New York Mellon’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
-11,929
Closed -$116K – 4226
2025
Q1 		$116K Buy
11,929
+2,530
+27% +$38.1K ﹤0.01% 3984
2024
Q4 		$121K Hold
9,399
– – ﹤0.01% 4013
2024
Q3 		$144K Sell
9,399
-3,499
-27% -$60.9K ﹤0.01% 3967
2024
Q2 		$226K Sell
12,898
-1,505
-10% -$23.9K ﹤0.01% 3913
2024
Q1 		$230K Sell
14,403
-1,159
-7% -$19.6K ﹤0.01% 3891
2023
Q4 		$213K Hold
15,562
– – ﹤0.01% 3935
2023
Q3 		$388K Hold
15,562
– – ﹤0.01% 3681
2023
Q2 		$680K Buy
15,562
+13,221
+565% +$371K ﹤0.01% 3436
2023
Q1 		$62.6K Hold
2,341
– – ﹤0.01% 4153
2022
Q4 		$178K Hold
2,341
– – ﹤0.01% 4007
2022
Q3 		$179K Buy
+2,341
New +$235K ﹤0.01% 4058

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

Bank of New York Mellon's NOTE Position: Q2 2025 in Review

Bank of New York Mellon sold out of FiscalNote (NOTE) in Q2 2025, closing a stake of 11,929 shares — an estimated $116K sold.

Bank of New York Mellon first reported a position in NOTE in Q3 2022 and held it in 11 quarters. The position peaked at $680K in Q2 2023. 70 funds tracked by Wall St. Rank hold NOTE as of Q2 2025.

  • Bank of New York Mellon reported no remaining FiscalNote position as of Q2 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 11,929 FiscalNote shares in Q2 2025, an estimated $116K.
  • Bank of New York Mellon first reported a position in FiscalNote in Q3 2022 and held it in 11 quarters.
  • Bank of New York Mellon's FiscalNote position peaked at $680K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held FiscalNote as of Q2 2025.

Based on Bank of New York Mellon's 13F filing for Q2 2025, filed 5 Aug 2025.