Callan Family Office’s FiscalNote NOTE Stock Holding History

Callan Family Office’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 Q3	–	Sell	-1,677	Closed	-$10.8K	–	917
2025 Q2	$10.8K	Buy	+1,677	New	+$12.6K	﹤0.01%	929

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

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

YAG

Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return

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

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

CFM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Callan Family Office's NOTE Position: Q3 2025 in Review

Callan Family Office sold out of FiscalNote (NOTE) in Q3 2025, closing a stake of 1,677 shares — an estimated $10.8K sold.

Callan Family Office first reported a position in NOTE in Q2 2025 and held it in 1 quarter. The position peaked at $10.8K in Q2 2025. 47 funds tracked by Wall St. Rank hold NOTE as of Q3 2025.

Callan Family Office reported no remaining FiscalNote position as of Q3 2025 after selling out during the quarter.
Callan Family Office sold 1,677 FiscalNote shares in Q3 2025, an estimated $10.8K.
Callan Family Office first reported a position in FiscalNote in Q2 2025 and held it in 1 quarter.
Callan Family Office's FiscalNote position peaked at $10.8K in Q2 2025.
47 funds tracked by Wall St. Rank held FiscalNote as of Q3 2025.

Based on Callan Family Office's 13F filing for Q3 2025, filed 4 Nov 2025.