CFM
NOTE

Comprehensive Financial Management’s FiscalNote NOTE Stock Holding History

Comprehensive Financial Management’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
-84,248
Closed -$124K – 40
2025
Q4 		$124K Hold
84,248
– – ﹤0.01% 36
2025
Q3 		$390K Sell
84,248
-1
-0% -$6 0.01% 35
2025
Q2 		$542K Hold
84,249
– – 0.02% 37
2025
Q1 		$817K Hold
84,249
– – 0.03% 30
2024
Q4 		$1.08M Hold
84,249
– – 0.03% 29
2024
Q3 		$1.29M Hold
84,249
– – 0.04% 28
2024
Q2 		$1.48M Hold
84,249
– – 0.05% 25
2024
Q1 		$1.34M Hold
84,249
– – 0.04% 25
2023
Q4 		$1.15M Hold
84,249
– – 0.04% 26
2023
Q3 		$2.1M Hold
84,249
– – 0.08% 23
2023
Q2 		$3.68M Hold
84,249
– – 0.12% 21
2023
Q1 		$2.25M Hold
84,249
– – 0.07% 22
2022
Q4 		$6.4M Hold
84,249
– – 0.21% 14
2022
Q3 		$6.44M Buy
+84,249
New +$8.46M 0.17% 15

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

Comprehensive Financial Management's NOTE Position: Q1 2026 in Review

Comprehensive Financial Management sold out of FiscalNote (NOTE) in Q1 2026, closing a stake of 84,248 shares — an estimated $124K sold.

Comprehensive Financial Management first reported a position in NOTE in Q3 2022 and held it in 14 quarters. The position peaked at $6.44M in Q3 2022. 4 funds tracked by Wall St. Rank hold NOTE as of Q1 2026.

  • Comprehensive Financial Management reported no remaining FiscalNote position as of Q1 2026 after selling out during the quarter.
  • Comprehensive Financial Management sold 84,248 FiscalNote shares in Q1 2026, an estimated $124K.
  • Comprehensive Financial Management first reported a position in FiscalNote in Q3 2022 and held it in 14 quarters.
  • Comprehensive Financial Management's FiscalNote position peaked at $6.44M in Q3 2022.
  • 4 funds tracked by Wall St. Rank held FiscalNote as of Q1 2026.

Based on Comprehensive Financial Management's 13F filing for Q1 2026, filed 15 May 2026.