EWA
NOTE

EverSource Wealth Advisors’s FiscalNote NOTE Stock Holding History

EverSource Wealth Advisors’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
-28
Closed -$179 – 4426
2025
Q2 		$179 Sell
28
-6
-18% -$45 ﹤0.01% 4071
2025
Q1 		$325 Buy
+34
New +$511 ﹤0.01% 3586

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.32% 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
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EverSource Wealth Advisors's NOTE Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of FiscalNote (NOTE) in Q3 2025, closing a stake of 28 shares — an estimated $179 sold.

EverSource Wealth Advisors first reported a position in NOTE in Q1 2025 and held it in 2 quarters. The position peaked at $325 in Q1 2025. 47 funds tracked by Wall St. Rank hold NOTE as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining FiscalNote position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 28 FiscalNote shares in Q3 2025, an estimated $179.
  • EverSource Wealth Advisors first reported a position in FiscalNote in Q1 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's FiscalNote position peaked at $325 in Q1 2025.
  • 47 funds tracked by Wall St. Rank held FiscalNote as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.