Focus Partners Wealth
NOTE

Focus Partners Wealth’s FiscalNote NOTE Stock Holding History

Focus Partners Wealth’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
-66,989
Closed -$309K – 2774
2025
Q4 		$309K Buy
66,989
+323
+0.5% +$982 ﹤0.01% 2211
2025
Q3 		$309K Sell
66,666
-288
-0.4% -$1.86K ﹤0.01% 1826
2025
Q2 		$431K Buy
66,954
+285
+0.4% +$2.14K ﹤0.01% 1520
2025
Q1 		$647K Buy
66,669
+59,507
+831% +$895K ﹤0.01% 1227
2024
Q4 		$92K Buy
7,162
+4
+0.1% +$49 ﹤0.01% 1800
2024
Q3 		$110K Buy
+7,158
New +$125K ﹤0.01% 1511

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

Focus Partners Wealth's NOTE Position: Q1 2026 in Review

Focus Partners Wealth sold out of FiscalNote (NOTE) in Q1 2026, closing a stake of 66,989 shares — an estimated $309K sold.

Focus Partners Wealth first reported a position in NOTE in Q3 2024 and held it in 6 quarters. The position peaked at $647K in Q1 2025. 4 funds tracked by Wall St. Rank hold NOTE as of Q1 2026.

  • Focus Partners Wealth reported no remaining FiscalNote position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 66,989 FiscalNote shares in Q1 2026, an estimated $309K.
  • Focus Partners Wealth first reported a position in FiscalNote in Q3 2024 and held it in 6 quarters.
  • Focus Partners Wealth's FiscalNote position peaked at $647K in Q1 2025.
  • 4 funds tracked by Wall St. Rank held FiscalNote as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.