IFP Advisors’s FiscalNote NOTE Stock Holding History

IFP 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 Q4	–	Sell	-21	Closed	-$9	–	4989
2025 Q3	$9	Buy	21 +19	+950%	+$123	﹤0.01%	4789
2025 Q2	$11	Buy	2 +1	+100%	+$7	﹤0.01%	4870
2025 Q1	$9	Hold	1	–	–	﹤0.01%	4239
2024 Q4	$12	Buy	+1	New	+$12	﹤0.01%	4519

Other funds holding NOTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPL

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

IFP Advisors's NOTE Position: Q4 2025 in Review

IFP Advisors sold out of FiscalNote (NOTE) in Q4 2025, closing a stake of 21 shares — an estimated $9 sold.

IFP Advisors first reported a position in NOTE in Q4 2024 and held it in 4 quarters. The position peaked at $12 in Q4 2024. 51 funds tracked by Wall St. Rank hold NOTE as of Q4 2025.

IFP Advisors reported no remaining FiscalNote position as of Q4 2025 after selling out during the quarter.
IFP Advisors sold 21 FiscalNote shares in Q4 2025, an estimated $9.
IFP Advisors first reported a position in FiscalNote in Q4 2024 and held it in 4 quarters.
IFP Advisors's FiscalNote position peaked at $12 in Q4 2024.
51 funds tracked by Wall St. Rank held FiscalNote as of Q4 2025.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.