JFG
NOTE

Jefferies Financial Group’s FiscalNote NOTE Stock Holding History

Jefferies Financial Group’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
Q2 		– Sell
-4,167
Closed -$40.4K – 1656
2025
Q1 		$40.4K Buy
+4,167
New +$62.7K ﹤0.01% 1524

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Jefferies Financial Group's NOTE Position: Q2 2025 in Review

Jefferies Financial Group sold out of FiscalNote (NOTE) in Q2 2025, closing a stake of 4,167 shares — an estimated $40.4K sold.

Jefferies Financial Group first reported a position in NOTE in Q1 2025 and held it in 1 quarter. The position peaked at $40.4K in Q1 2025. 70 funds tracked by Wall St. Rank hold NOTE as of Q2 2025.

  • Jefferies Financial Group reported no remaining FiscalNote position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 4,167 FiscalNote shares in Q2 2025, an estimated $40.4K.
  • Jefferies Financial Group first reported a position in FiscalNote in Q1 2025 and held it in 1 quarter.
  • Jefferies Financial Group's FiscalNote position peaked at $40.4K in Q1 2025.
  • 70 funds tracked by Wall St. Rank held FiscalNote as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.