LPL Financial
NOTE

LPL Financial’s FiscalNote NOTE Stock Holding History

LPL Financial’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
-10,594
Closed -$68.2K – 5924
2025
Q2 		$68.2K Buy
10,594
+8,148
+333% +$61.1K ﹤0.01% 5324
2025
Q1 		$23.7K Sell
2,446
-6,250
-72% -$94K ﹤0.01% 5240
2024
Q4 		$112K Buy
8,696
+6,250
+256% +$76.2K ﹤0.01% 4969
2024
Q3 		$37.6K Hold
2,446
– – ﹤0.01% 5025
2024
Q2 		$42.8K Hold
2,446
– – ﹤0.01% 4860
2024
Q1 		$39K Hold
2,446
– – ﹤0.01% 4789
2023
Q4 		$33.5K Sell
2,446
-833
-25% -$13.7K ﹤0.01% 4698
2023
Q3 		$81.8K Sell
3,279
-8,750
-73% -$299K ﹤0.01% 4452
2023
Q2 		$525K Buy
12,029
+9,583
+392% +$269K ﹤0.01% 3404
2023
Q1 		$65.4K Buy
+2,446
New +$99.5K ﹤0.01% 4273

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.38% 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 $86.2M AUM 41.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial's NOTE Position: Q3 2025 in Review

LPL Financial sold out of FiscalNote (NOTE) in Q3 2025, closing a stake of 10,594 shares — an estimated $68.2K sold.

LPL Financial first reported a position in NOTE in Q1 2023 and held it in 10 quarters. The position peaked at $525K in Q2 2023. 47 funds tracked by Wall St. Rank hold NOTE as of Q3 2025.

  • LPL Financial reported no remaining FiscalNote position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 10,594 FiscalNote shares in Q3 2025, an estimated $68.2K.
  • LPL Financial first reported a position in FiscalNote in Q1 2023 and held it in 10 quarters.
  • LPL Financial's FiscalNote position peaked at $525K in Q2 2023.
  • 47 funds tracked by Wall St. Rank held FiscalNote as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.