MAI Capital Management’s FiscalNote NOTE Stock Holding History

MAI Capital Management’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	-98	Closed	-$145	–	5104
2025 Q4	$145	Hold	98	–	–	﹤0.01%	4109
2025 Q3	$454	Buy	+98	New	+$633	﹤0.01%	3634

Other funds holding NOTE

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

MAI Capital Management's NOTE Position: Q1 2026 in Review

MAI Capital Management sold out of FiscalNote (NOTE) in Q1 2026, closing a stake of 98 shares — an estimated $145 sold.

MAI Capital Management first reported a position in NOTE in Q3 2025 and held it in 2 quarters. The position peaked at $454 in Q3 2025. 4 funds tracked by Wall St. Rank hold NOTE as of Q1 2026.

MAI Capital Management reported no remaining FiscalNote position as of Q1 2026 after selling out during the quarter.
MAI Capital Management sold 98 FiscalNote shares in Q1 2026, an estimated $145.
MAI Capital Management first reported a position in FiscalNote in Q3 2025 and held it in 2 quarters.
MAI Capital Management's FiscalNote position peaked at $454 in Q3 2025.
4 funds tracked by Wall St. Rank held FiscalNote as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.