MG
NOTE

Marex Group’s FiscalNote NOTE Stock Holding History

Marex 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
2026
Q1 		– Sell
-48,141
Closed -$70.8K – 1185
2025
Q4 		$70.8K Buy
48,141
+10,000
+26% +$30.4K ﹤0.01% 921
2025
Q3 		$177K Buy
38,141
+24,299
+176% +$157K ﹤0.01% 737
2025
Q2 		$89.1K Buy
13,842
+9,709
+235% +$72.8K ﹤0.01% 570
2025
Q1 		$40.1K Sell
4,133
-7,213
-64% -$109K ﹤0.01% 648
2024
Q4 		$146K Buy
11,346
+6,029
+113% +$73.5K ﹤0.01% 584
2024
Q3 		$81.7K Buy
+5,317
New +$92.5K ﹤0.01% 549
2024
Q2 		– Sell
-2,000
Closed -$31.9K – 692
2024
Q1 		$31.9K Buy
+2,000
New +$33.8K ﹤0.01% 453

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 $65.2B AUM 31.44% 1-Year Est. Return

Marex Group's NOTE Position: Q1 2026 in Review

Marex Group sold out of FiscalNote (NOTE) in Q1 2026, closing a stake of 48,141 shares — an estimated $70.8K sold.

Marex Group first reported a position in NOTE in Q1 2024 and held it in 7 quarters. The position peaked at $177K in Q3 2025. 4 funds tracked by Wall St. Rank hold NOTE as of Q1 2026.

  • Marex Group reported no remaining FiscalNote position as of Q1 2026 after selling out during the quarter.
  • Marex Group sold 48,141 FiscalNote shares in Q1 2026, an estimated $70.8K.
  • Marex Group first reported a position in FiscalNote in Q1 2024 and held it in 7 quarters.
  • Marex Group's FiscalNote position peaked at $177K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held FiscalNote as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.