MML Investors Services
NOTE

MML Investors Services’s FiscalNote NOTE Stock Holding History

MML Investors Services’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
-982
Closed -$10K – 2856
2025
Q1 		$10K Hold
982
– – ﹤0.01% 2683
2024
Q4 		$13K Hold
982
– – ﹤0.01% 2655
2024
Q3 		$15K Hold
982
– – ﹤0.01% 2561
2024
Q2 		$17K Hold
982
– – ﹤0.01% 2463
2024
Q1 		$16K Hold
982
– – ﹤0.01% 2460
2023
Q4 		$13K Hold
982
– – ﹤0.01% 2434
2023
Q3 		$25K Buy
+982
New +$33.6K ﹤0.01% 2283

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

MML Investors Services's NOTE Position: Q2 2025 in Review

MML Investors Services sold out of FiscalNote (NOTE) in Q2 2025, closing a stake of 982 shares — an estimated $10K sold.

MML Investors Services first reported a position in NOTE in Q3 2023 and held it in 7 quarters. The position peaked at $25K in Q3 2023. 70 funds tracked by Wall St. Rank hold NOTE as of Q2 2025.

  • MML Investors Services reported no remaining FiscalNote position as of Q2 2025 after selling out during the quarter.
  • MML Investors Services sold 982 FiscalNote shares in Q2 2025, an estimated $10K.
  • MML Investors Services first reported a position in FiscalNote in Q3 2023 and held it in 7 quarters.
  • MML Investors Services's FiscalNote position peaked at $25K in Q3 2023.
  • 70 funds tracked by Wall St. Rank held FiscalNote as of Q2 2025.

Based on MML Investors Services's 13F filing for Q2 2025, filed 14 Aug 2025.