NewEdge Advisors’s FiscalNote NOTE Stock Holding History

NewEdge Advisors’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	-84,261	Closed	-$124K	–	4312
2025 Q4	$124K	Buy	84,261 +41,090	+95%	+$125K	﹤0.01%	2703
2025 Q3	$200K	Buy	43,171 +20,830	+93%	+$135K	﹤0.01%	2411
2025 Q2	$144K	Buy	22,341 +19,228	+618%	+$144K	﹤0.01%	2316
2025 Q1	$30.2K	Buy	3,113 +196	+7%	+$2.95K	﹤0.01%	2719
2024 Q4	$37.5K	Buy	2,917 +2,084	+250%	+$25.4K	﹤0.01%	2622
2024 Q3	$12.8K	Buy	+833	New	+$14.5K	﹤0.01%	2868

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 $56.4B AUM 24.96% 1-Year Est. Return

NewEdge Advisors's NOTE Position: Q1 2026 in Review

NewEdge Advisors sold out of FiscalNote (NOTE) in Q1 2026, closing a stake of 84,261 shares — an estimated $124K sold.

NewEdge Advisors first reported a position in NOTE in Q3 2024 and held it in 6 quarters. The position peaked at $200K in Q3 2025. 4 funds tracked by Wall St. Rank hold NOTE as of Q1 2026.

NewEdge Advisors reported no remaining FiscalNote position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 84,261 FiscalNote shares in Q1 2026, an estimated $124K.
NewEdge Advisors first reported a position in FiscalNote in Q3 2024 and held it in 6 quarters.
NewEdge Advisors's FiscalNote position peaked at $200K in Q3 2025.
4 funds tracked by Wall St. Rank held FiscalNote as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.