Nisa Investment Advisors
NOTE

Nisa Investment Advisors’s FiscalNote NOTE Stock Holding History

Nisa Investment 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
2025
Q3 		– Sell
-95
Closed -$608 – 3052
2025
Q2 		$608 Buy
+95
New +$712 ﹤0.01% 2839
2024
Q4 		– Sell
-23
Closed -$352 – 3040
2024
Q3 		$352 Buy
23
+18
+360% +$313 ﹤0.01% 2781
2024
Q2 		$91 Buy
5
+4
+400% +$63 ﹤0.01% 2885
2024
Q1 		$13 Buy
+1
New +$17 ﹤0.01% 2789
2023
Q4 		– Sell
-3
Closed -$75 – 2709
2023
Q3 		$75 Buy
+3
New +$103 ﹤0.01% 2753

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 $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Nisa Investment Advisors's NOTE Position: Q3 2025 in Review

Nisa Investment Advisors sold out of FiscalNote (NOTE) in Q3 2025, closing a stake of 95 shares — an estimated $608 sold.

Nisa Investment Advisors first reported a position in NOTE in Q3 2023 and held it in 5 quarters. The position peaked at $608 in Q2 2025. 47 funds tracked by Wall St. Rank hold NOTE as of Q3 2025.

  • Nisa Investment Advisors reported no remaining FiscalNote position as of Q3 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 95 FiscalNote shares in Q3 2025, an estimated $608.
  • Nisa Investment Advisors first reported a position in FiscalNote in Q3 2023 and held it in 5 quarters.
  • Nisa Investment Advisors's FiscalNote position peaked at $608 in Q2 2025.
  • 47 funds tracked by Wall St. Rank held FiscalNote as of Q3 2025.

Based on Nisa Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.