Nuveen’s FiscalNote NOTE Stock Holding History

Nuveen’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	-15,114	Closed	-$147K	–	3358
2025 Q1	$147K	Buy	15,114 +8,367	+124%	+$126K	﹤0.01%	3168
2024 Q4	$86.6K	Hold	6,747	–	–	﹤0.01%	3298
2024 Q3	$104K	Hold	6,747	–	–	﹤0.01%	3306
2024 Q2	$118K	Buy	+6,747	New	+$107K	﹤0.01%	3296
2023 Q4	–	Sell	-19,501	Closed	-$487K	–	3338
2023 Q3	$487K	Sell	19,501 -8,136	-29%	-$278K	﹤0.01%	2853
2023 Q2	$1.21M	Buy	+27,637	New	+$776K	﹤0.01%	2573

Other funds holding NOTE

MCP

Maso Capital Partners Hong Kong $60.9M AUM 0.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Nuveen's NOTE Position: Q2 2025 in Review

Nuveen sold out of FiscalNote (NOTE) in Q2 2025, closing a stake of 15,114 shares — an estimated $147K sold.

Nuveen first reported a position in NOTE in Q2 2023 and held it in 6 quarters. The position peaked at $1.21M in Q2 2023. 70 funds tracked by Wall St. Rank hold NOTE as of Q2 2025.

Nuveen reported no remaining FiscalNote position as of Q2 2025 after selling out during the quarter.
Nuveen sold 15,114 FiscalNote shares in Q2 2025, an estimated $147K.
Nuveen first reported a position in FiscalNote in Q2 2023 and held it in 6 quarters.
Nuveen's FiscalNote position peaked at $1.21M in Q2 2023.
70 funds tracked by Wall St. Rank held FiscalNote as of Q2 2025.

Based on Nuveen's 13F filing for Q2 2025, filed 12 Aug 2025.