PI
NOTE

PFG Investments’s FiscalNote NOTE Stock Holding History

PFG Investments’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
-1,652
Closed -$10.6K – 1145
2025
Q2 		$10.6K Hold
1,652
– – ﹤0.01% 1040
2025
Q1 		$16K Sell
1,652
-2,223
-57% -$33.4K ﹤0.01% 1000
2024
Q4 		$49.8K Buy
3,875
+2,292
+145% +$27.9K ﹤0.01% 980
2024
Q3 		$24.3K Hold
1,583
– – ﹤0.01% 993
2024
Q2 		$27.7K Sell
1,583
-2,250
-59% -$35.7K ﹤0.01% 915
2024
Q1 		$61.2K Buy
+3,833
New +$64.8K ﹤0.01% 989

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

PFG Investments's NOTE Position: Q3 2025 in Review

PFG Investments sold out of FiscalNote (NOTE) in Q3 2025, closing a stake of 1,652 shares — an estimated $10.6K sold.

PFG Investments first reported a position in NOTE in Q1 2024 and held it in 6 quarters. The position peaked at $61.2K in Q1 2024. 47 funds tracked by Wall St. Rank hold NOTE as of Q3 2025.

  • PFG Investments reported no remaining FiscalNote position as of Q3 2025 after selling out during the quarter.
  • PFG Investments sold 1,652 FiscalNote shares in Q3 2025, an estimated $10.6K.
  • PFG Investments first reported a position in FiscalNote in Q1 2024 and held it in 6 quarters.
  • PFG Investments's FiscalNote position peaked at $61.2K in Q1 2024.
  • 47 funds tracked by Wall St. Rank held FiscalNote as of Q3 2025.

Based on PFG Investments's 13F filing for Q3 2025, filed 31 Oct 2025.