PWM
NOTE

Prosperity Wealth Management’s FiscalNote NOTE Stock Holding History

Prosperity Wealth Management’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
-31,625
Closed -$204K – 266
2025
Q2 		$204K Buy
31,625
+14,692
+87% +$110K 0.08% 224
2025
Q1 		$164K Buy
+16,933
New +$255K 0.08% 202

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 $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Prosperity Wealth Management's NOTE Position: Q3 2025 in Review

Prosperity Wealth Management sold out of FiscalNote (NOTE) in Q3 2025, closing a stake of 31,625 shares — an estimated $204K sold.

Prosperity Wealth Management first reported a position in NOTE in Q1 2025 and held it in 2 quarters. The position peaked at $204K in Q2 2025. 47 funds tracked by Wall St. Rank hold NOTE as of Q3 2025.

  • Prosperity Wealth Management reported no remaining FiscalNote position as of Q3 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 31,625 FiscalNote shares in Q3 2025, an estimated $204K.
  • Prosperity Wealth Management first reported a position in FiscalNote in Q1 2025 and held it in 2 quarters.
  • Prosperity Wealth Management's FiscalNote position peaked at $204K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held FiscalNote as of Q3 2025.

Based on Prosperity Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.