Raymond James Financial
NOTE

Raymond James Financial’s FiscalNote NOTE Stock Holding History

Raymond James Financial’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
-53,752
Closed -$79K – 5399
2025
Q4 		$79K Buy
53,752
+38,752
+258% +$118K ﹤0.01% 4962
2025
Q3 		$69.5K Buy
15,000
+14,975
+59,900% +$96.8K ﹤0.01% 4787
2025
Q2 		$161 Buy
+25
New +$187 ﹤0.01% 6802

Other funds holding NOTE

Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Raymond James Financial's NOTE Position: Q1 2026 in Review

Raymond James Financial sold out of FiscalNote (NOTE) in Q1 2026, closing a stake of 53,752 shares — an estimated $79K sold.

Raymond James Financial first reported a position in NOTE in Q2 2025 and held it in 3 quarters. The position peaked at $79K in Q4 2025. 4 funds tracked by Wall St. Rank hold NOTE as of Q1 2026.

  • Raymond James Financial reported no remaining FiscalNote position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 53,752 FiscalNote shares in Q1 2026, an estimated $79K.
  • Raymond James Financial first reported a position in FiscalNote in Q2 2025 and held it in 3 quarters.
  • Raymond James Financial's FiscalNote position peaked at $79K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held FiscalNote as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.