RhumbLine Advisers
NOTE

RhumbLine Advisers’s FiscalNote NOTE Stock Holding History

RhumbLine Advisers’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
-4,801
Closed -$46.5K – 4220
2025
Q1 		$46.5K Sell
4,801
-193
-4% -$2.9K ﹤0.01% 3594
2024
Q4 		$64.1K Buy
4,994
+448
+10% +$5.46K ﹤0.01% 3597
2024
Q3 		$69.8K Sell
4,546
-15
-0.3% -$261 ﹤0.01% 3610
2024
Q2 		$79.9K Sell
4,561
-846
-16% -$13.4K ﹤0.01% 3578
2024
Q1 		$86.3K Buy
5,407
+70
+1% +$1.18K ﹤0.01% 3479
2023
Q4 		$73K Hold
5,337
– – ﹤0.01% 3546
2023
Q3 		$133K Buy
5,337
+209
+4% +$7.15K ﹤0.01% 3362
2023
Q2 		$224K Buy
+5,128
New +$144K ﹤0.01% 3182

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RhumbLine Advisers's NOTE Position: Q2 2025 in Review

RhumbLine Advisers sold out of FiscalNote (NOTE) in Q2 2025, closing a stake of 4,801 shares — an estimated $46.5K sold.

RhumbLine Advisers first reported a position in NOTE in Q2 2023 and held it in 8 quarters. The position peaked at $224K in Q2 2023. 70 funds tracked by Wall St. Rank hold NOTE as of Q2 2025.

  • RhumbLine Advisers reported no remaining FiscalNote position as of Q2 2025 after selling out during the quarter.
  • RhumbLine Advisers sold 4,801 FiscalNote shares in Q2 2025, an estimated $46.5K.
  • RhumbLine Advisers first reported a position in FiscalNote in Q2 2023 and held it in 8 quarters.
  • RhumbLine Advisers's FiscalNote position peaked at $224K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held FiscalNote as of Q2 2025.

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