Rockefeller Capital Management
NOTE

Rockefeller Capital Management’s FiscalNote NOTE Stock Holding History

Rockefeller Capital 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
2026
Q1 		$21 Hold
83
– – ﹤0.01% 4662
2025
Q4 		$122 Sell
83
-616
-88% -$1.87K ﹤0.01% 4620
2025
Q3 		$3.24K Buy
+699
New +$4.52K ﹤0.01% 3994

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's NOTE Position: Q1 2026 in Review

Rockefeller Capital Management held its FiscalNote (NOTE) position steady in Q1 2026 at 83 shares worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #4662.

Rockefeller Capital Management first reported a position in NOTE in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.24K in Q3 2025. 4 funds tracked by Wall St. Rank hold NOTE as of Q1 2026.

  • Rockefeller Capital Management held 83 shares of FiscalNote worth $21 as of Q1 2026.
  • Rockefeller Capital Management left its FiscalNote share count unchanged in Q1 2026.
  • FiscalNote made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4662 holding.
  • Rockefeller Capital Management first reported a position in FiscalNote in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's FiscalNote position peaked at $3.24K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held FiscalNote as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.