T
NOTE

Tidemark’s FiscalNote NOTE Stock Holding History

Tidemark’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
-654
Closed -$962 – 917
2025
Q4 		$962 Hold
654
– – ﹤0.01% 611
2025
Q3 		$3.03K Hold
654
– – ﹤0.01% 571
2025
Q2 		$4.21K Buy
+654
New +$4.9K ﹤0.01% 544

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

Tidemark's NOTE Position: Q1 2026 in Review

Tidemark sold out of FiscalNote (NOTE) in Q1 2026, closing a stake of 654 shares — an estimated $962 sold.

Tidemark first reported a position in NOTE in Q2 2025 and held it in 3 quarters. The position peaked at $4.21K in Q2 2025. 4 funds tracked by Wall St. Rank hold NOTE as of Q1 2026.

  • Tidemark reported no remaining FiscalNote position as of Q1 2026 after selling out during the quarter.
  • Tidemark sold 654 FiscalNote shares in Q1 2026, an estimated $962.
  • Tidemark first reported a position in FiscalNote in Q2 2025 and held it in 3 quarters.
  • Tidemark's FiscalNote position peaked at $4.21K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held FiscalNote as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.