TCM
NOTE

Tradewinds Capital Management’s FiscalNote NOTE Stock Holding History

Tradewinds 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
2025
Q4 		– Sell
-258
Closed -$1.2K – 719
2025
Q3 		$1.2K Hold
258
– – ﹤0.01% 556
2025
Q2 		$1.66K Hold
258
– – ﹤0.01% 489
2025
Q1 		$2.51K Buy
+258
New +$3.88K ﹤0.01% 462

Other funds holding NOTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Tradewinds Capital Management's NOTE Position: Q4 2025 in Review

Tradewinds Capital Management sold out of FiscalNote (NOTE) in Q4 2025, closing a stake of 258 shares — an estimated $1.2K sold.

Tradewinds Capital Management first reported a position in NOTE in Q1 2025 and held it in 3 quarters. The position peaked at $2.51K in Q1 2025. 51 funds tracked by Wall St. Rank hold NOTE as of Q4 2025.

  • Tradewinds Capital Management reported no remaining FiscalNote position as of Q4 2025 after selling out during the quarter.
  • Tradewinds Capital Management sold 258 FiscalNote shares in Q4 2025, an estimated $1.2K.
  • Tradewinds Capital Management first reported a position in FiscalNote in Q1 2025 and held it in 3 quarters.
  • Tradewinds Capital Management's FiscalNote position peaked at $2.51K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held FiscalNote as of Q4 2025.

Based on Tradewinds Capital Management's 13F filing for Q4 2025, filed 14 Jan 2026.