UBS Group
NOTE

UBS Group’s FiscalNote NOTE Stock Holding History

UBS Group’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
-12,502
Closed -$18.4K – 10955
2025
Q4 		$18.4K Sell
12,502
-80,981
-87% -$246K ﹤0.01% 7847
2025
Q3 		$433K Buy
93,483
+22,457
+32% +$145K ﹤0.01% 6203
2025
Q2 		$457K Buy
71,026
+18,290
+35% +$137K ﹤0.01% 6083
2025
Q1 		$511K Buy
52,736
+23,001
+77% +$346K ﹤0.01% 5836
2024
Q4 		$382K Buy
29,735
+27,349
+1,146% +$333K ﹤0.01% 6030
2024
Q3 		$36.7K Buy
2,386
+837
+54% +$14.6K ﹤0.01% 7020
2024
Q2 		$27.1K Sell
1,549
-3,441
-69% -$54.6K ﹤0.01% 7116
2024
Q1 		$79.6K Sell
4,990
-408
-8% -$6.9K ﹤0.01% 6315
2023
Q4 		$73.8K Buy
5,398
+2,588
+92% +$42.7K ﹤0.01% 6355
2023
Q3 		$70.1K Sell
2,810
-178
-6% -$6.09K ﹤0.01% 6076
2023
Q2 		$130K Buy
2,988
+2,829
+1,779% +$79.5K ﹤0.01% 5802
2023
Q1 		$4.25K Sell
159
-6,169
-97% -$251K ﹤0.01% 8213
2022
Q4 		$481K Sell
6,328
-1,172
-16% -$79.5K ﹤0.01% 4747
2022
Q3 		$573K Buy
+7,500
New +$753K ﹤0.01% 4204

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 $56.4B AUM 24.96% 1-Year Est. Return

UBS Group's NOTE Position: Q1 2026 in Review

UBS Group sold out of FiscalNote (NOTE) in Q1 2026, closing a stake of 12,502 shares — an estimated $18.4K sold.

UBS Group first reported a position in NOTE in Q3 2022 and held it in 14 quarters. The position peaked at $573K in Q3 2022. 4 funds tracked by Wall St. Rank hold NOTE as of Q1 2026.

  • UBS Group reported no remaining FiscalNote position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 12,502 FiscalNote shares in Q1 2026, an estimated $18.4K.
  • UBS Group first reported a position in FiscalNote in Q3 2022 and held it in 14 quarters.
  • UBS Group's FiscalNote position peaked at $573K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held FiscalNote as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.