Steve Cohen
Rep. (D-TN-9)
Disclosed trades
92
Purchases
18
Sales
74
Stocks traded
54
Likely still held
13
Latest trade
Dec 29, 2025
Latest filing
May 18, 2026
Stocks traded
Most-filed 24 of 54 tickers, with the latest disclosed actionLikely current holdings
13 positionsPositions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.
Reported holdings
110 assets listedAs reported in their 2025 annual disclosure, filed May 15, 2026.
The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.
Show 11 more listed stocks and funds
Other reported assets (75)
- Commercial Bank and Trust Company$15,001 - $50,000
- Congressional Federal Credit Union$1 - $1,000
- Stephens Advantage Account ⇒ Ally Financial CD 4.75%$15,001 - $50,000
- Stephens Advantage Account ⇒ Bank OZK - 4.625% Series A Non-Cumulative Perpetual Preferred Stock (OZKAP)None
- Stephens Advantage Account ⇒ Barrick Gold Corporation (ABX)$50,001 - $100,000
- Stephens Advantage Account ⇒ Berkshire Hathaway Inc. New (BRK.B)$250,001 - $500,000
- Stephens Advantage Account ⇒ BRADLEY CNTY TENN GO REF BDS 2019 3.000% 06/01/27$15,001 - $50,000
- Stephens Advantage Account ⇒ Cohen & Steers Total Return Realty Fund, Inc. (RFI)None
- Stephens Advantage Account ⇒ DAIMLER AG REG SHS I SIN$15,001 - $50,000
- Stephens Advantage Account ⇒ EASTSIDE UTIL DIST HAMILTON CNTY TENN WTRWKS REV REV REF BDS 2017A 3.000% 11/01/28$15,001 - $50,000
- Stephens Advantage Account ⇒ Federated Hermes Government Obligations Fund Svc Shares (GOSXX)$250,001 - $500,000
- Stephens Advantage Account ⇒ First National Bank & Trust of Weatherford Texas CD 4.65%None
Show 63 more
- Stephens Advantage Account ⇒ First Savings Bank Jeffersonville CD 5.150%None
- Stephens Advantage Account ⇒ Flagstar Bank Natl Assn Hicksville NY CD 5.2%None
- Stephens Advantage Account ⇒ FRANKLIN RISING DIVIDENDS FUND$100,001 - $250,000
- Stephens Advantage Account ⇒ GlaxoSmithKline PLC (GSK)$15,001 - $50,000
- Stephens Advantage Account ⇒ Goldman Sachs BK USA New York CD 5.250%None
- Stephens Advantage Account ⇒ Haleon plc American Depositary Shares (HLN)$1,001 - $15,000
- Stephens Advantage Account ⇒ Invesco Variable Rate Preferred$100,001 - $250,000
- Stephens Advantage Account ⇒ JOHNSON CITY TENN HLTH & EDL FACS BRD HOSP REV RFG & IMPT MED CTR$15,001 - $50,000
- Stephens Advantage Account ⇒ KNOX CNTY TN HLTH EDUCTNL & HS REF-FACS BRD- UNIVERSITY HEALTH$15,001 - $50,000
- Stephens Advantage Account ⇒ KNOX CNTY TN HLTH EDUCTNL & HSG FACS BRD HOSP REV REF-COVENANT HLTH$15,001 - $50,000
- Stephens Advantage Account ⇒ KNOX CNTY TN HLTH EDUCTNL & HSG FACS BRD HOSP REV RFDG-COVENANT HLTH SER A OPT ERPNone
- Stephens Advantage Account ⇒ METROPOLITAN GOVT NASHVILLE & DAVIDSON CNTY TENN HEALTH & ED L FACS BRD 3.750% 03/15/28 B/E DTD 02/2$15,001 - $50,000
- Stephens Advantage Account ⇒ Morgan Stanley Depositary Shares, each representing 1/1,000th of a share of 6.500% Non-Cumulative Pr (MS$P)None
- Stephens Advantage Account ⇒ Schwab Strategic TR US Dividend Equity$50,001 - $100,000
- Stephens Advantage Account ⇒ SHELBY CNTY TN HLTH EDUCTNL & HSG FACS BRD REV REF-TREZEVANT MANOR$15,001 - $50,000
- Stephens Advantage Account ⇒ STEPHENS INS BANKSWEEP PROGRAM$1,001 - $15,000
- Stephens Advantage Account ⇒ Synchrony Bank Retail CD 5.1%None
- Stephens Advantage Account ⇒ Synchrony Financial CD 5.15%$15,001 - $50,000
- Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG REV ISSUE 3 REVENUE BONDSNone
- Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG REV NON ACE-SER 2B REV BDS$1,001 - $15,000
- Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG REV NON-AMT NON ACE-ISSUE 4B REV BDS$15,001 - $50,000
- Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG REV NON-AMT NON-ACE-ISSUE 1B REV BONDS$1,001 - $15,000
- Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN PROG REV NON-AMT NON ADJUSTED CURRENT$15,001 - $50,000
- Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN ISSUE 3 REVENUE BONDS ERP MANDATORY$15,001 - $50,000
- Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN NON-AMT NON ACE- ISSUE 4B REVENUE BONDS ERP OPT/MAND$15,001 - $50,000
- Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN NON-AMT NON ACE- SER 2B REVENUE BONDSNone
- Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN NON-AMT NON-ACE- ISSUE 1B REVENUE BONDSNone
- Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN NON-AMT NON-ACE- ISSUE 1B REVENUE BONDS$15,001 - $50,000
- Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN REF-ISSUE 4 REVENUE BONDS ERP OPT/MAND$1,001 - $15,000
- Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROG REV NON ACE-SER B2 REV BONDS MDY UNDLY Aa1 ERP OPT/MAND$1,001 - $15,000
- Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROG REV NON- AMT NON ACE-ISSUE 4B REV BDS ERP OPT/MAND$1,001 - $15,000
- Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROG REV NON- AMT NON ACE-ISSUE 4B REVENUE ERP OPT/MAN$1,001 - $15,000
- Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROG REV NON- AMT NON ACE-SER 2B REV BONDS ERP OPTIONAL$1,001 - $15,000
- Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROGRAM REV ISSUE 3 REV BDS ERP OPT/MAND$1,001 - $15,000
- Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROGRAM REV ISSUE 3 REVENUE BONDS ERP MANDATORY$15,001 - $50,000
- Stephens Advantage Account ⇒ Toyota Motor Corporation (TM)$15,001 - $50,000
- Stephens Advantage Account ⇒ United States Treas Bills Maturity 11/13/2025None
- Stephens Advantage Account ⇒ United States Treas Bills Maturity 8/21/2025None
- Stephens Advantage Account ⇒ US Treas Bill Mat 5/14/2026$250,001 - $500,000
- Stephens Advantage Account ⇒ US Treas Bill Maturity 2/19/2026$1,000,001 - $5,000,000
- Stephens Advantage Account ⇒ Vaneck Morningstar Durable Dividend$15,001 - $50,000
- Stephens Advantage Account ⇒ Virtus Real Asset IncomeNone
- Stephens Roth IRA ⇒ FEDERATED HERMES TREASRY OB IS$1,001 - $15,000
- Stephens Roth IRA ⇒ PUTNAM ULTRA SHORT DURATION INCOME FUND CLASS Y$15,001 - $50,000
- Stephens SEP IRA ⇒ Bank OZK - 4.625% Series A Non-Cumulative Perpetual Preferred Stock (OZKAP)$15,001 - $50,000
- Stephens SEP IRA ⇒ Berkshire Hathaway Inc. New (BRK.B)$100,001 - $250,000
- Stephens SEP IRA ⇒ BLACKROCK LOW DURATION BOND PORTFOLIO FUND CLASS K$50,001 - $100,000
- Stephens SEP IRA ⇒ Cohen & Steers Quality Income Realty Fund Inc Common Shares (RQI)$15,001 - $50,000
- Stephens SEP IRA ⇒ FEDERATED HERMES TREASRY OB IS$15,001 - $50,000
- Stephens SEP IRA ⇒ FEDERATED HERMES ULTRASHORT BOND FUND CLASS IS$50,001 - $100,000
- Stephens SEP IRA ⇒ Fidelity Dividend ETF for Rising Rates$15,001 - $50,000
- Stephens SEP IRA ⇒ Healthpeak Properties, Inc. (PEAK)$15,001 - $50,000
- Stephens SEP IRA ⇒ LORD ABBETT SHORT DURATION INCOME FUND CLASS F$50,001 - $100,000
- Stephens SEP IRA ⇒ PGIM SHORT-TERM CORPORATE BOND FUND CLASS R6$50,001 - $100,000
- Stephens SEP IRA ⇒ PUTNAM ULTRA SHRT DURATION INCOME FUND CLASS Y$15,001 - $50,000
- Stephens SEP IRA ⇒ Short-Term Bond Fund of America - Class F-3 (FSBTX)$50,001 - $100,000
- Stephens SEP IRA ⇒ Sony Corporation (SNE)$15,001 - $50,000
- Stephens SEP IRA ⇒ SONY FINL GROUP INC U/ADR (SFGYY)$1,001 - $15,000
- Stephens SEP IRA ⇒ THORNBURG LIMITED-TERM INCOME FUND CLASS I$50,001 - $100,000
- Stephens SEP IRA ⇒ Toyota Motor Corporation (TM)$15,001 - $50,000
- Stephens SEP IRA ⇒ WESTERN SHORT TERM BOND FUND CLASS IS$15,001 - $50,000
- TN 401k ⇒ Tennessee Stable Value Fund$500,001 - $1,000,000
- TN 457 ⇒ Tennessee Stable Value Fund$250,001 - $500,000
Filing ledger
Newest trade first, as disclosed under the STOCK ActAmounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.