HOUSE · TN-9 · SINCE 2007

Steve Cohen portfolio

Steve Cohen has represented TN's 9th district in the House since 2007. Committee seats: Judiciary, Permanent Select Committee on Intelligence. Steve Cohen has disclosed 161 trades (68 purchases, 90 sales); the latest was on Aug 21, 2026. Over the past year the disclosed stock holdings returned +10.6%, against +11.9% for the S&P 500.

DDemocratParty

Member of HouseRepresents TN

$4.5MEst. portfolio value

2 months agoLast trade

+10.6%1Y return, from filings

1M return+1.5%S&P 500 +0.7% · 12 positionsOn their trade dates: +1.7%

3M return-2.2%S&P 500 +3.7% · 12 positionsOn their trade dates: -2.1%

YTD return+6.7%S&P 500 +12.8% · 12 positionsOn their trade dates: +6.7%

1Y return+10.6%S&P 500 +11.9% · 12 positionsOn their trade dates: +10.6%

3Y return+33.2%S&P 500 +85.1% · 12 positionsOn their trade dates: +33.5%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

HouseJudiciary HousePermanent Select Committee on Intelligence

Est. value $633K across 12 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Steve Cohen
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
SCHDSchwab US Dividend Equity ETF	$107K	Jul 29, 2022Purchase	$50K–100K1 purchase	$24.81	+42.30%	$35.39	1
FHNP 2000014728 First Horizon Nation al Corporation	$105K	May 26, 2023Purchase	$30K–100K2 purchases	$14.66	+57.30%	$23.58	7
VRPInvesco Variable Rat e PreferredETF	$72K	Feb 11, 2022Purchase	$50K–100K1 purchase	$24.78	-4.08%	$23.65	1
FPEIFirst Trust Institut ional PreferredSecurities and Income E TF	$67K	Nov 18, 2021Purchase	$50K–100K1 purchase	$20.53	-9.33%	$18.48	1
PFFVETF	$61K	Feb 11, 2022Purchase	$50K–100K1 purchase	$25.93	-17.89%	$21.25	1
FDXFedEx Corporation	$49K	Jun 29, 2023Purchase	$15K–50K1 purchase	$201.43	+40.54%	$304.48	2
DURAVanEck Morningstar Durable Dividend ETF	$42K	Aug 3, 2022Purchase	$15K–50K1 purchase	$31.10	+30.89%	$40.47	1
GOLDBarrick Gold Corporation Common Stock	$39K	Aug 3, 2022Purchase	$15K–50K1 purchase	$32.41	+34.66%	$39.12	1
VRAIVirtus Real Asset Income ETF	$36K	Aug 3, 2022Purchase	$15K–50K1 purchase	$25.48	+11.99%	$28.59	1
FPEP First Trust Preferred Securities and Income ETF ETF	$28K	Feb 9, 2022Purchase	$15K–50K1 purchase	$19.58	-12.05%	$16.98	1
OZKAPBank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock	$19K	Dec 17, 2025Sale (partial)	$30K–100K2 purchases	$19.98	-22.54%	$14.98	3
SFGYYSONY FINL GROUP INC U/ADR	$7K	Dec 26, 2025Purchase	$1K–15K1 purchase	$5.18	-2.84%	$4.45	1

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.