Jim Costa

D-CA-21 Representative for California’s 21st district Democrat In Congress since 2005

Jim Costa reported no stock trades since Oct 4, 2023. The 2025 annual report lists 26 assets.

Reported holdings

2025 annual report · filed Aug 13, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$1.9M–$7.1M sum of 26 disclosed ranges

Real estate 2
Fund 20
Stock 1
Cash 2
Other 1

AssetOwner Valuevs 2024
James M. Costa Farms (Sole Proprietorship)Real estateSelf$1M–$5MSame band
Rental HomeReal estateSelf$500K–$1MSame band
MFS SER TR 1 VALUE FDFundWells Fargo Advisors 401(k)Self$50K–$100KSame band
MLAIXNYLI Winslow Large Cap Growth Fund Class IFundWells Fargo Advisors 401(k)Self$50K–$100KNew
T Rowe Price Overseas Stock FundFundWells Fargo Advisors 401(k)Self$50K–$100K▲ $15K–$50K
WFMIXAllspring Special Mid Cap Value Fund Insti ClassFundWells Fargo Advisors 401(k)Self$15K–$50KNew
American Funds Washington Mutual Investors Fund Class F-2FundWells Fargo Advisors 401(k)Self$15K–$50KSame band
Baird Aggregate Bond Fund Class InstitutionalFundWells Fargo Advisors 401(k)Self$15K–$50KSame band
Baron Invt Funds Trust Small Cap FundFundWells Fargo Advisors 401(k)Self$15K–$50KSame band
Baron Select Funds Emerging Markets FDFundWells Fargo Advisors 401(k)Self$15K–$50KSame band
Dodge & Cox Stk FDFundWells Fargo Advisors 401(k)Self$15K–$50KSame band
Eaton Vance Income Fund of Boston Class IFundWells Fargo Advisors 401(k)Self$15K–$50KSame band
ECSWXEmbark Commodity Strategy Fund Institutional ClassFundWells Fargo Advisors 401(k)Self$15K–$50KNew
JMIEXJPMorgan Emerging Markets Equity Fund Class LFundWells Fargo Advisors 401(k)Self$15K–$50KNew
JMUEXJPMorgan U.S. Equity Fund Class LFundWells Fargo Advisors 401(k)Self$15K–$50KNew
LZEMXLazard Emerging Markets Equity Portfolio Institutional SharesFundWells Fargo Advisors 401(k)Self$15K–$50KNew
ROWE T PRICE MID CAP GROWTH FUNDFundWells Fargo Advisors 401(k)Self$15K–$50KSame band
UMBFUMB Financial CorporationSelf$15K–$50KNew
Victory Sycamore Small Co OpptyFundWells Fargo Advisors 401(k)Self$15K–$50KSame band
Bank of AmericaCashSelf$1K–$15KSame band
CIVIXCauseway International Value Fund - Institutional ClassFundWells Fargo Advisors 401(k)Self$1K–$15KSame band
AEPFXEuroPacific Growth Fund, Class F-2 ShsFundWells Fargo Advisors 401(k)Self$1K–$15KSame band
Goldman Sachs FS Treasury Instruments FundFundWells Fargo Advisors 401(k)Self$1K–$15KSame band
PIMCO Commodities Plus Strategy FD CLFundWells Fargo Advisors 401(k)Self$1K–$15KSame band
Portuguese Fraternal Society of AmericaOtherSelf$1K–$15KSame band
United Security BankCashSelf$1K–$15K▼ $50K–$100K

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

Mainstay Winslow Large CAP Growth Fund $50K–$100K
ECSCX Eaton Vance South Carolina Municipal Income F... $15K–$50K
HTLF Heartland Financial USA, Inc. $15K–$50K
Invesco Developing Markets Fund $15K–$50K
Virtus Ceredex Mid-Cap Value Equity Fund Class I $15K–$50K

Source filings

Every report we read for this page · newest first

Aug 13, 2026 2025 annual report 28 assets View original
Aug 12, 2025 2024 annual report 26 assets View original
Aug 9, 2024 2023 annual report 24 assets View original

From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.