Follow-The-Filings

Sara Jacobs

D-CA-51 Representative for California’s 51st district Democrat In Congress since 2021

  • 2trades · 3 yrs
  • 0buys
  • 2sells
  • 14dmedian wait
  • 0filed late

Sara Jacobs disclosed 2 trades made since Oct 4, 2023: 0 buys and 2 sales. The most traded name was QCOM (2 trades). The latest, made May 7, 2026, was filed May 20, 2026.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells May 7, 2026 · Partial sale · QCOM · $500K–$1M · disclosed 13d laterMay 6, 2026 · Partial sale · QCOM · $500K–$1M · disclosed 14d later
  • QCOM 2 trades 0 buy · 2 sell

Trades

2 trades since Oct 4, 2023 · newest first

  1. QCOMQUALCOMM Incorporated
    Sell · part
    $500K–$1M
    Traded May 7Filed May 20 13d
    ↗
  2. QCOMQUALCOMM Incorporated
    Sell · part
    $500K–$1M
    Traded May 6Filed May 20 14d
    ↗

Reported holdings

2025 annual report · filed Jun 26, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original
$28.7M–$141.5M sum of 16 disclosed ranges
  • Fund 5
  • Stock 2
  • Other 2
  • Real estate 2
  • Cash 5
  1. Beldore Capital Fund LLCFundSelf$5M–$25MSame band
  2. Belgard Capital Fund LLC Class IFundSelf$5M–$25MSame band
  3. Clearfork Capital Fund LLCFundSelf$5M–$25MSame band
  4. QCOMQUALCOMM IncorporatedSelf$5M–$25MSame band
  5. SJJ Charitable Remainder UnitrustOtherSelf$5M–$25MSame band
  6. Investment PropertyReal estateSelf$1M–$5MSame band
  7. Investment PropertyReal estateSelf$1M–$5MSame band
  8. QCOMQUALCOMM IncorporatedSelf$1M–$5M▼ $5M–$25M
  9. Northwestern Mutual Survivorship Universal LifeOtherSelf$500K–$1MSame band
  10. Bank of America - Checking AccountCashSelf$100K–$250K▲ $50K–$100K
  11. Bank of America, N.A.CashSelf$50K–$100KSame band
  12. Bank of America, N.A.CashSelf$50K–$100KSame band
  13. Bank of America, N.A.CashSelf$1K–$15K▼ $50K–$100K
  14. TTTXXBlackRock Liquidity Funds Treasury Trust - InstitutionalFundSelf$1K–$15KNew
  15. SDGiShares MSCI Global Sustainable Development Goals ETFFundSelf$1K–$15KSame band
  16. Bank of America, NACashSelf$0–$1KSame band

Not in the 2025 report

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

  • SMTHX ALPS/Smith Total Return Bond Fund Class I $15K–$50K
  • AMCFX AMCAP Fund, Class F-2 Shares $15K–$50K
  • ERBIX Eaton Vance Richard Bernstein Equity Strategy... $15K–$50K
  • HWAIX Hotchkis & Wiley Value Opportunities Fund Cla... $15K–$50K
  • CPBYX Invesco Core Plus Bond Fund Class Y $15K–$50K
  • HLIPX JPMorgan Core Plus Bond Fund I Class $15K–$50K
  • VTI Vanguard Total Stock Market ETF $15K–$50K
  • WMFFX Washington Mutual Investors Fund Cl F-2 Shs $15K–$50K
  • IXUS iShares Core MSCI Total International Stock ETF $15K–$50K
  • ANGIX Angel Oak Multi-Strategy Income Fd Inst Shs $1K–$15K
  • APDFX Artisan High Income Fund Advisor Shares $1K–$15K
  • BREIX Baron Real Estate Fd Insti Shs $1K–$15K
  • CGGR Capital Group Growth ETF Capital Group Growth... $1K–$15K
  • CSOIX Credit Suisse Strategic Income Fd Cl I $1K–$15K
  • AAAZX DWS RREEF Real Assets Fund - Class Institutional $1K–$15K
  • AEPFX EuroPacific Growth Fund, Class F-2 Shs $1K–$15K
  • FTHSX FullerThaler Behavioral Small-Cap Equity Fund... $1K–$15K
  • PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF $1K–$15K
  • PXH Invesco FTSE RAFI Emerging Markets ETF $1K–$15K
  • KGGIX Kopernik Global All-Cap Fund- Institutional C... $1K–$15K
  • LAUYX Lord Abbett Inv. Tr. Income Fund Cl I $1K–$15K
  • PMZPX PIMCO Mortgage Opportunities and Bond Fund Cl... $1K–$15K
  • VIG Vanguard Div Appreciation ETF $1K–$15K
  • VIGI Vanguard International Dividend Appreciation ETF $1K–$15K
  • DGRW WisdomTree U.S. Quality Dividend Growth Fund $1K–$15K
  • DGRO iShares Core Dividend Growth ETF $1K–$15K

Source filings

Every report we read for this page · newest first

  1. Jun 26, 2026 2025 annual report 43 assets View original
  2. May 20, 2026 Periodic transaction report 2 trades View original
  3. Aug 13, 2025 2024 annual report 52 assets View original
  4. Aug 13, 2024 2023 annual report 56 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.