Hakeem S. Jeffries (D-NY-8), a current Democratic member of the House, has disclosed 23 trades since 2016: 12 purchases worth about $169.51K and 10 sales worth about $171.51K, in 10 stocks. Most traded: REGL, BAC, GOVT. As a portfolio, their stock holdings and trades returned +5.9% from May 2026, against +1.8% for the S&P 500. Trades took a median 21 days to be disclosed; 0 came late.
Hakeem S. Jeffries’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2026: +5.9%, against +1.8% for SPY; the largest fall on the way was -7.2%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Hakeem S. Jeffries | May 2026 | +5.9% | +1.8% | +4.1% | – | -7.2% | 1.48 | 0.38 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Hakeem S. Jeffries | May 2026 | +5.9% | +1.8% | +4.1% | – | -7.2% | 1.48 | 0.38 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Hakeem S. Jeffries | May 2026 | +5.9% | +1.8% | +4.1% | – | -7.2% | 1.48 | 0.38 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Hakeem S. Jeffries | May 2026 | +5.9% | +1.8% | +4.1% | – | -7.2% | 1.48 | 0.38 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Hakeem S. Jeffries | May 2026 | +5.9% | +1.8% | +4.1% | – | -7.2% | 1.48 | 0.38 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| REGLProShares S&P MidCap 400 Dividend Aristocrats ETF | – | Closed | – | – | 2 | 1 | 1 | $32.50K | $8.00K | -99.2% | Nov 25, 2020 |
| VNQVanguard Real Estate ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Aug 21, 2018 |
| GOVTiShares U.S. Treasury Bond ETF | – | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -217.2% | Aug 15, 2017 |
| IUSGiShares Core S&P U.S. Growth ETF | – | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | +62.1% | Aug 15, 2017 |
| IUSViShares Core S&P U.S. Value ETF | – | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -78.6% | Aug 15, 2017 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | – | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -218.9% | Aug 15, 2017 |
| SDYState Street® SPDR® S&P® Dividend ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 12, 2019 |
| VEAVanguard FTSE Developed Markets ETF | – | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -139.6% | Aug 15, 2017 |
| VMBSVanguard Mortgage-backed SEC | – | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -219.1% | Aug 15, 2017 |
| BACBank Of America Corp /De/ | Financial Services | Closed | – | – | 1 | 0 | 0 | $0.00 | $0.00 | – | Aug 14, 2017 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2035 K FundOther | Spouse | Buy | $1K–$15K | May 17, 2021 | May 30, 2021 | 13d | – | – | |
| Millennium Trust Company Traditional IRAOther | Spouse | Sell | $1K–$15K | May 4, 2021 | May 30, 2021 | 26d | – | – | |
| VEAOther | Self | Buy | $1K–$15K | Apr 19, 2021 | Apr 25, 2021 | 6d | – | – | |
| SCHDOther | Self | Buy | $15K–$50K | Apr 12, 2021 | Apr 16, 2021 | 4d | – | – | |
| LARCXOther | Self | Buy | $1K–$15K | Mar 30, 2021 | Apr 10, 2021 | 11d | – | – | |
| REGLOther | Joint | Sell (Partial) | $1K–$15K | Mar 15, 2021 | Apr 10, 2021 | 26d | – | – | |
| REGLProShares S&P MidCap 400 Dividend Aristocrats ETFETF | Joint | Sell (Partial) | $1K–$15K | Nov 25, 2020 | Dec 26, 2020 | 31d | +51.9% | -55.5% | |
| SDYSPDR S&P Dividend ETFETF | Joint | Sell (Partial) | $1K–$15K | Feb 12, 2019 | Mar 16, 2019 | 32d | +67.1% | -107.3% | |
| Lord Abbett Floating Rate Fund Class COther | Self | Sell (Partial) | $50K–$100K | Dec 24, 2018 | Jan 25, 2019 | 32d | – | – | |
| Lord Abbett Floating Rate Fund Class COther | Self | Sell (Partial) | $1K–$15K | Aug 30, 2018 | Sep 29, 2018 | 30d | – | – | |
| REGLPrOShAres S&P MidCAp 400 Dividend Aristocrats ETFETF | Joint | Buy | $15K–$50K | Aug 23, 2018 | Sep 19, 2018 | 27d | +64.0% | -99.2% | |
| VNQVanguard Real Estate ETFETF | Joint | Sell (Partial) | $15K–$50K | Aug 21, 2018 | Sep 19, 2018 | 29d | +13.7% | -149.0% | |
| Russell Lifepoint Balanced Strategy Fund Class C (NOrthwestern Mutual)Other | Joint | Sell | $1K–$15K | Jun 15, 2018 | Jul 5, 2018 | 20d | – | – | |
| IUSGISHARES Core S&P U.S. Growth ETFETF | Self | Buy | $1K–$15K | Aug 15, 2017 | Sep 5, 2017 | 21d | +267.3% | +62.1% | |
| IUSVISHARES Core S&P U.S. Value ETFETF | Self | Buy | $1K–$15K | Aug 15, 2017 | Sep 5, 2017 | 21d | +126.6% | -78.6% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Hakeem S. Jeffries (D-NY-8), a current Democratic member of the House, has disclosed 23 trades since 2016: 12 purchases worth about $169.51K and 10 sales worth about $171.51K, in 10 stocks. Most traded: REGL, BAC, GOVT. As a portfolio, their stock holdings and trades returned +5.9% from May 2026, against +1.8% for the S&P 500. Trades took a median 21 days to be disclosed; 0 came late.
None of the stocks Hakeem S. Jeffries disclosed is still held in their latest annual report and the trades on file since.
As a portfolio, their stock holdings and trades returned +5.9% from May 2026 to November 2026, against +1.8% for the S&P 500, with a largest fall of -7.2%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 21 days to be disclosed. 0 of 23 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.