Jim Costa
U.S. Representative, California district 21 (CA21)
Latest disclosure August 13, 2026: Annual report (FD Original) for 2025, filing 10077120.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10077120.
As of August 13, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| none | Wells Fargo Advisors 401(k) ⇒ MFS SER TR 1 VALUE FD MF | Member | $50,001 - $100,000 | p. 3 |
| MLAIX | Wells Fargo Advisors 401(k) ⇒ NYLI Winslow Large Cap Growth Fund Class I (MLAIX) MF | Member | $50,001 - $100,000 | p. 3 |
| none | Wells Fargo Advisors 401(k) ⇒ T Rowe Price Overseas Stock Fund MF | Member | $50,001 - $100,000 | p. 3 |
| UMBF | UMB Financial Corporation - Common Stock (UMBF) ST | Member | $15,001 - $50,000 | p. 1 |
| WFMIX | Wells Fargo Advisors 401(k) ⇒ Allspring Special Mid Cap Value Fund Insti Class (WFMIX) MF | Member | $15,001 - $50,000 | p. 1 |
| none | Wells Fargo Advisors 401(k) ⇒ American Funds Washington Mutual Investors Fund Class F-2 MF | Member | $15,001 - $50,000 | p. 2 |
| none | Wells Fargo Advisors 401(k) ⇒ Baird Aggregate Bond Fund Class Institutional MF | Member | $15,001 - $50,000 | p. 2 |
| none | Wells Fargo Advisors 401(k) ⇒ Baron Invt Funds Trust Small Cap Fund MF | Member | $15,001 - $50,000 | p. 2 |
| none | Wells Fargo Advisors 401(k) ⇒ Baron Select Funds Emerging Markets FD MF | Member | $15,001 - $50,000 | p. 2 |
| none | Wells Fargo Advisors 401(k) ⇒ Dodge & Cox Stk FD MF | Member | $15,001 - $50,000 | p. 2 |
| none | Wells Fargo Advisors 401(k) ⇒ Eaton Vance Income Fund of Boston Class I MF | Member | $15,001 - $50,000 | p. 2 |
| ECSWX | Wells Fargo Advisors 401(k) ⇒ Embark Commodity Strategy Fund Institutional Class (ECSWX) MF | Member | $15,001 - $50,000 | p. 2 |
| JMUEX | Wells Fargo Advisors 401(k) ⇒ JPMorgan U.S. Equity Fund Class L (JMUEX) MF | Member | $15,001 - $50,000 | p. 2 |
| JMIEX | Wells Fargo Advisors 401(k) ⇒ JPMorgan Emerging Markets Equity Fund Class L (JMIEX) MF | Member | $15,001 - $50,000 | p. 2 |
| LZEMX | Wells Fargo Advisors 401(k) ⇒ Lazard Emerging Markets Equity Portfolio Institutional Shares (LZEMX) MF | Member | $15,001 - $50,000 | p. 2 |
| none | Wells Fargo Advisors 401(k) ⇒ ROWE T PRICE MID CAP GROWTH FUND MF | Member | $15,001 - $50,000 | p. 3 |
| none | Wells Fargo Advisors 401(k) ⇒ Victory Sycamore Small Co Oppty MF | Member | $15,001 - $50,000 | p. 3 |
| CIVIX | Wells Fargo Advisors 401(k) ⇒ Causeway International Value Fund - Institutional Class (CIVIX) MF | Member | $1,001 - $15,000 | p. 2 |
| AEPFX | Wells Fargo Advisors 401(k) ⇒ EuroPacific Growth Fund, Class F-2 Shs (AEPFX) MF | Member | $1,001 - $15,000 | p. 2 |
| none | Wells Fargo Advisors 401(k) ⇒ Goldman Sachs FS Treasury Instruments Fund MF | Member | $1,001 - $15,000 | p. 2 |
| none | Wells Fargo Advisors 401(k) ⇒ PIMCO Commodities Plus Strategy FD CL MF | Member | $1,001 - $15,000 | p. 3 |
| none | Wells Fargo Advisors 401(k) ⇒ Invesco Developing Markets Fund MF | Member | None | p. 2 |
| none | Wells Fargo Advisors 401(k) ⇒ Virtus Ceredex Mid-Cap Value Equity Fund Class I MF | Member | None | p. 3 |
5 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
No transactions itemised from periodic transaction reports in this period.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- August 13, 2026 Annual report (FD Original) (2025), filing 10077120 itemised above
- May 8, 2026 Extension request (2025), filing 30027457
- August 12, 2025 Annual report (FD Original) (2024), filing 10067734
- May 8, 2025 Extension request (2024), filing 30023226
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