House · Democrat · MI-11 · in the House since 2019 · Latest annual report · stevens.house.gov
From the annual report filed May 15, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Vanguard Div Appreciation ETF (VIG) [EF] | $50K – $100K | Self |
| Fidelity Advisor New Insights Fund: Class I (FINSX) [MF] | $50K – $100K | Self |
| Columbia Dividend Income Fund Class I (GSFTX) [MF] | $50K – $100K | Self |
| Vanguard Div Appreciation ETF (VIG) [EF] | $15K – $50K | Self |
| JPMorgan Liquid Assets Money Market Fund Capital Shares (CJLXX) [MF] | $15K – $50K | Self |
No trades reported.
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 12, 2025 | Columbia Dividend Income Fund Class I (GSFTX) | Buy · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed May 15, 2026 |
| Dec 8, 2025 | Fidelity Advisor New Insights Fund: Class I (FINSX) | Buy · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed May 15, 2026 |
| Dec 13, 2024 | Columbia Dividend Income Fund Class I (GSFTX) | Buy · Mutual fund | $1K – $15K | Self | 2024 Annual Report filed Aug 13, 2025 |
| Dec 9, 2024 | Fidelity Advisor New Insights Fund: Class I (FINSX) | Buy · Mutual fund | $1K – $15K | Self | 2024 Annual Report filed Aug 13, 2025 |
| Oct 25, 2024 | Fundamental Investors, Class F-2 Shares (FINFX) | Partial sale · Mutual fund | $1K – $15K | Self | 2024 Annual Report filed Aug 13, 2025 |
From Haley M. Stevens's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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