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Sara Jacobs
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$12.82
AAAZX · 2026-10-09 · USD
Stock price change
+$0.32
+2.56% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$10.3K
As of 2026-10-09
Estimated gain / loss
+$256.00
+2.56%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| SJJ Charitable Remainder Unitrust [OT] | $5M – $25M |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Beldore Capital Fund LLC [HE] | $5M – $25M |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Belgard Capital Fund LLC Class I [HE] | $5M – $25M |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Clearfork Capital Fund LLC [HE] | $5M – $25M |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ QUALCOMM Incorporated (QCOM) [ST] | $5M – $25M |
| Essjane, LLC ⇒ Investment Property [RP] | $1M – $5M |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ QCOM ⇒ QUALCOMM Incorporated (QCOM) [ST] | $1M – $5M |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Investment Property [RP] | $1M – $5M |
| The SJJ Irrevocable Trust Dated 12/10/01 ⇒ Northwestern Mutual Survivorship Universal Life [WU] | $500K – $1M |
| Trust #1 ⇒ Bank of America - Checking Account [BA] | $100K – $250K |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ Main ⇒ Bank of America, N.A. [BA] | $50K – $100K |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Bank of America, N.A. [BA] | $50K – $100K |
| Merrill Lynch - IRA ⇒ iShares MSCI Global Sustainable Development Goals ETF (SDG) [EF] | $1K – $15K |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ QCOM ⇒ Bank of America, N.A. [BA] | $1K – $15K |
| Trust #1 ⇒ BlackRock Liquidity Funds Treasury Trust - Institutional (TTTXX) [MF] | $1K – $15K |
| Merrill Lynch - IRA ⇒ Bank of America, NA [BA] | $1 – $1K |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ ALPS/Smith Total Return Bond Fund Class I (SMTHX) [MF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ AMCAP Fund, Class F-2 Shares (AMCFX) [MF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Angel Oak Multi-Strategy Income Fd Inst Shs (ANGIX) | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Artisan High Income Fund Advisor Shares (APDFX) [MF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Bank of America, N.A. [BA] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Baron Real Estate Fd Insti Shs (BREIX) [MF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Capital Group Growth ETF Capital Group Growth ETF (CGGR) [EF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Credit Suisse Strategic Income Fd Cl I (CSOIX) [MF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ DWS RREEF Real Assets Fund - Class Institutional (AAAZX) [MF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Eaton Vance Richard Bernstein Equity Strategy Fund Cl I (ERBIX) [MF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ EuroPacific Growth Fund, Class F-2 Shs (AEPFX) [MF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares (FTHSX) [MF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Hotchkis & Wiley Value Opportunities Fund Class I (HWAIX) [MF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Invesco Core Plus Bond Fund Class Y (CPBYX) [MF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) [EF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Invesco FTSE RAFI Emerging Markets ETF (PXH) [EF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ iShares Core MSCI Total International Stock ETF (IXUS) [EF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ JPMorgan Core Plus Bond Fund I Class (HLIPX) [MF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Kopernik Global All-Cap Fund- Institutional Class (KGGIX) [MF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Lord Abbett Inv. Tr. Income Fund Cl I (LAUYX) [MF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ PIMCO Mortgage Opportunities and Bond Fund Class I-2 (PMZPX) [MF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Vanguard International Dividend Appreciation ETF (VIGI) [EF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Washington Mutual Investors Fund Cl F-2 Shs (WMFFX) [MF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ WisdomTree U.S. Quality Dividend Growth Fund (DGRW) [EF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ iShares Core Dividend Growth ETF (DGRO) [EF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Vanguard Div Appreciation ETF (VIG) [EF] | Not specified |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Vanguard Total Stock Market ETF (VTI) [EF] | Not specified |