Key Takeaways
- • Representative Steve Cohen experienced a $169.7K decline in net worth during March 2025, reflecting broader market volatility affecting his publicly traded holdings.
- • Cohen's estimated net worth stands at $7.6M as of April 18, 2025, ranking 99th among current members of Congress, with approximately $3.2M in tracked publicly traded assets.
- • His portfolio includes positions in Microsoft (MS), Invesco Preferred Stock ETF (PFFV), Invesco S&P 500 Value ETF (VRP), Schwab U.S. Dividend Equity ETF (SCHD), and Invesco Emerging Markets ETF (FPEI), with historical trades dating to 2021–2022.
- • Two of his five largest holdings—PFFV and FPEI—have declined 11.88% and 11.11% respectively since purchase, while SCHD has appreciated 2.46%, indicating mixed portfolio performance.
- • Cohen maintained $1.7M in cash reserves as of Q1 filing, ranking 156th among all congressional Q1 disclosures reviewed in 2025.
Summary
Representative Steve Cohen's net worth experienced a measurable contraction in March 2025, declining by an estimated $169.7K according to Quiver Quantitative's live tracking methodology. The decline reflects market pressures on his publicly traded holdings during the month, with his overall estimated net worth settling at $7.6M as of April 18, 2025. This positions Cohen at the 99th percentile of congressional wealth, based on Quiver's live net worth estimates.
Cohen maintains approximately $3.2M in publicly traded assets that Quiver Quantitative actively monitors through its live tracking system. Data parsed from STOCK Act filings reveal approximately $7.2M in cumulative trading activity, spanning positions established between November 2021 and August 2022. His largest individual trades each involved up to $100K allocations across multiple asset classes, including equities and dividend-focused exchange-traded funds. Notable positions include a Microsoft (MS) purchase in August 2022 and several ETF positions purchased in early 2022, including PFFV, VRP, SCHD, and FPEI.
Portfolio performance has been mixed across these holdings. The Invesco Preferred Stock ETF (PFFV) and Invesco Emerging Markets ETF (FPEI) have posted declines of 11.88% and 11.11% respectively since purchase, indicating exposure to sector-specific headwinds. Conversely, the Schwab U.S. Dividend Equity ETF (SCHD) has delivered modest appreciation of 2.46%. The Invesco S&P 500 Value ETF (VRP) has experienced a 3.39% decline over the same period.
As of the Q1 filing period, Cohen disclosed $1.7M in cash reserves, representing the 156th highest cash position among all Q1 congressional disclosures reviewed in 2025. This liquidity position provides flexibility for tactical positioning or additional investments. Cohen's broader legislative activity during this period included proposals addressing federal spending accountability and debt collection practices, as reflected in recent bill proposals including H.R.2761 and H.R.2704.
Cohen maintains approximately $3.2M in publicly traded assets that Quiver Quantitative actively monitors through its live tracking system. Data parsed from STOCK Act filings reveal approximately $7.2M in cumulative trading activity, spanning positions established between November 2021 and August 2022. His largest individual trades each involved up to $100K allocations across multiple asset classes, including equities and dividend-focused exchange-traded funds. Notable positions include a Microsoft (MS) purchase in August 2022 and several ETF positions purchased in early 2022, including PFFV, VRP, SCHD, and FPEI.
Portfolio performance has been mixed across these holdings. The Invesco Preferred Stock ETF (PFFV) and Invesco Emerging Markets ETF (FPEI) have posted declines of 11.88% and 11.11% respectively since purchase, indicating exposure to sector-specific headwinds. Conversely, the Schwab U.S. Dividend Equity ETF (SCHD) has delivered modest appreciation of 2.46%. The Invesco S&P 500 Value ETF (VRP) has experienced a 3.39% decline over the same period.
As of the Q1 filing period, Cohen disclosed $1.7M in cash reserves, representing the 156th highest cash position among all Q1 congressional disclosures reviewed in 2025. This liquidity position provides flexibility for tactical positioning or additional investments. Cohen's broader legislative activity during this period included proposals addressing federal spending accountability and debt collection practices, as reflected in recent bill proposals including H.R.2761 and H.R.2704.
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