Jim Banks Estimated Holdings (2026)

Base report: annual report CY2025 · (no PTR trades after report date)

Estimated total: $1.5M–$6.2M across 10 positions.

Based on the annual report CY2025 and trades reported after it, Sen. Jim Banks holds an estimated 10 positions worth $1.5M–$6.2M in total. The largest estimated holding is Rental property ($1M–$5M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.

Asset	Type	Estimated range	Confidence	Came from
Rental property	Real estate	$1M–$5M	High	Report
MetLife life insurance	Insurance	$250K–$500K	High	Report
2045 Retirement Fund	Fund/ETF	$115K–$300K	High	Report
ReliaStar Life Insurance	Insurance	$100K–$250K	High	Report
MOAT MOAT - VanEck Morningstar Wide Moat ETF	Fund/ETF	$16K–$65K	High	Report
2030 Enrollment Portfolio	Fund/ETF	$2K–$30K	High	Report
Grace Schools IRA - Money Market	Other	$1K–$15K	High	Report
PTON PTON - Peloton Interactive, Inc. - Common Stock	Stock	$1K–$15K	High	Report
2033 Enrollment Portfolio	Fund/ETF	$1K–$15K	High	Report
SBUX SBUX - Starbucks Corporation - Common Stock	Stock	$1K–$15K	High	Report

Education, not investment advice. This is an estimate, not a holdings report. We start from the value ranges in the member's most recent financial disclosure and add or subtract later periodic transaction reports (PTRs). Disclosures give ranges, not exact values, and the result can be wrong: valuation dates differ, some trades can't be matched to a holding, and assets may have moved since. Confidence: High = taken directly from the report; Medium = changed by later trades or matched by name; Low = no stated value or unclear match.

Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.

Sen. Jim Banks R-IN