secwatch.observer — SEC 8-K summary
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Issuer:     STIFEL FINANCIAL CORP (SF)
CIK:        0000720672
Form:       8-K
Filed at:   2022-11-28T23:59:59+00:00
Accession:  0001193125-22-293407
Event type: other_material
Sentiment:  neutral
Materiality: 0.45
Item codes: 7.01, 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Stifel reports Oct client assets up 5% MoM to $382B, down 10% YoY; bank loans up 48% YoY
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- Total client assets $382.4B, +5% from Sep, -10% from Oct 2021.
- Fee-based client assets $142.2B, +5% MoM, -10% YoY.
- Bank loans net $21.2B, up 48% YoY and 1% MoM.
- Client money market & insured product $26.1B, flat MoM, +1% YoY.
- CEO cites successful cash initiatives and deposit growth; Institutional Group remains challenged.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720672/000119312522293407/0001193125-22-293407-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720672/000119312522293407/d372519d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-22-293407

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer