{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-077888","form_type":"8-K","ticker":"SF","cik":"0000720672","company_name":"STIFEL FINANCIAL CORP","filed_at":"2023-03-23T23:59:59+00:00","discovered_at":"2026-05-14T18:03:47.878413+00:00","generated_at":"2026-06-17T19:38:23.798137+00:00","sec_items":["7.01","2.02","9.01"],"event_type":"other_material","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Stifel reports February client assets down 3% YoY; attracts $1.3B in deposits amid banking turmoil","bullets":["Total client assets $401.3B (-3% YoY, -2% MoM); fee-based assets $148.0B (-4% YoY).","Estimates Q1 2023 investment banking revenue down 5-10% from Q4 2022 due to challenging conditions.","Attracted over $1.3B in additional bank deposits in last two weeks; 85% of total deposits FDIC insured.","Bank loans net $20.8B (+19% YoY); client money market balances $26.9B (-5% YoY).","CEO cites strong net new asset growth and recruiting but equity market declines hurt total assets."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-077888","json":"https://secwatch.observer/filing/0001193125-23-077888.json","markdown":"https://secwatch.observer/filing/0001193125-23-077888.md","text":"https://secwatch.observer/filing/0001193125-23-077888.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/720672/000119312523077888/0001193125-23-077888-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/720672/000119312523077888/d434031d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-17T19:38:23.798137+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"d46946fa88fb8f24cda210d36e6877babf69d4f5","claim":"STIFEL FINANCIAL CORP updated its February 28, 2023 guidance (lowered).","evidence_excerpt":"On March 23, 2023, Stifel Financial Corp. (the “Company”) issued a press release to disclose selected operating results for February 28, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/720672/000119312523077888/0001193125-23-077888-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"February 28, 2023"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"preliminary results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}