{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-220089","form_type":"8-K","ticker":"SF","cik":"0000720672","company_name":"STIFEL FINANCIAL CORP","filed_at":"2023-08-24T23:59:59+00:00","discovered_at":"2026-05-14T18:03:36.498287+00:00","generated_at":"2026-06-11T04:27:03.301816+00:00","sec_items":["7.01","2.02","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"confidence":"high","headline":"Stifel reports July 2023 client assets up 8% YoY to $426.7B; cash sorting slows","bullets":["Total client assets $426.7B, up 8% from $394.7B YoY and 2% from June 2023.","Fee-based client assets $158.0B, up 6% YoY; Private Client Group fee-based $138.7B, up 6%.","Client money market/insured product $25.0B, down 4% YoY; cash sorting continues to slow.","Bank loans $20.8B, up 4% YoY; recruiting activity very strong per CEO Kruszewski.","Ranked No. 1 in employee advisor segment of J.D. Power 2023 U.S. Financial Advisor Satisfaction Study."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-220089","json":"https://secwatch.observer/filing/0001193125-23-220089.json","markdown":"https://secwatch.observer/filing/0001193125-23-220089.md","text":"https://secwatch.observer/filing/0001193125-23-220089.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/720672/000119312523220089/0001193125-23-220089-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/720672/000119312523220089/d505719d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-11T04:27:03.301816+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}