---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-145981"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2024-05-23T23:59:59+00:00"
generated_at: "2026-06-01T09:27:16.990628+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Stifel April client assets up 12% YoY to $454B; down 3% from March

## Summary
- Total client assets of $454.0B as of April 30, up 12% YoY but down 3% from March due to equity market decline.
- Fee-based client assets rose 15% YoY to $171.4B, but declined 3% MoM.
- Client money market and insured product balances fell 2% in April to $26.3B, reflecting seasonal tax payments and cash sorting.
- Net bank loans increased 2% during April to $19.96B, driven by growth in fund banking business.
- Private Client Group fee-based assets of $150.1B, up 14% YoY, down 3% MoM.

## SEC filing metadata
- accession: 0001193125-24-145981
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2024-05-23T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 7.01, 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720672/000119312524145981/0001193125-24-145981-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312524145981/d836409d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-145981
- JSON: https://secwatch.observer/filing/0001193125-24-145981.json
- Plain text: https://secwatch.observer/filing/0001193125-24-145981.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.