{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-25-191243","form_type":"8-K","ticker":"SF","cik":"0000720672","company_name":"STIFEL FINANCIAL CORP","filed_at":"2025-08-28T23:59:59+00:00","discovered_at":"2026-05-14T18:02:46.225067+00:00","generated_at":"2026-05-17T09:34:26.539517+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 record client assets $522.3B, up 9% YoY; treasury deposits surge 87%","bullets":["Total client assets of $522.3B at July 31, 2025, a record level, up 9% YoY and 1% from June.","Fee-based client assets of $209.1B, up 14% YoY to a record, driven by market appreciation and net new assets.","Treasury deposits of $7.2B surged 87% YoY, offsetting a modest 2% decline in client money market and insured products.","Bank loans net of $21.6B rose 7% YoY and 1% month-over-month on higher Fund Banking and Residential lending.","CEO Kruszewski cited strong momentum from ongoing market gains and net asset inflows."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-25-191243","json":"https://secwatch.observer/filing/0001193125-25-191243.json","markdown":"https://secwatch.observer/filing/0001193125-25-191243.md","text":"https://secwatch.observer/filing/0001193125-25-191243.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/720672/000119312525191243/0001193125-25-191243-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/720672/000119312525191243/d58503d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T09:34:26.539517+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"}