secwatch.observer — SEC 8-K summary
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Issuer:     STIFEL FINANCIAL CORP (SF)
CIK:        0000720672
Form:       8-K
Filed at:   2025-08-28T23:59:59+00:00
Accession:  0001193125-25-191243
Event type: other_material
Sentiment:  positive
Materiality: 0.55
Item codes: 7.01, 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Stifel reports record client assets $522.3B, up 9% YoY; treasury deposits surge 87%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720672/000119312525191243/0001193125-25-191243-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720672/000119312525191243/d58503d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-191243

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