---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-076744"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2026-02-26T23:59:59+00:00"
generated_at: "2026-05-15T23:56:15.783594+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Stifel reports record client assets in January; fee-based assets up 16% YoY

## Summary
- Total client assets $561.1B, up 10% YoY and 2% from Dec 2025.
- Fee-based client assets $229.4B, up 16% YoY; Private Client Group fee-based up 17%.
- Treasury deposits $9.1B, up 70% YoY driven by venture and fund banking activity.
- Client money market and insured product $25.9B, down 7% YoY and 3% from Dec due to seasonality.
- Bank loans $22.3B, up 6% YoY but down 1% from Dec, reflecting typical early-year trends.

## SEC filing metadata
- accession: 0001193125-26-076744
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2026-02-26T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 7.01, 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720672/000119312526076744/0001193125-26-076744-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312526076744/d948907d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-076744
- JSON: https://secwatch.observer/filing/0001193125-26-076744.json
- Plain text: https://secwatch.observer/filing/0001193125-26-076744.txt

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