secwatch.observer — SEC 8-K summary
======================================

Issuer:     STIFEL FINANCIAL CORP (SF)
CIK:        0000720672
Form:       8-K
Filed at:   2026-02-26T23:59:59+00:00
Accession:  0001193125-26-076744
Event type: earnings
Sentiment:  positive
Materiality: 0.60
Item codes: 7.01, 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720672/000119312526076744/0001193125-26-076744-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720672/000119312526076744/d948907d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-076744

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer