{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-126284","form_type":"8-K","ticker":"SF","cik":"0000720672","company_name":"STIFEL FINANCIAL CORP","filed_at":"2026-03-26T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.552312+00:00","generated_at":"2026-05-15T08:55:47.731343+00:00","sec_items":["7.01","2.02","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Stifel Feb 2026: client assets +12% YoY ex-sale; IB rev expected +30-40% in Q1","bullets":["Completed sale of Stifel Independent Advisors on Feb 2, 2026; excluding that, total client assets +12% YoY and fee-based assets +19% YoY.","Treasury deposits rose to $9.6B from $5.6B a year ago, up 73% YoY, driven by venture banking growth.","Q1 2026 investment banking revenue expected to increase 30%-40% versus Q1 2025 despite recent market volatility.","Total client assets $557.7B as of Feb 28, 2026, down 1% from Jan but up 10% YoY.","Private Client Group fee-based assets $199.2B, up 16% YoY (ex-Independent Advisors)."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-126284","json":"https://secwatch.observer/filing/0001193125-26-126284.json","markdown":"https://secwatch.observer/filing/0001193125-26-126284.md","text":"https://secwatch.observer/filing/0001193125-26-126284.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/720672/000119312526126284/0001193125-26-126284-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/720672/000119312526126284/d24834d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T08:55:47.731343+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":[{"claim_id":"6b9cceac9232855f62afcc3225974976ae10a112","claim":"STIFEL FINANCIAL CORP reported preliminary financial results for February 28, 2026.","evidence_excerpt":"Stifel Financial Corp. (NYSE: SF) today reported selected operating results for February 28, 2026, to provide timely information to investors on certain key performance metrics.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/720672/000119312526126284/0001193125-26-126284-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"February 28, 2026"},{"label":"Result","value":"preliminary results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}