---
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"
generated_at: "2026-05-15T08:55:47.731343+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Stifel Feb 2026: client assets +12% YoY ex-sale; IB rev expected +30-40% in Q1

## Summary
- 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).

## SEC filing metadata
- 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
- event_type: other_material
- sentiment: positive
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 7.01, 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-126284
- JSON: https://secwatch.observer/filing/0001193125-26-126284.json
- Plain text: https://secwatch.observer/filing/0001193125-26-126284.txt

## Key facts
- Earnings Releases
  STIFEL FINANCIAL CORP reported preliminary financial results for February 28, 2026.
  - Period: February 28, 2026
  - Result: preliminary results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/720672/000119312526126284/0001193125-26-126284-index.htm

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