---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-245264"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2026-05-28T20:15:22+00:00"
generated_at: "2026-05-28T20:27:29.841704+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Stifel's April 2026 operating data: client assets up 17% YoY to $568.9B

## Summary
- Total client assets rose 17% YoY to $568.9B; fee-based client assets up 22% YoY to $232.4B.
- Excluding sold Stifel Independent Advisors, total client assets up 19% YoY; fee-based up 25% YoY.
- Treasury deposits increased 88% YoY to $11.1B; up 7% in April driven by venture banking.
- Bank loans, net, rose 9% YoY to $23.4B; April loan growth >$1.2B from fund banking activity.
- Client money market and insured product balances down 7% MoM to $25.0B.

## SEC filing metadata
- accession: 0001193125-26-245264
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2026-05-28T20:15:22+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 7.01, 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720672/000119312526245264/0001193125-26-245264-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312526245264/d130492d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-245264
- JSON: https://secwatch.observer/filing/0001193125-26-245264.json
- Plain text: https://secwatch.observer/filing/0001193125-26-245264.txt

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