secwatch.observer — SEC 8-K summary
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Issuer:     STIFEL FINANCIAL CORP (SF)
CIK:        0000720672
Form:       8-K
Filed at:   2026-05-28T20:15:22+00:00
Accession:  0001193125-26-245264
Event type: other_material
Sentiment:  positive
Materiality: 0.50
Item codes: 7.01, 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720672/000119312526245264/0001193125-26-245264-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720672/000119312526245264/d130492d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-245264

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