---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-282810"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2026-06-25T20:15:30+00:00"
generated_at: "2026-06-25T20:17:45.498377+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Stifel reports May client assets up 16% YoY; Q2 IB revenue guidance +25-30%

## Summary
- Total client assets $579.7B, up 16% YoY and 2% MoM.
- Fee-based client assets $238.7B (+20% YoY); PCG fee-based assets $208.8B (+20% YoY).
- Bank loans net $23.9B, +13% YoY and +2% from April.
- Treasury deposits $10.8B, +76% YoY but -3% MoM due to corporate client timing.
- CEO expects Q2 investment banking revenue to increase 25-30% vs Q2 2025.

## SEC filing metadata
- accession: 0001193125-26-282810
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2026-06-25T20:15:30+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/720672/000119312526282810/0001193125-26-282810-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312526282810/d151691d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-282810
- JSON: https://secwatch.observer/filing/0001193125-26-282810.json
- Plain text: https://secwatch.observer/filing/0001193125-26-282810.txt

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