{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-371310","form_type":"8-K","ticker":"SF","cik":"0000720672","company_name":"STIFEL FINANCIAL CORP","filed_at":"2026-08-27T20:15:35+00:00","discovered_at":"2026-08-27T20:17:16.022439+00:00","generated_at":"2026-08-27T20:17:21.907887+00:00","sec_items":["7.01","2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"Stifel July 2026: record fee-based assets $240B, up 17% YoY ex-SIA; loans on track","bullets":["Fee-based client assets $239.8B, up 15% as reported and 17% ex-SIA YoY; total client assets $578.4B, up 11%.","Bank loans net $25.6B, up 19% YoY and 3% MoM; CEO affirms full-year loan guidance of $4B.","Treasury deposits $11.5B, up 59% YoY; client money market/insured balances down 5% MoM on lower sweeps.","Growth driven by strong markets and recruiting; SIA sale (Feb 2026) excluded from YoY comparisons."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-371310","json":"https://secwatch.observer/filing/0001193125-26-371310.json","markdown":"https://secwatch.observer/filing/0001193125-26-371310.md","text":"https://secwatch.observer/filing/0001193125-26-371310.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/720672/000119312526371310/0001193125-26-371310-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/720672/000119312526371310/d180692d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-27T20:17:21.907887+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}