---
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"
generated_at: "2026-08-27T20:17:21.907887+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Stifel July 2026: record fee-based assets $240B, up 17% YoY ex-SIA; loans on track

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- 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/720672/000119312526371310/0001193125-26-371310-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312526371310/d180692d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-371310
- JSON: https://secwatch.observer/filing/0001193125-26-371310.json
- Plain text: https://secwatch.observer/filing/0001193125-26-371310.txt

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