secwatch.observer — SEC 8-K summary
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Issuer:     STIFEL FINANCIAL CORP (SF)
CIK:        0000720672
Form:       8-K
Filed at:   2026-08-27T20:15:35+00:00
Accession:  0001193125-26-371310
Event type: earnings
Sentiment:  positive
Materiality: 0.50
Item codes: 7.01, 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720672/000119312526371310/0001193125-26-371310-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720672/000119312526371310/d180692d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-371310

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