---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-401093"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2026-09-24T20:30:48+00:00"
generated_at: "2026-09-24T20:32:19.869552+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Stifel reports record client assets, treasury deposits up 61% YoY in August

## Summary
- Total client assets $587.6B at 8/31/26, up 10% YoY and 2% MoM; record high.
- Fee-based client assets $244.4B, up 14% YoY; Private Client Group fee-based up 15%.
- Treasury deposits $12.3B, up 61% YoY and 7% MoM; client money market/insured down 8% YoY.
- CEO sees Q3 net revenue roughly flat YoY; Global Wealth growth offsets ~15% Institutional decline.

## SEC filing metadata
- accession: 0001193125-26-401093
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2026-09-24T20:30:48+00:00
- event_type: other_material
- 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/720672/000119312526401093/0001193125-26-401093-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312526401093/d52523d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-401093
- JSON: https://secwatch.observer/filing/0001193125-26-401093.json
- Plain text: https://secwatch.observer/filing/0001193125-26-401093.txt

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