secwatch.observer — SEC 8-K summary
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Issuer:     STIFEL FINANCIAL CORP (SF)
CIK:        0000720672
Form:       8-K
Filed at:   2026-09-24T20:30:48+00:00
Accession:  0001193125-26-401093
Event type: other_material
Sentiment:  positive
Materiality: 0.50
Item codes: 7.01, 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720672/000119312526401093/0001193125-26-401093-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720672/000119312526401093/d52523d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-401093

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