Stifel Financial FY2026 total client assets fall to $558 billion; fee-based client assets drop to $228 billion

Reuters

Mar 27

<a href="https://laohu8.com/S/SFB">Stifel</a> Financial FY2026 total client assets fall to $558 billion; fee-based client assets drop to $228 billion

Stifel reported total client assets of USD 557.7 billion as of Feb. 28, 2026, and fee-based client assets of USD 228.0 billion.
Private Client Group fee-based client assets were USD 199.2 billion, while bank loans, net (including loans held for sale) were USD 22.3 billion.
Client money market and insured products totaled USD 26.03 billion, and treasury deposits were USD 9.58 billion.
Chairman and CEO Ronald Kruszewski said Stifel completed the sale of Stifel Independent Advisors on Feb. 2, 2026.
Kruszewski said Stifel expects revenue to increase 30%-40% versus the first quarter of 2025.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Stifel Financial Corporation published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001193125-26-126284), on March 26, 2026, and is solely responsible for the information contained therein.

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fee-based client assets drop to $228 billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-03-27 04:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      <a href=\"https://laohu8.com/S/SFB\">Stifel</a> Financial FY2026 total client assets fall to $558 billion; fee-based client assets drop to $228 billion\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<ul>\n<li>\n          Stifel reported total client assets of USD 557.7 billion as of Feb. 28, 2026, and fee-based client assets of USD 228.0 billion.\n        </li>\n<li>\n          Private Client Group fee-based client assets were USD 199.2 billion, while bank loans, net (including loans held for sale) were USD 22.3 billion.\n        </li>\n<li>\n          Client money market and insured products totaled USD 26.03 billion, and treasury deposits were USD 9.58 billion.\n        </li>\n<li>\n          Chairman and CEO Ronald Kruszewski said Stifel completed the sale of Stifel Independent Advisors on Feb. 2, 2026.\n        </li>\n<li>\n          Kruszewski said Stifel expects revenue to increase 30%-40% versus the first quarter of 2025.\n        </li>\n</ul>\n<br/>\n<br/>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n<i>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. 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ID: 0001193125-26-126284), on March 26, 2026, and is solely responsible for the information contained therein.</span></i>\n</p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SF","symbol_name":"Stifel Financial Corp","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260326:nNDLrLG2X:1","article_id":"2622896742","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2622896742","pubTimestamp":1774556197,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"Stifel reported total client assets of USD 557.7 billion as of Feb. 28, 2026, and fee-based client assets of USD 228.0 billion.Private Client Group fee-based client assets were USD 199.2 billion, while bank loans, net  were USD 22.3 billion.Client money market and insured products totaled USD 26.03 billion, and treasury deposits were USD 9.58 billion.Kruszewski said Stifel expects revenue to increase 30%-40% versus the first quarter of 2025.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. 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While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Stifel Financial Corporation published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001193125-26-126284), on March 26, 2026, and is solely responsible for the information contained therein.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}