SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
This filing is a Form 13F Holdings Report submitted by Stifel Financial Corp for the quarter ended March 31, 2026. The report was signed on May 12, 2026, by James M. Zemlyak, President. This filing aggregates holdings for Stifel Financial Corp and seven other included institutional investment managers.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company's operational financial performance (revenue, profit, cash flow, or debt). The following portfolio metrics are disclosed:
- Total Portfolio Value: $108,790,749,397
- Total Number of Holdings: 8,981
- Number of Included Managers: 7
Note: The filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity for Stifel Financial Corp itself.
Material Changes
The filing text does not provide comparative data for the prior period; therefore, material changes in holdings or portfolio value versus the previous quarter cannot be determined from this document.
Guidance, Outlook, and Risks
This filing is a regulatory disclosure of equity positions and does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's future operations.
Investor Verification Checklist
- Verify the total portfolio value of approximately $108.8 billion against the company's latest 10-Q or 10-K for context on asset management scale.
- Confirm the list of 7 included managers (e.g., Stifel Nicolaus & Co Inc, EquityCompass Investment Management) to understand the scope of the reported assets.
- Review the specific Schedule 13F holdings (not included in this summary text) to analyze sector concentration and top positions.
- Note that this filing reflects holdings as of March 31, 2026, and does not reflect subsequent trading activity.