SEC Filing Summary: Stifel Financial Corp (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Stifel Financial Corp, an institutional investment manager. The report covers the calendar quarter ended June 30, 2026. The filing was signed by James M. Zemlyak, President, on August 12, 2026. This report aggregates holdings for Stifel Financial Corp and 7 other included managers, including Stifel Nicolaus & Co Inc, EquityCompass Investment Management, and Stifel Independent Advisors, LLC.
Key Financial Metrics
As a Form 13F-HR, this document reports equity holdings rather than the operating financial performance of Stifel Financial Corp itself. Consequently, the filing does not provide data on revenue, profit, cash flow, margins, debt, or liquidity for the company.
- Total Value of Reported Holdings: $120,206,320,448
- Total Number of Holdings Entries: 8,946
- Number of Included Managers: 7
Material Changes
The filing text does not provide comparative data for the prior period (e.g., March 31, 2026) to calculate material changes in holdings value or composition. The document serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's future operations. It strictly discloses the securities held by the reporting managers.
Investor Verification Checklist
- Verify the total reported value of $120.2 billion against the company's latest 10-Q or 10-K to understand the proportion of assets under management versus corporate assets.
- Confirm the list of 7 included managers to ensure all relevant investment arms of Stifel are accounted for in this aggregate figure.
- Note that this filing reflects holdings as of June 30, 2026, and does not reflect subsequent trading activity.
- Review the specific Schedule 13F-HR (not included in this summary text) for details on individual security positions and voting authority.