Stifel fee-based client assets hit record $240 billion as of July 31, 2026

• Stifel disclosed record fee-based client assets of $239.84 billion as of July 31, 2026, up 15% year over year.
• Total client assets were $578.4 billion, up 11% from a year earlier, down about 0% from June 30.
• Bank loans, net totaled $25.62 billion, up 19% year over year, up 3% from June 30.
• Client money market and insured product balances fell to $24.06 billion, down 6% year over year, down 5% from June 30.
• Treasury deposits rose to $11.5 billion, up 59% year over year; Stifel reiterated it remains on track for $4 billion full-year loan guidance.

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 GlobeNewswire (Ref. ID: 202608271615PRIMZONEFULLFEED9817306) on August 27, 2026, and is solely responsible for the information contained therein.