Stifel Financial (SF-PB) Securities - Held-to-maturity (2009 - 2026)
Stifel Financial (SF-PB) reported Securities - Held-to-maturity of $6.9 billion for Q1 2026, up 2.15% year-on-year from $6.7 billion in Q1 2025, and up 4.77% quarter-over-quarter from $6.5 billion in Q4 2025.
Stifel Financial (SF-PB) has 18 years of Securities - Held-to-maturity data on file, last reported at $6.9 billion in Q1 2026.
- For the quarter ending Q1 2026, Securities - Held-to-maturity rose 2.15% year-over-year to $6.9 billion; the trailing twelve-month figure through Mar 2026 stood at $6.9 billion (up 2.15% YoY), and the FY2025 full-year result was $6.5 billion, changed 0.37% from the prior year.
- Securities - Held-to-maturity for Q1 2026 stood at $6.9 billion, up from $6.5 billion in the prior quarter.
- Across five years, Securities - Held-to-maturity topped out at $6.9 billion in Q1 2026 and bottomed at $5.3 billion in Q1 2022.
- A 5-year average of $6.1 billion and a median of $6.0 billion in 2022 frame the typical range for Securities - Held-to-maturity.
- Across the five-year window, Securities - Held-to-maturity fell 3.19% in 2024 and rose 15.93% in 2025, its largest moves.
- Tracing SF-PB's Securities - Held-to-maturity over 5 years: stood at $5.7 billion in 2022, then rose by 1.98% to $5.9 billion in 2023, then advanced by 11.5% to $6.5 billion in 2024, then advanced by 0.37% to $6.5 billion in 2025, then advanced by 4.77% to $6.9 billion in 2026.
- According to Business Quant data, Securities - Held-to-maturity over the past three periods registered $6.9 billion, $6.5 billion, and $6.5 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - |
| 10 | Stifel Financial | - | - | 878.90 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 6.86 Bn |
| Dec 31, 2025 | 6.55 Bn |
| Sep 30, 2025 | 6.46 Bn |
| Jun 30, 2025 | 6.58 Bn |
| Mar 31, 2025 | 6.72 Bn |
| Dec 31, 2024 | 6.52 Bn |
| Sep 30, 2024 | 6.63 Bn |
| Jun 30, 2024 | 6.07 Bn |
| Mar 31, 2024 | 5.79 Bn |
| Dec 31, 2023 | 5.85 Bn |
| Sep 30, 2023 | 5.81 Bn |
| Jun 30, 2023 | 5.95 Bn |
| Mar 31, 2023 | 5.98 Bn |
| Dec 31, 2022 | 5.74 Bn |
| Sep 30, 2022 | 5.99 Bn |
| Jun 30, 2022 | 5.67 Bn |
| Mar 31, 2022 | 5.32 Bn |
| Dec 31, 2021 | 5.35 Bn |
| Sep 30, 2021 | 5.35 Bn |
| Jun 30, 2021 | 4.99 Bn |
| Mar 31, 2021 | 4.77 Bn |
| Dec 31, 2020 | 5.34 Bn |
| Sep 30, 2020 | 3.34 Bn |
| Jun 30, 2020 | 3.09 Bn |
| Mar 31, 2020 | 2.70 Bn |
| Dec 31, 2019 | 3.94 Bn |
| Sep 30, 2019 | 2.86 Bn |
| Jun 30, 2019 | 3.96 Bn |
| Mar 31, 2019 | 4.10 Bn |
| Dec 31, 2018 | 4.22 Bn |
| Sep 30, 2018 | 4.57 Bn |
| Jun 30, 2018 | 4.48 Bn |
| Mar 31, 2018 | 3.85 Bn |
| Dec 31, 2017 | 3.71 Bn |
| Sep 30, 2017 | 3.55 Bn |
| Jun 30, 2017 | 3.32 Bn |
| Mar 31, 2017 | 3.19 Bn |
| Dec 31, 2016 | 3.04 Bn |
| Sep 30, 2016 | 2.24 Bn |
| Jun 30, 2016 | 2.18 Bn |
| Mar 31, 2016 | 2.06 Bn |
| Dec 31, 2015 | 1.86 Bn |
| Sep 30, 2015 | 1.13 Bn |
| Jun 30, 2015 | 1.13 Bn |
| Mar 31, 2015 | 1.15 Bn |
| Dec 31, 2014 | 1.18 Bn |
| Sep 30, 2014 | 1.20 Bn |
| Jun 30, 2014 | 1.27 Bn |
| Mar 31, 2014 | 1.29 Bn |
| Dec 31, 2013 | 1.31 Bn |
| Sep 30, 2013 | 1.72 Bn |
| Jun 30, 2013 | 702.03 Mn |
| Mar 31, 2013 | 716.27 Mn |
| Dec 31, 2012 | 708.01 Mn |
| Sep 30, 2012 | 657.93 Mn |
| Jun 30, 2012 | 521.38 Mn |
| Mar 31, 2012 | 327.45 Mn |
| Dec 31, 2011 | 190.48 Mn |
| Sep 30, 2011 | 159.13 Mn |
| Jun 30, 2011 | 157.09 Mn |
| Mar 31, 2011 | 63.18 Mn |
| Dec 31, 2010 | 52,640.00 |
| Sep 30, 2010 | 50.18 Mn |
| Jun 30, 2010 | 7.57 Mn |
| Dec 31, 2009 | 7.57 Mn |