Stifel Financial (SF-PD) Securities - Held-to-maturity (2009 - 2026)
Stifel Financial (SF-PD) posted Securities - Held-to-maturity of $6.9 billion for Q1 2026, up 4.77% quarter-over-quarter from $6.5 billion in Q4 2025, and up 2.15% on a YoY basis from $6.7 billion in Q1 2025.
Stifel Financial (SF-PD) Securities - Held-to-maturity (2009 - 2026) Analysis & Trends
Stifel Financial (SF-PD) has reported Securities - Held-to-maturity for 18 consecutive years, with $6.9 billion the latest figure, recorded in Q1 2026.
- Quarterly Securities - Held-to-maturity rose 2.15% year-over-year to $6.9 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $6.9 billion (up 2.15% YoY) and the FY2025 annual result came in at $6.5 billion, changed 0.37% from the prior year.
- Securities - Held-to-maturity came in at $6.9 billion for Q1 2026 at Stifel Financial, up from $6.5 billion in the prior quarter.
- The five-year high for Securities - Held-to-maturity was $6.9 billion in Q1 2026, with the low 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.
- Year-over-year, Securities - Held-to-maturity retreated 3.19% in 2024 and gained 15.93% in 2025.
- Tracing SF-PD's Securities - Held-to-maturity over 5 years: stood at $5.7 billion in 2022, then gained by 1.98% to $5.9 billion in 2023, then climbed by 11.5% to $6.5 billion in 2024, then climbed by 0.37% to $6.5 billion in 2025, then climbed by 4.77% to $6.9 billion in 2026.
- Per Business Quant data, the three most recent Securities - Held-to-maturity figures were $6.9 billion in Q1 2026, $6.5 billion in Q4 2025, and $6.5 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn |
| 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 |