Stifel Financial (SF) Securities - Held-to-maturity (2009 - 2026)

Stifel Financial has disclosed Securities - Held-to-maturity across 18 years of filings, most recently posting $6.9 billion for 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 advanced to $6.9 billion in Q1 2026, from $6.5 billion in the prior quarter.
• Over five years, Securities - Held-to-maturity peaked at $6.9 billion in Q1 2026 and troughed 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.
• Annual changes were most pronounced in 2024 — Securities - Held-to-maturity fell 3.19% — and 2025, when it rose 15.93%.
• Tracing SF's Securities - Held-to-maturity over 5 years: stood at $5.7 billion in 2022, then increased by 1.98% to $5.9 billion in 2023, then gained by 11.5% to $6.5 billion in 2024, then gained by 0.37% to $6.5 billion in 2025, then gained by 4.77% to $6.9 billion in 2026.
• Business Quant data shows SF's Securities - Held-to-maturity at $6.9 billion in Q1 2026, $6.5 billion in Q4 2025, and $6.5 billion in Q3 2025.