Stifel Financial (SF) Securities - Held-to-maturity (2009 - 2026)
Stifel Financial (SF) reported Securities - Held-to-maturity of $6.88 billion for Q2 2026, up 4.5% from $6.58 billion a year earlier and up 0.3% from the prior quarter.
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Analysis
Stifel Financial (SF) Securities - Held-to-maturity (2009 - 2026) Analysis & Trends
At the end of FY2025, Stifel Financial posted Securities - Held-to-maturity of $6.55 billion, up 0.4% from FY2024.
- Securities - Held-to-maturity has a five-year compound annual growth rate of 9.7% (FY2020 to FY2025).
- By year, Securities - Held-to-maturity came in at $6.52 billion in FY2024 (+10.8%), $5.89 billion in FY2023 (-1.7%), $5.99 billion in FY2022 (+12.0%) and $5.35 billion in FY2021 (+29.9%).
- The Q2 2026 figure ranks as the highest quarterly Securities - Held-to-maturity in data going back to Q4 2009.
- Year over year, Securities - Held-to-maturity has now increased in each of the last three quarters, with growth averaging 6.5% over the last eight quarters.
- The high point for year-over-year Securities - Held-to-maturity in five years was Q3 2021 (growth of 57.4%); the low point was Q1 2024 (a decline of 3.2%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $6.86 billion (Q1 2026), $6.55 billion (Q4 2025) and $6.46 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Jpmorgan Chase | 914.09 Bn | 914.09 Bn | - |
| 2 | Bank Of America | 361.81 Bn | -2,014.30 Bn | - |
| 3 | Hsbc Holdings | 312.33 Bn | -1,791.27 Bn | - |
| 4 | Morgan Stanley | 292.44 Bn | -251.59 Bn | - |
| 5 | Royal Bank Of Canada | 286.86 Bn | -543.18 Bn | - |
| 6 | Goldman Sachs | 267.76 Bn | -3,475.69 Bn | - |
| 7 | Wells Fargo & Company | 257.93 Bn | 257.93 Bn | - |
| 8 | Mitsubishi Ufj Financial | 246.35 Bn | -95.04 Bn | 10.89 Bn |
| 9 | American Express | 218.88 Bn | 18.36 Bn | - |
| 10 | Stifel Financial | 11.11 Bn | -4.47 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 6.51 Bn |
| Jun 30, 2026 | 6.88 Bn |
| 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 | 6.61 Bn |
| Jun 30, 2024 | 6.06 Bn |
| Mar 31, 2024 | 5.79 Bn |
| Dec 31, 2023 | 5.89 Bn |
| Sep 30, 2023 | 5.90 Bn |
| Jun 30, 2023 | 5.95 Bn |
| Mar 31, 2023 | 5.98 Bn |
| Dec 31, 2022 | 5.99 Bn |
| Sep 30, 2022 | 5.99 Bn |
| Jun 30, 2022 | 5.88 Bn |
| Mar 31, 2022 | 5.32 Bn |
| Dec 31, 2021 | 5.35 Bn |
API Access
Stifel Financial Securities - Held-to-maturity API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=securities-held-to-maturity&ticker=SF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities-held-to-maturity", "ticker": "SF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=securities-held-to-maturity&ticker=SF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();