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

Stifel Financial's (SF) quarterly Securities - Held-to-maturity came in at $1.1 billion in Q1 2026, down 82.94% YoY from $6.7 billion in Q1 2025, and down 76.6% on a QoQ basis from $4.9 billion in Q4 2025.

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

Stifel Financial (SF) has 18 years of Securities - Held-to-maturity data on file, last reported at $1.1 billion in Q1 2026.

  • Quarterly Securities - Held-to-maturity fell 82.94% year-over-year to $1.1 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.1 billion (down 82.94% YoY) and the FY2025 annual result came in at $4.9 billion, up 45.28% from the prior year.
  • Securities - Held-to-maturity retreated to $1.1 billion in Q1 2026, from $4.9 billion in the prior quarter.
  • In the past five years, Securities - Held-to-maturity ranged from a high of $6.7 billion in Q1 2025 to a low of $108.5 million in Q2 2022.
  • A 5-year average of $3.9 billion and a median of $3.4 billion in 2024 frame the typical range for Securities - Held-to-maturity.
  • Annual changes were most pronounced in 2022 — Securities - Held-to-maturity tumbled 94.9% — and 2023, when it surged 5234.15%.
  • Tracing SF's Securities - Held-to-maturity over 5 years: stood at $2.4 billion in 2022, then soared by 142.5% to $5.9 billion in 2023, then tumbled by 42.41% to $3.4 billion in 2024, then surged by 45.28% to $4.9 billion in 2025, then plunged by 76.6% to $1.1 billion in 2026.
  • The last three Securities - Held-to-maturity figures came in at $1.1 billion (Q1 2026), $4.9 billion (Q4 2025), and $6.5 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn -
2 Goldman Sachs 316.34 Bn -660.01 Bn -
3 Schwab Charles 220.55 Bn 135.80 Bn -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn -
8 Interactive Brokers 39.54 Bn -3.28 Bn -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn -
10 Stifel Financial 14.08 Bn 11.18 Bn 878.90 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 1.15 Bn
Dec 31, 2025 4.90 Bn
Sep 30, 2025 6.48 Bn
Jun 30, 2025 3.93 Bn
Mar 31, 2025 6.72 Bn
Dec 31, 2024 3.37 Bn
Sep 30, 2024 2.92 Bn
Jun 30, 2024 6.07 Bn
Mar 31, 2024 2.63 Bn
Dec 31, 2023 5.85 Bn
Sep 30, 2023 3.13 Bn
Jun 30, 2023 5.79 Bn
Mar 31, 2023 5.78 Bn
Dec 31, 2022 2.41 Bn
Sep 30, 2022 2.36 Bn
Jun 30, 2022 108.54 Mn
Mar 31, 2022 2.22 Bn
Dec 31, 2021 3.06 Bn
Sep 30, 2021 5.35 Bn
Jun 30, 2021 2.13 Bn