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 | 333.21 Bn | 173.07 Bn | - |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn |
| 10 | Stifel Financial | 12.43 Bn | 8.53 Bn | 1.49 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 6.90 Bn |
| 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 |