Stifel fee-based client assets hit record $240 billion as of July 31, 2026 - SF News | RalliesStifel fee-based client assets hit record $240 billion as of July 31, 2026
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SF• Stifel reports record fee-based client assets and higher loans
- Stifel disclosed record fee-based client assets of $239.84 billion as of July 31, 2026, up 15% year over year.
- Total client assets were $578.4 billion, up 11% from a year earlier and down about 0% from June 30.
- Bank loans, net totaled $25.62 billion, up 19% year over year and up 3% from June 30.
- Client money market and insured product balances fell to $24.06 billion, down 6% year over year and down 5% from June 30.
- Treasury deposits rose to $11.5 billion, up 59% year over year; Stifel reiterated it remains on track for $4 billion full-year loan guidance.
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