Stifel Financial Corp. has reported its operating data for July 2025, revealing significant changes in key performance metrics compared to the same period last year.
Total client assets increased by 9% year-over-year, reaching $522.3 million in July 2025, compared to $481.5 million in July 2024. This growth was also evident on a month-over-month basis, with a 1% increase from June 2025.
Fee-based client assets saw an even more substantial surge, rising by 14% year-over-year to $209.1 million in July 2025, up from $183.4 million in July 2024. Similar to total client assets, fee-based client assets also experienced a 1% increase from the previous month.
The Private Client Group fee-based client assets mirrored the overall trend, also increasing by 14% year-over-year, reaching $182.5 million in July 2025.
Bank loans, net, including loans held for sale, experienced a 7% increase compared to the previous year, reaching $21.6 million in July 2025.
However, client money market and insured product balances saw a decline, with a 2% decrease year-over-year, amounting to $25.7 million in July 2025.
The most notable change was in treasury deposits, which surged by 87% compared to the previous year, reaching $7.2 million in July 2025.
These figures reflect the company's ongoing market appreciation and success in attracting net new assets, as well as its strength in venture and fund deposit gathering capabilities.
Stifel Financial Corp. continues to demonstrate resilience in its deposit base, with significant growth in treasury deposits more than offsetting declines in other areas. As a result of these announcements, the company's shares have moved 0.02% on the market, and are now trading at a price of $116.40. For more information, read the company's full 8-K submission here.
