
Congress trades
Stifel Financial Corp (SF)
NYSE · Financial Services · 31 congress trades · last filed 7 days ago
About Stifel Financial Corp
from the company's filings and listing- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Investment - Banking & Investment Services
- Chief executive
- Ronald James Kruszewski
- Employees
- 8,900
- Listed since
- Jul 19, 1983
- Market value
- $12.2B
- Price to earnings
- 8.9
- Earnings per share
- $9.28
- Dividend yield
- 1.64%
Earnings
6 reported quarters · next on Oct 28, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Jul 22, 2026 | $1.42 | $1.33 | $1.5B | $1.4B | EPS beatRevenue beat |
| Apr 22, 2026 | $1.45 | $1.38 | $1.4B | $1.4B | EPS beatRevenue in line |
| Jan 28, 2026 | $1.75 | $1.65 | $1.6B | $1.5B | EPS beatRevenue beat |
| Oct 22, 2025 | $1.30 | $1.23 | $1.4B | $1.3B | EPS beatRevenue beat |
| Q2 FY2025reported Jul 30, 2025 | $1.14 | $1.10 | $1.3B | $1.2B | EPS beatRevenue beat |
| Apr 23, 2025 | $0.42 | $1.07 | $1.3B | $1.3B | EPS missRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $1.0B | 14,779,953 | +2.0% | 14.38% |
| FMR LLC | $595.5M | 8,534,782 | +4.9% | 8.30% |
| Vanguard Portfolio Management LLC | $499.8M | 7,163,692 | +0.6% | 6.97% |
| Vanguard Capital Management LLC | $464.6M | 6,659,358 | +0.2% | 6.48% |
| AQR Capital Management LLC | $418.7M | 6,001,400 | -29.1% | 5.84% |
| State Street Corp | $340.2M | 4,875,785 | +4.8% | 4.74% |
| Boston Partners | $307.3M | 4,403,821 | +3.9% | 4.28% |
| Stifel Financial Corp | $271.2M | 3,886,981 | +3.0% | 3.78% |
| Earnest Partners LLC | $251.8M | 3,608,530 | -2.2% | 3.51% |
| Dimensional Fund Advisors LP | $202.5M | 2,902,428 | +10.9% | 2.82% |
| Geode Capital Management, LLC | $202.2M | 2,896,899 | +1.6% | 2.82% |
| Alliancebernstein L.P. | $194.9M | 2,637,266 | -2.6% | 2.57% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Congress trades in SF
20 disclosures of 31 on record · median 25d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Purchase | $1,001 - $15,000 | +7.3%S&P +1.0% · vs S&P 500 +6.2% | Jul 10, 2026 | Sep 4, 2026 | 56d |
| Julia LetlowFiled late | Stock | Purchase | $1,001 - $15,000 | +1.1%S&P +11.7% · vs S&P 500 -10.6% | Nov 3, 2025 | Jan 13, 2026 | 71d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +2.0%S&P +14.0% · vs S&P 500 -11.9% | Nov 24, 2025 | Dec 15, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +1.7%S&P +12.0% · vs S&P 500 -10.2% | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +2.3%S&P +12.3% · vs S&P 500 -10.0% | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +2.3%S&P +12.3% · vs S&P 500 -10.0% | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | +25.5%S&P +27.8% · vs S&P 500 -2.3% | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +40.1%S&P +40.4% · vs S&P 500 -0.3% | Apr 9, 2025 | May 14, 2025 | 35d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +16.8%S&P +34.1% · vs S&P 500 -17.3% | Oct 31, 2024 | Nov 6, 2024 | 6d |
| Michael T. McCaul | Stock | Sale | $100,001 - $250,000 | +40.7%S&P +36.5% · vs S&P 500 +4.3% | Aug 19, 2024 | Sep 16, 2024 | 28d |
| Michael T. McCaul | Stock | Sale | $100,001 - $250,000 | +40.8%S&P +37.8% · vs S&P 500 +3.0% | Aug 16, 2024 | Sep 16, 2024 | 31d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +52.7%S&P +47.7% · vs S&P 500 +4.9% | Aug 5, 2024 | Sep 16, 2024 | 42d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +41.9%S&P +36.7% · vs S&P 500 +5.2% | Aug 20, 2024 | Sep 16, 2024 | 27d |
| Michael T. McCaulFiled late | Stock | Purchase | $1,001 - $15,000 | +53.7%S&P +42.8% · vs S&P 500 +10.9% | Jun 5, 2024 | Jul 22, 2024 | 47d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +50.7%S&P +39.7% · vs S&P 500 +11.1% | Jun 21, 2024 | Jul 9, 2024 | 18d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +59.2%S&P +53.8% · vs S&P 500 +5.4% | Feb 20, 2024 | Mar 15, 2024 | 24d |
| Michael T. McCaul | Stock | Purchase | $50,001 - $100,000 | +59.2%S&P +53.8% · vs S&P 500 +5.4% | Feb 20, 2024 | Mar 15, 2024 | 24d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +60.1%S&P +53.6% · vs S&P 500 +6.5% | Feb 21, 2024 | Mar 15, 2024 | 23d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +70.9%S&P +58.0% · vs S&P 500 +12.9% | Jan 22, 2024 | Feb 13, 2024 | 22d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +71.6%S&P +58.4% · vs S&P 500 +13.2% | Jan 19, 2024 | Feb 13, 2024 | 25d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
4 members · estimate, as of Sep 10, 20264 members report a position (estimated). The largest estimated position is in the $1,000,001 - $5,000,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Michael K. Simpson | Republican · House | $1,000,001 - $5,000,000 | 100.0% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $15,001 - $50,000 | 0.1% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | <0.1% |
| Julia Letlow | Republican · House | $1,001 - $15,000 | 0.7% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded SF?
Gilbert Ray Cisneros, Jr., Julia Letlow, Lisa C. McClain, Josh Gottheimer, Michael T. McCaul disclosed SF transactions in the filings shown here.
Which members of Congress hold SF?
4 members of Congress report a position in SF in the estimate we hold as of Sep 10, 2026. The three largest estimated positions belong to Michael K. Simpson, Gilbert Ray Cisneros, Jr. and Josh Gottheimer. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are SF trades disclosed?
Congressional disclosures took a median of 25 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.
