Congress trades
Stifel Financial Corp (SF)
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About Stifel Financial Corp
from the company's filings and listing, as of Oct 23, 2026- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Financial - Capital Markets
- Chief executive
- Ronald James Kruszewski
- Employees
- 8,900
- Listed since
- Jul 19, 1983
- Market value
- $10.2B
- Price to earnings (12 mo)
- 8.7
- Net income per share, as reported (12 mo)
- $6.43
- Dividend yield
- 1.96%
Earnings
6 reported quarters · next on Jan 27, 2027| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Oct 21, 2026 | $1.46 | $1.44 | $1.4B | $1.5B | EPS in lineRevenue miss |
| Q2 FY2026reported Jul 22, 2026 | $1.42 | $1.33 | $1.5B | $1.4B | EPS beatRevenue beat |
| Q1 FY2026reported Apr 22, 2026 | $1.45 | $1.38 | $1.4B | $1.4B | EPS beatRevenue in line |
| Q4 FY2025reported Jan 28, 2026 | $1.75 | $1.65 | $1.6B | $1.5B | EPS beatRevenue beat |
| Q3 FY2025reported 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 |
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 reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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 LLCCliff Asness | $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 and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
GetSignal watches Form 4 and STOCK Act filings and pushes each one to your phone as it is published, with the history behind it. Free on iOS and Android.
Congress trades in SF
20 disclosures of 31 on record · median 25d of the 45 allowedSince the trade: the stock's move from its estimated entry price (a purchase) or estimated exit price (a sale) to its current price, the latest close we hold. Not the member's result.
| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Purchase | $1,001 - $15,000 | -11.3% since the tradeEstimated entry price $75.20, close on Fri Jul 10Current price $66.68, close on Fri Oct 23 | Jul 10, 2026 | Sep 4, 2026 | 56d |
| Julia LetlowFiled late | Stock | Purchase | $1,001 - $15,000 | -16.0% since the tradeEstimated entry price $119.13, close on Mon Nov 3, 2025$79.42 in today's shares after a 3-for-2 split; the move runs from this priceCurrent price $66.68, close on Fri Oct 23 | Nov 3, 2025 | Jan 13, 2026 | 71d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -15.6% since the saleEstimated exit price $118.56, close on Mon Nov 24, 2025$79.04 in today's shares after a 3-for-2 split; the move runs from this priceCurrent price $66.68, close on Fri Oct 23 | Nov 24, 2025 | Dec 15, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -15.1% since the saleEstimated exit price $117.77, close on Thu Oct 30, 2025$78.51 in today's shares after a 3-for-2 split; the move runs from this priceCurrent price $66.68, close on Fri Oct 23 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -15.1% since the tradeEstimated entry price $117.77, close on Thu Oct 30, 2025$78.51 in today's shares after a 3-for-2 split; the move runs from this priceCurrent price $66.68, close on Fri Oct 23 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -15.5% since the saleEstimated exit price $118.43, close on Fri Oct 31, 2025$78.95 in today's shares after a 3-for-2 split; the move runs from this priceCurrent price $66.68, close on Fri Oct 23 | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +4.2% since the tradeEstimated entry price $95.97, close on Tue Jun 17, 2025$63.98 in today's shares after a 3-for-2 split; the move runs from this priceCurrent price $66.68, close on Fri Oct 23 | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +15.8% since the saleEstimated exit price $86.34, close on Wed Apr 9, 2025$57.56 in today's shares after a 3-for-2 split; the move runs from this priceCurrent price $66.68, close on Fri Oct 23 | Apr 9, 2025 | May 14, 2025 | 35d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -3.5% since the saleEstimated exit price $103.62, close on Thu Oct 31, 2024$69.08 in today's shares after a 3-for-2 split; the move runs from this priceCurrent price $66.68, close on Fri Oct 23 | Oct 31, 2024 | Nov 6, 2024 | 6d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | n/a | Aug 5, 2024 | Sep 16, 2024 | 42d |
| Michael T. McCaul | Stock | Sale | $100,001 - $250,000 | n/a | Aug 16, 2024 | Sep 16, 2024 | 31d |
| Michael T. McCaul | Stock | Sale | $100,001 - $250,000 | n/a | Aug 19, 2024 | Sep 16, 2024 | 28d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Aug 20, 2024 | Sep 16, 2024 | 27d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | n/a | Jun 5, 2024 | Jul 22, 2024 | 47d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | n/a | Jun 21, 2024 | Jul 9, 2024 | 18d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | n/a | Feb 20, 2024 | Mar 15, 2024 | 24d |
| Michael T. McCaul | Stock | Purchase | $50,001 - $100,000 | n/a | Feb 20, 2024 | Mar 15, 2024 | 24d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | n/a | Feb 21, 2024 | Mar 15, 2024 | 23d |
| Michael T. McCaul | Stock | Purchase | $50,001 - $100,000 | n/a | Jan 19, 2024 | Feb 13, 2024 | 25d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | n/a | Jan 19, 2024 | Feb 13, 2024 | 25d |
Estimated prices are the stock's closing price on the trade date. A disclosure gives a value band, not the price paid. Not investment advice. After a sale a positive figure means the stock kept rising after it. On an option line the prices are the stock's, never the option's: the premium is never disclosed.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no prices or move are shown for that row.
Every Congress trade in SF, filterable by party, chamber, type and account.
Members of Congress reporting a position
4 members · estimate, as of Oct 21, 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 | 0.6% |
Estimate, as of Oct 21, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, marked to the latest close we hold. 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 and 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 Oct 21, 2026. The two largest estimated positions belong to Michael K. Simpson and Gilbert Ray Cisneros, Jr.; Josh Gottheimer holds one of the next largest, in the $1,001 - $15,000 band. 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 Oct 27, 2026.