Congress trades

Stifel Financial Corp (SF)

NYSE · Financial Services · 31 congress trades · last filed 7 days ago

20
Congress disclosures shown
25d
Median delay on the congress disclosures
of the 45 day limit
10/10
Purchases and sales in the disclosures shown

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%

www.stifel.com

Earnings

6 reported quarters · next on Oct 28, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Jul 22, 2026$1.42$1.33$1.5B$1.4BEPS beatRevenue beat
Apr 22, 2026$1.45$1.38$1.4B$1.4BEPS beatRevenue in line
Jan 28, 2026$1.75$1.65$1.6B$1.5BEPS beatRevenue beat
Oct 22, 2025$1.30$1.23$1.4B$1.3BEPS beatRevenue beat
Q2 FY2025reported Jul 30, 2025$1.14$1.10$1.3B$1.2BEPS beatRevenue beat
Apr 23, 2025$0.42$1.07$1.3B$1.3BEPS 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
HolderValueSharesChangeOf company
Blackrock, Inc.$1.0B14,779,953+2.0%14.38%
FMR LLC$595.5M8,534,782+4.9%8.30%
Vanguard Portfolio Management LLC$499.8M7,163,692+0.6%6.97%
Vanguard Capital Management LLC$464.6M6,659,358+0.2%6.48%
AQR Capital Management LLC$418.7M6,001,400-29.1%5.84%
State Street Corp$340.2M4,875,785+4.8%4.74%
Boston Partners$307.3M4,403,821+3.9%4.28%
Stifel Financial Corp$271.2M3,886,981+3.0%3.78%
Earnest Partners LLC$251.8M3,608,530-2.2%3.51%
Dimensional Fund Advisors LP$202.5M2,902,428+10.9%2.82%
Geode Capital Management, LLC$202.2M2,896,899+1.6%2.82%
Alliancebernstein L.P.$194.9M2,637,266-2.6%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.

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Congress trades in SF

20 disclosures of 31 on record · median 25d of the 45 allowed
MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Gilbert Ray Cisneros, Jr.Filed lateStockPurchase$1,001 - $15,000+7.3%S&P +1.0% · vs S&P 500 +6.2%Jul 10, 2026Sep 4, 202656d
Julia LetlowFiled lateStockPurchase$1,001 - $15,000+1.1%S&P +11.7% · vs S&P 500 -10.6%Nov 3, 2025Jan 13, 202671d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000+2.0%S&P +14.0% · vs S&P 500 -11.9%Nov 24, 2025Dec 15, 202521d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+1.7%S&P +12.0% · vs S&P 500 -10.2%Oct 31, 2025Nov 21, 202521d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+2.3%S&P +12.3% · vs S&P 500 -10.0%Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+2.3%S&P +12.3% · vs S&P 500 -10.0%Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseFiled lateStockPurchase$1,001 - $15,000+25.5%S&P +27.8% · vs S&P 500 -2.3%Jun 17, 2025Aug 13, 202557d
Josh GottheimerJointStockSale$1,001 - $15,000+40.1%S&P +40.4% · vs S&P 500 -0.3%Apr 9, 2025May 14, 202535d
Josh GottheimerJointStockSale$1,001 - $15,000+16.8%S&P +34.1% · vs S&P 500 -17.3%Oct 31, 2024Nov 6, 20246d
Michael T. McCaulStockSale$100,001 - $250,000+40.7%S&P +36.5% · vs S&P 500 +4.3%Aug 19, 2024Sep 16, 202428d
Michael T. McCaulStockSale$100,001 - $250,000+40.8%S&P +37.8% · vs S&P 500 +3.0%Aug 16, 2024Sep 16, 202431d
Michael T. McCaulStockSale$15,001 - $50,000+52.7%S&P +47.7% · vs S&P 500 +4.9%Aug 5, 2024Sep 16, 202442d
Michael T. McCaulStockSale$1,001 - $15,000+41.9%S&P +36.7% · vs S&P 500 +5.2%Aug 20, 2024Sep 16, 202427d
Michael T. McCaulFiled lateStockPurchase$1,001 - $15,000+53.7%S&P +42.8% · vs S&P 500 +10.9%Jun 5, 2024Jul 22, 202447d
Josh GottheimerJointStockSale$1,001 - $15,000+50.7%S&P +39.7% · vs S&P 500 +11.1%Jun 21, 2024Jul 9, 202418d
Michael T. McCaulStockPurchase$1,001 - $15,000+59.2%S&P +53.8% · vs S&P 500 +5.4%Feb 20, 2024Mar 15, 202424d
Michael T. McCaulStockPurchase$50,001 - $100,000+59.2%S&P +53.8% · vs S&P 500 +5.4%Feb 20, 2024Mar 15, 202424d
Michael T. McCaulStockPurchase$1,001 - $15,000+60.1%S&P +53.6% · vs S&P 500 +6.5%Feb 21, 2024Mar 15, 202423d
Michael T. McCaulStockPurchase$1,001 - $15,000+70.9%S&P +58.0% · vs S&P 500 +12.9%Jan 22, 2024Feb 13, 202422d
Michael T. McCaulStockPurchase$1,001 - $15,000+71.6%S&P +58.4% · vs S&P 500 +13.2%Jan 19, 2024Feb 13, 202425d

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, 2026

4 members report a position (estimated). The largest estimated position is in the $1,000,001 - $5,000,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Michael K. SimpsonRepublican · House$1,000,001 - $5,000,000100.0%
Gilbert Ray Cisneros, Jr.Democrat · House$15,001 - $50,0000.1%
Josh GottheimerDemocrat · House$1,001 - $15,000<0.1%
Julia LetlowRepublican · House$1,001 - $15,0000.7%

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

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days late, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

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.

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