Bank call report · Saint Louis, MO
Stifel Bank and Trust Call Report
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Stifel Bank and Trust filed its latest call report for the quarter ended June 30, 2026 on the FFIEC 041. Below are its 398 reported line items, schedule by schedule (1,075 items filed as zero are left out). The official PDF is on the FFIEC Central Data Repository.
| Call report form | FFIEC 041 |
|---|---|
| Latest quarter filed | Q2 2026 (June 30, 2026) |
| Federal Reserve RSSD ID | 3076248 |
| FDIC certificate number | 57311 |
| Total assets | $19.62B |
Official Q2 2026 call report PDF (FFIEC) →
Stifel Bank and Trust call report by schedule, Q2 2026
Dollar amounts are as filed, in the units the form uses. Each line item links to its definition; each schedule links to the full schedule reference for the FFIEC 041.
Schedule RC: Balance Sheet (31 items)
About Schedule RC · Stifel Bank and Trust balance sheet trends
| Line item | Code | Q2 2026 |
|---|---|---|
| Total Assets | RCON2170 | $19.62B |
| Total Liabilities, Limited-life Preferred Stock, and Equity Capital | RCON3300 | $19.62B |
| Total Liabilities and Minority Interest | RCON2948 | $18.28B |
| Total Deposits | RCON2200 | $17.53B |
| Total Interest-bearing Deposits in Foreign and Domestic Offices | RCON6636 | $17.45B |
| Loans and Leases, Net of Unearned Income - Totals | RCONB528 | $14.85B |
| Loans and Leases, Net of Unearned Income and Allowance | RCONB529 | $14.77B |
| Held to maturity securities (ASU 2016-13 adoption) | RCONJJ34 | $3.34B |
| Held-to-maturity Securities, Total | RCON1754 | $3.34B |
| Total Equity Capital | RCON3210 | $1.34B |
| Total Equity Capital Including Noncontrolling Minority Interests in Consolidated Subsidiaries | RCONG105 | $1.34B |
| Surplus | RCON3839 | $997.2M |
| Interest-bearing Balances | RCON0071 | $509.4M |
| Other Borrowed Money | RCON3190 | $450.0M |
| Loans and Leases Held for Sale | RCON5369 | $373.6M |
| Undivided Profits and Capital Reserves | RCON3632 | $355.3M |
| Other Assets | RCON2160 | $316.6M |
| Available-for-sale debt securities (from Schedule RC-B, column D) | RCON1773 | $181.8M |
| Other Liabilities, Total | RCON2930 | $151.1M |
| Securities Sold Under Agreements to Repurchase | RCONB995 | $144.9M |
| Premises and Fixed Assets (Including Capitalized Leases) | RCON2145 | $85.1M |
| Allowance for Loan and Lease Losses | RCON3123 | $84.6M |
| Deposits: Noninterest-bearing | RCON6631 | $75.4M |
| Noninterest-bearing Balances and Currency and Coin | RCON0081 | $21.1M |
| Intangible Assets | RCON2143 | $20.1M |
| Goodwill | RCON3163 | $16.7M |
| Accumulated Other Comprehensive Income | RCONB530 | -$12.1M |
| Trading Assets, Total | RCON3545 | $4.5M |
| Trading Liabilities, Total | RCON3548 | $4.5M |
| Common Stock | RCON3230 | $1.0M |
| Federal Funds Sold | RCONB987 | $1K |
Schedule RI: Income Statement (37 items)
About Schedule RI · Stifel Bank and Trust income statement trends
| Line item | Code | Q2 2026 |
|---|---|---|
| Total Interest Income | RIAD4107 | $490.9M |
| Interest and Fee Income on Loans, Total | RIAD4010 | $390.3M |
| Net Interest Income | RIAD4074 | $339.8M |
| Income (Loss) Before Applicable Income Taxes and Discontinued Operations | RIAD4301 | $237.6M |
| Income (loss) before change in net unrealized holding gains (losses) on equity securities not held for trading, applicable income taxes, and discontinued operations operations (item 3 plus or minus items 4, 5.m, 6.a, 6.b, and 7.e) | RIADHT69 | $237.6M |
| Income (Loss) Before Discontinued Operations | RIAD4300 | $183.4M |
| Net Income (Loss) | RIAD4340 | $183.4M |
| Net Income (Loss) Attributable to Bank and Noncontrolling Minority Interests | RIADG104 | $183.4M |
| Interest and Fee Income on Loans Secured by 1-4 Family Residential Properties | RIAD4435 | $182.1M |
| Total Interest Expense | RIAD4073 | $151.1M |
| Savings Deposits (Including Mmdas) | RIAD0093 | $145.4M |
| Total Noninterest Expense | RIAD4093 | $93.7M |
| Interest on Other Securities | RIAD4060 | $87.5M |
| Interest and Fee Income on Commercial and Industrial Loans | RIAD4012 | $84.4M |
| Interest and Fee Income on All Other Loans in Domestic Offices | RIAD4058 | $71.4M |
| Other Noninterest Expense | RIAD4092 | $67.5M |
| Applicable Income Taxes | RIAD4302 | $54.3M |
| Interest and Fee Income on All Other Loans Secured by Real Estate | RIAD4436 | $51.8M |
| Salaries and Employee Benefits | RIAD4135 | $22.9M |
| Provisions for Credit Losses on Financial Assets | RIADJJ33 | $17.0M |
| Provision for Loan and Lease Losses | RIAD4230 | $14.5M |
| Total Noninterest Income | RIAD4079 | $8.5M |
| Interest Income on Balances Due from Depository Institutions | RIAD4115 | $6.9M |
| Service Charges on Deposit Accounts in Domestic Offices | RIAD4080 | $6.7M |
| Expense of Federal Funds Purchased and Securities Sold Under Agreements to Repurchase | RIAD4180 | $3.2M |
| Other Interest Income | RIAD4518 | $3.2M |
| Expenses of Premises and Fixed Assets | RIAD4217 | $3.2M |
| Interest and Dividend Income on Securities: Mortgage-backed Securities | RIADB489 | $3.0M |
| Net Gains (Losses) on Sales of Other Assets (Excluding Securities) | RIADB496 | $2.2M |
| Interest on Transaction Accounts (NOW Accounts, Ats Accounts, and Telephone and Preauthorized Transfer Accounts) | RIAD4508 | $2.1M |
| Net Gains (Losses) on Sales of Loans | RIAD5416 | -$1.9M |
| Other Noninterest Income | RIADB497 | $819K |
| Loans to Individuals for Household, Family, and Other Personal Expenditures: Other (Includes Single Payment, Installment, All Student Loans, and Revolving Credit Plans Other Than Credit Cards) | RIADB486 | $687K |
| Net Servicing Fees | RIADB492 | $565K |
| Interest and Fee Income on Loans to Finance Agricultural Production and Other Loans to Farmers in Domestic Offices | RIAD4024 | $422K |
| Interest on Trading Liabilities and Other Borrowed Money | RIAD4185 | $392K |
| Number of Full Time Equivalent Employees on Payroll at End of Current Period | RIAD4150 | 329 |
Schedule RC-A: Cash and Balances Due from Depository Institutions (4 items)
Schedule RC-B: Securities (34 items)
About Schedule RC-B · Stifel Bank and Trust securities trends
| Line item | Code | Q2 2026 |
|---|---|---|
| Mortgage-backed Securities (MBS): Residential Pass-through Securities: Guaranteed by GNMA: Available-for-sale Amortized Cost | RCONG302 | $38.7M |
| Mortgage-backed Securities (MBS): Residential Pass-through Securities: Guaranteed by GNMA: Available-for-sale Fair Value | RCONG303 | $38.1M |
| Mortgage-backed Securities (MBS): Residential Pass-through Securities: Issued by FNMA and FHLMC: Available-for-sale Amortized Cost | RCONG306 | $106.8M |
| Mortgage-backed Securities (MBS): Residential Pass-through Securities: Issued by FNMA and FHLMC: Available-for-sale Fair Value | RCONG307 | $94.2M |
| Mortgage-backed Securities (MBS): Other Residential MBS (Include Cmos, REMICS, and Stripped MBS): All Other Residential MBS - Available-for-sale Amortized Cost | RCONG322 | $134K |
| Mortgage-backed Securities (MBS): Other Residential MBS (Include Cmos, REMICS, and Stripped MBS): All Other Residential MBS - Available-for-sale Fair Value | RCONG323 | $133K |
| Structured Financial Products by Underlying Collateral or Reference Assets: Corporate and Similar Loans - Available-for-sale Amortized Cost | RCONG358 | $7.0M |
| Structured Financial Products by Underlying Collateral or Reference Assets: Corporate and Similar Loans - Available-for-sale Fair Value | RCONG359 | $7.0M |
| Structured Financial Products by Underlying Collateral or Reference Assets: Corporate and Similar Loans - Held-to-maturity Amortized Cost | RCONG356 | $3.32B |
| Structured Financial Products by Underlying Collateral or Reference Assets: Corporate and Similar Loans - Held-to-maturity Fair Value | RCONG357 | $3.33B |
| Total Fair Value of Held-to-maturity Securities | RCON1771 | $3.35B |
| Fair Value of Structured Notes | RCON8783 | $3.33B |
| Amortized Cost of Structured Notes | RCON8782 | $3.33B |
| Asset-backed securities and structured financial products, Structured financial products, Held-to-maturity, Fair Value | RCONHT59 | $3.33B |
| Asset-backed securities and structured financial products, Structured financial products, Held-to-maturity, Amortized Cost | RCONHT58 | $3.32B |
| Securities Issued by the U.S. Treasury, U.S. Government Agencies, and States and Political Subdivisions in the U.S., Other Non-mortgage Debt Securities, and Mortgage Pass-through Securities Other Than Those Backed by Closed-end First Lien 1-4 Family Residential Mortgages with a Remaining Maturity or Next Repricing Date of Three Months of Less | RCONA549 | $2.77B |
| Pledged Securities | RCON0416 | $2.02B |
| Securities Issued by the U.S. Treasury, U.S. Government Agencies, and States and Political Subdivisions in the U.S., Other Non-mortgage Debt Securities, and Mortgage Pass-through Securities Other Than Those Backed by Closed-end First Lien 1-4 Family Residential Mortgages with a Remaining Maturity or Next Repricing Date of Over Three Months Through 12 Months | RCONA550 | $592.8M |
| Total Amortized Cost of Available-for-sale Securities | RCON1772 | $197.9M |
| Mortgage Pass-through Securities Backed by Closed-end First Lien 1-4 Family Residential Mortgages with a Remaining Maturity or Next Repricing Date of Over 15 Years | RCONA560 | $132.2M |
| Amortized Cost of Held-to-maturity Securities Sold or Transferred to Available-for-sale or Trading Securities During the Calendar Year-to-date | RCON1778 | $109.5M |
| Amortized Cost of Other Available-for-sale Domestic Debt Securities | RCON1739 | $45.3M |
| Fair Value of Other Available-for-sale Domestic Debt Securities | RCON1741 | $42.5M |
| Securities Issued by the U.S. Treasury, U.S. Government Agencies, and States and Political Subdivisions in the U.S., Other Non-mortgage Debt Securities, and Mortgage Pass-through Securities Other Than Those Backed by Closed-end First Lien 1-4 Family Residential Mortgages with a Remaining Maturity or Next Repricing Date of Over Three Years Through Five Years | RCONA552 | $26.9M |
| Amortized Cost of Held-to-maturity Asset-backed Securities: Other Consumer Loans | RCONB850 | $22.5M |
| Total (Asset-backed Securities) Amortized Cost - Held to Maturity | RCONC026 | $22.5M |
| Asset-backed Securities: Held-to-maturity-fair Value | RCONC988 | $20.6M |
| Fair Value of Held-to-maturity Asset-backed Securities: Other Consumer Loans | RCONB851 | $20.6M |
| Fixed Rate and Floating Rate Debt Securities with a Remaining Maturity of One Year or Less | RCONA248 | $11.9M |
| Asset-backed securities and structured financial products, Structured financial products, Available for sale, Fair Value | RCONHT61 | $7.0M |
| Asset-backed securities and structured financial products, Structured financial products, Available for sale, Amortized Cost | RCONHT60 | $7.0M |
| Securities Issued by the U.S. Treasury, U.S. Government Agencies, and States and Political Subdivisions in the U.S., Other Non-mortgage Debt Securities, and Mortgage Pass-through Securities Other Than Those Backed by Closed-end First Lien 1-4 Family Residential Mortgages with a Remaining Maturity or Next Repricing Date of Over One Year Through Three Years | RCONA551 | $3.7M |
| OTHER MORTGAGE-BACKED SECURITIES (INCLUDE CMOs, REMICs, AND STRIPPED MBS) WITH AN EXPECTED AVERAGE LIFE OF THREE YEARS OR LESS | RCONA561 | $133K |
| Mortgage Pass-through Securities Backed by Closed-end First Lien 1-4 Family Residential Mortgages with a Remaining Maturity or Next Repricing Date of Over One Year Through Three Years | RCONA557 | $67K |
Schedule RC-C, Part I: Loans and Leases (35 items)
About Schedule RC-C, Part I · Stifel Bank and Trust loans and leases trends
| Line item | Code | Q2 2026 |
|---|---|---|
| Total Loans and Leases, Net of Unearned Income | RCON2122 | $15.22B |
| Pledged Loans and Leases | RCONG378 | $8.82B |
| All Other Loans Secured by 1-4 Family Residential Properties: Secured by First Liens | RCON5367 | $8.47B |
| Adjustable Rate Closed-end Loans Secured by First Liens on 1-4 Family Residential Properties | RCON5370 | $6.88B |
| All Loans and Leases Other Than Closed-end Loans Secured by First Liens on 1-4 Family Residential Properties (in Domestic Offices) with a Remaining Maturity or Repricing Frequency of Three Months or Less | RCONA570 | $5.72B |
| Closed-end Loans Secured by First Liens on 1-4 Family Residential Properties (in Domestic Offices) with a Remaining Maturity or Repricing Frequency of Over Five Years Through 15 Years | RCONA568 | $2.85B |
| Fixed Rate and Floating Rate Loans and Leases with a Remaining Maturity of One Year or Less | RCONA247 | $2.73B |
| Closed-end Loans Secured by First Liens on 1-4 Family Residential Properties (in Domestic Offices) with a Remaining Maturity or Repricing Frequency of Over Three Years Through Five Years | RCONA567 | $2.44B |
| Commercial and Industrial Loans | RCON1766 | $2.22B |
| Commercial and Industrial Loans to U.S. Addressees | RCON1763 | $2.20B |
| Loans to Nondepository Financial Institutions and Other Loans: Loans to Nondepository Financial Institutions | RCONJ454 | $2.02B |
| Closed-end Loans Secured by First Liens on 1-4 Family Residential Properties (in Domestic Offices) with a Remaining Maturity or Repricing Frequency of Over One Year Through Three Years | RCONA566 | $1.36B |
| Loans to private equity funds | RCONPV07 | $1.26B |
| Closed-end Loans Secured by First Liens on 1-4 Family Residential Properties (in Domestic Offices) with a Remaining Maturity or Repricing Frequency of Over 15 Years | RCONA569 | $993.8M |
| Loans Secured by Other Construction Loans and All Land Development and Other Land Loans | RCONF159 | $974.5M |
| Other Loans | RCONJ464 | $833.9M |
| Loans for purchasing or carrying securities, including margin loans | RCON1545 | $832.9M |
| Closed-end Loans Secured by First Liens on 1-4 Family Residential Properties (in Domestic Offices) with a Remaining Maturity or Repricing Frequency of Over Three Months Through 12 Months | RCONA565 | $642.1M |
| All Loans and Leases Other Than Closed-end Loans Secured by First Liens on 1-4 Family Residential Properties (in Domestic Offices) with a Remaining Maturity or Repricing Frequency of Over Three Months Through 12 Months | RCONA571 | $460.5M |
| Loans Secured by Other Nonfarm Nonresidential Properties. | RCONF161 | $389.6M |
| Other loans to nondepository financial institutions | RCONPV09 | $386.3M |
| Loans to business credit intermediaries | RCONPV06 | $358.2M |
| All Loans and Leases Other Than Closed-end Loans Secured by First Liens on 1-4 Family Residential Properties (in Domestic Offices) with a Remaining Maturity or Repricing Frequency of Over Five Years Through 15 Years | RCONA574 | $270.4M |
| Revolving, Open-end Loans Secured by 1-4 Family Residential Properties and Extended Under Lines of Credit | RCON1797 | $247.9M |
| Loans to Finance Commercial Real Estate, Construction, and Land Development Activities Included in Items 1766, 1563 for (Fr Y-9C), in Items 1766, 1563 for (FFIEC 031), in Items 1766, 1564 for (FFIEC 032 and 033), and in Items 1766, 2080 for (FFIEC 034) | RCON2746 | $180.8M |
| Closed-end Loans Secured by First Liens on 1-4 Family Residential Properties (in Domestic Offices) with a Remaining Maturity or Repricing Frequency of Three Months or Less | RCONA564 | $170.1M |
| All Loans and Leases Other Than Closed-end Loans Secured by First Liens on 1-4 Family Residential Properties (in Domestic Offices) with a Remaining Maturity or Repricing Frequency of Over One Year Through Three Years | RCONA572 | $136.4M |
| All Loans and Leases Other Than Closed-end Loans Secured by First Liens on 1-4 Family Residential Properties (in Domestic Offices) with a Remaining Maturity or Repricing Frequency of Over Three Years Through Five Years | RCONA573 | $53.2M |
| Commercial and Industrial Loans to Non-u.s. Addressees | RCON1764 | $28.2M |
| Other Consumer Loans to Individuals for Household, Family, and Other Personal Expenditures (Includes Single Payment, Installment, and All Student Loans) | RCONK207 | $23.4M |
| Loans to Finance Agricultural Production and Other Loans to Farmers | RCON1590 | $20.7M |
| Loans to consumer credit intermediaries | RCONPV08 | $20.3M |
| Loans Secured by Owner Occupied Nonfarm Nonresidential Properties | RCONF160 | $18.9M |
| Loans Secured by 1-4 Family Residential Properties in Domestic Offices in Process of Foreclosure (Included in Rc-c, Part I, Items 1.C.(1), 1.C.(2)(A), and 1.C.(2)(B) | RCONF577 | $2.3M |
| Loans to Nondepository Financial Institutions and Other Loans: Other Loans: All Other Loans (Exclude Consumer Loans) | RCONJ451 | $934K |
Schedule RC-C, Part II: Loans to Small Businesses and Small Farms (2 items)
| Line item | Code | Q2 2026 |
|---|---|---|
| Amount Currently Outstanding of Commercial and Industrial Loans to U.S. Addressees (in Domestic Offices) with Original Amounts of More Than $250,000 Through $1,000,000 | RCON5575 | $1.6M |
| Number of Commercial and Industrial Loans to U.S. Addressees (in Domestic Offices) with Original Amounts of More Than $250,000 Through $1,000,000 | RCON5574 | 2 |
Schedule RC-D: Trading Assets and Liabilities (2 items)
Schedule RC-E: Deposit Liabilities (16 items)
About Schedule RC-E · Stifel Bank and Trust deposit liabilities trends
| Line item | Code | Q2 2026 |
|---|---|---|
| Money Market Deposit Accounts (Mmda's) | RCON6810 | $16.47B |
| Total Nontransaction Accounts (Including Mmda's) | RCON2385 | $16.47B |
| Total Nontransaction Accounts Deposits of Individuals, Partnerships, and Corporations | RCONB550 | $16.47B |
| Total sweep deposits that are not brokered deposits | RCONMT95 | $9.98B |
| Sweep deposits: Fully insured, affiliate sweep deposits | RCONMT87 | $7.96B |
| Total Transaction Accounts | RCON2215 | $1.06B |
| Sweep deposits: Not fully insured, affiliate sweep deposits | RCONMT89 | $1.03B |
| Total Transaction Accounts - Deposits of Individuals, Partnerships, and Corporation | RCONB549 | $1.01B |
| Sweep deposits: Fully insured, non-affiliate sweep deposits | RCONMT91 | $992.8M |
| Total Demand Deposits (See Note Below) | RCON2210 | $884.7M |
| Total reciprocal deposits | RCONJH83 | $654.6M |
| Selected Components of Total Deposits, Brokered Deposits of 250000 or Less (Fully Insured Brokered Deposits) | RCONHK05 | $388.9M |
| Selected Components of Total Deposits, Brokered Deposits of 250000 or Less with a Remaining Maturity of One Year or Less | RCONHK06 | $388.9M |
| Total Brokered Deposits | RCON2365 | $388.9M |
| Total Transaction Accounts - Deposits of States and Political Subdivisions in the U.S. | RCON2203 | $45.0M |
| Total Transaction Accounts - Deposits of Commercial Banks and Other Depository Institutions in the U.S. | RCONB551 | $8.3M |
Schedule RC-F: Other Assets (6 items)
| Line item | Code | Q2 2026 |
|---|---|---|
| Accrued Interest Receivable | RCONB556 | $117.0M |
| Historical Cost of All Other Available-for-sale Equity Securities | RCON1752 | $104.1M |
| Net Deferred Tax Assets | RCON2148 | $71.3M |
| Other Assets | RCON2168 | $24.2M |
| Accounts Receivable | RCONFT34 | $10.9M |
| Prepaid Expenses | RCON2166 | $5.8M |
Schedule RC-G: Other Liabilities (6 items)
| Line item | Code | Q2 2026 |
|---|---|---|
| All Other Liabilities | RCON2938 | $130.7M |
| Accounts Payable | RCON3066 | $100.2M |
| Operating lease liabilities | RCONLB56 | $12.3M |
| Allowance for Credit Losses on Off-balance Sheet Credit Exposures | RCONB557 | $12.1M |
| Other Expenses Accrued and Unpaid | RCON3646 | $4.9M |
| Interest Accrued and Unpaid on Deposits (in Domestic Offices) | RCON3645 | $3.3M |
Schedule RC-K: Quarterly Averages (15 items)
About Schedule RC-K · Stifel Bank and Trust quarterly averages trends
| Line item | Code | Q2 2026 |
|---|---|---|
| Quarterly Average of Total Assets | RCON3368 | $18.93B |
| Nontransaction Accounts in Domestic Offices: Savings Deposits | RCONB563 | $16.35B |
| Quarterly Average of Total Loans | RCON3360 | $14.16B |
| Quarterly Average of Loans Secured by 1-4 Family Residential Properties | RCON3465 | $8.56B |
| All Other Securities | RCONB560 | $3.24B |
| Quarterly Average of Commercial and Industrial Loans | RCON3387 | $2.18B |
| Quarterly Average of All Other Loans Secured by Real Estate | RCON3466 | $1.49B |
| Transaction Accounts (in Domestic Offices) (NOW Accounts, Ats Accounts, and Telephone and Preauthorized Transfer Accounts) - Quarterly Average | RCON3485 | $709.2M |
| Quarterly Average of Interest-bearing Balances Due from Depository Institutions | RCON3381 | $285.7M |
| Mortgage-backed Securities | RCONB559 | $175.6M |
| Quarterly Average of Federal Funds Purchased and Securities Sold Under Agreements to Repurchase | RCON3353 | $144.1M |
| Quarterly Average of Other Borrowed Money | RCON3355 | $33.2M |
| Loans to Individuals for Household, Family, and Other Personal Expenditures: Other | RCONB562 | $19.2M |
| Quarterly Average of Loans to Finance Agricultural Production and Other Loans to Farmers | RCON3386 | $9.2M |
| Quarterly Average of Assets Held in Trading Accounts | RCON3401 | $4.2M |
Schedule RC-L: Derivatives and Off-Balance-Sheet Items (24 items)
About Schedule RC-L · Stifel Bank and Trust derivatives and off-balance-sheet items trends
| Line item | Code | Q2 2026 |
|---|---|---|
| Over the Counter Derivatives: Net Current Credit Exposure - Banks and Securities Firms | RCONG418 | $254K |
| Over the Counter Derivatives: Fair Value of Collateral: Cash U.S. Dollar - Banks and Securities Firms | RCONG423 | $4.2M |
| Over the Counter Derivatives: Fair Value of Collateral: Total Fair Value of Collateral (Sum of Items 16.B.(1) Through (7) - Banks and Securities Firms | RCONG458 | $4.2M |
| Other Unused Commitments: All Other Unused Commitments | RCONJ459 | $7.15B |
| Other unused commitments: Loans to nondepository financial institutions | RCONPV11 | $3.13B |
| Other unused commitments: Loans to private equity funds | RCONPV14 | $2.20B |
| Other unused commitments: Loans to business credit intermediaries | RCONPV13 | $465.5M |
| Other unused commitments: Other loans to nondepository financial institutions | RCONPV16 | $453.7M |
| Unused Commitments - Revolving, Open-end Lines Secured by 1-4 Family Residential Properties | RCON3814 | $436.1M |
| Commercial Real Estate, Other Construction Loan and Land Development Loan Commitments | RCONF165 | $372.5M |
| Total Gross Notional Amount of Interest Rate Derivative Contracts Held for Purposes Other Than Trading: Contracts Marked to Market | RCON8725 | $368.8M |
| Written OTC Interest Rate Option Contracts | RCON8709 | $368.8M |
| Foreign Exchange Forward Contracts | RCON8698 | $307.8M |
| Total Gross Notional Amount of Foreign Exchange Derivative Contracts Held for Purposes Other Than Trading: Contracts Marked to Market | RCON8726 | $307.8M |
| Interest Rate Contracts - Notional Value of All Outstanding Interest Rate Swaps | RCON3450 | $284.8M |
| Total Gross Notional Amount of Interest Rate Derivative Contracts Held for Trading | RCONA126 | $284.8M |
| Other Unused Commitments: Commercial and Industrial Loans | RCONJ457 | $169.7M |
| Commercial Real Estate, Construction, and Land Development: Commitments to Fund Loans Not Secured by Real Estate | RCON6550 | $131.2M |
| Financial Standby Letters of Credit and Foreign Office Guarantees | RCON3819 | $24.1M |
| Performance Standby Letters of Credit | RCON3821 | $23.0M |
| Gross Positive Fair Value of Foreign Exchange Derivative Contracts Held for Purposes Other Than Trading That Are Marked to Market | RCON8742 | $5.0M |
| Other unused commitments: Loans to consumer credit intermediaries | RCONPV15 | $4.7M |
| Gross Negative Fair Value of Interest Rate Derivative Contracts Held for Trading | RCON8737 | $4.5M |
| Gross Positive Fair Value of Interest Rate Derivative Contracts Held for Trading | RCON8733 | $4.5M |
Schedule RC-M: Memoranda (6 items)
About Schedule RC-M · Stifel Bank and Trust memoranda trends
| Line item | Code | Q2 2026 |
|---|---|---|
| FHLB Advances (Loans) Due in One Year or Less | RCON2651 | $450.0M |
| FHLB Advances: Advances with a Remaining Maturity or Next Repricing Date of One Year or Less | RCONF055 | $450.0M |
| Aggregate Amount of All Extensions of Credit to All Executive Officers, Directors, Principal Shareholders, and Their Related Interests | RCON6164 | $58.3M |
| Estimated Fair Value of Mortgage Servicing Assets | RCONA590 | $9.8M |
| Mortgage Servicing Assets | RCON3164 | $3.4M |
| Number of Executive Officers, Directors, and Principal Shareholders to Whom the Amount of All Extensions of Credit by the Reporting Bank (Including Extensions of Credit to Related Interests) Equals or Exceeds the Lesser of $500,000 or 5 Percent of Total Capital as Defined for This Purpose in Agency Regulations | RCON6165 | 10 |
Schedule RC-N: Past Due and Nonaccrual Loans, Leases, and Other Assets (12 items)
About Schedule RC-N · Stifel Bank and Trust past due and nonaccrual loans, leases, and other assets trends
| Line item | Code | Q2 2026 |
|---|---|---|
| Total Loans and Lease Finance Receivables: Nonaccrual | RCON1403 | $119.9M |
| Commercial and Industrial Loans - Nonaccrual | RCON1608 | $69.4M |
| Other Construction Loans and All Land Development and Other Land Loans, Nonaccrual | RCONF177 | $45.9M |
| Other Construction Loans and All Land Development and Other Land Loans, Past Due 90 or More Days and Still Accruing. | RCONF175 | $45.4M |
| Total Loans and Lease Financing Receivables: Past Due 90 Days or More and Still Accruing | RCON1407 | $45.4M |
| Total Loans and Lease Financing Receivables: Past Due 30-89 Days and Still Accruing | RCON1406 | $24.4M |
| Additions to Nonaccrual Assets | RCONC410 | $23.4M |
| All Other Loans - Past Due 30 Through 89 Days and Still Accruing | RCON5459 | $15.4M |
| Closed-end Loans Secured by 1-4 Family Residential Properties:secured by First Liens-past Due 30 Thru 89 Days and Still Accruing | RCONC236 | $8.8M |
| Closed-end Loans Secured by 1-4 Family Residential Properties:secured by First Liens-nonaccural | RCONC229 | $4.0M |
| Loans Secured by 1-4 Family Residential Properties: Revolving, Open-end Loans Secured by 1-4 Family Residential Properties and Extended Under Lines of Credit - Nonaccrual | RCON5400 | $661K |
| Loans Secured by 1-4 Family Residential Properties: Revolving, Open-end Loans Secured by 1-4 Family Residential Properties and Extended Under Lines of Credit - Past Due 30 Through 89 Days and Still Accruing | RCON5398 | $203K |
Schedule RC-O: Other Data for Deposit Insurance Assessments (10 items)
About Schedule RC-O · Stifel Bank and Trust other data for deposit insurance assessments trends
| Line item | Code | Q2 2026 |
|---|---|---|
| Average Consolidated Total Assets for the Calendar Quarter | RCONK652 | $18.93B |
| Total Deposit Liabilities as Defined in Section 3(1) of the Federal Deposit Insurance Act Before Exclusions | RCONF236 | $17.53B |
| Amount of Deposit Accounts (Excluding Retirement Accounts) of More Than $250,000 | RCONF051 | $16.67B |
| Estimated Amount of Uninsured Assessable Deposits in Domestic Offices of the Bank and in Insured Branches in Puerto Rico and U.S. Territories and Possessions, Including Related Interest Accrued and Unpaid | RCON5597 | $3.00B |
| Average Tangible Equity for the Calendar Quarter | RCONK654 | $1.40B |
| Amount of Deposit Accounts (Excluding Retirement Accounts) of $250,000 or Less | RCONF049 | $864.4M |
| Total Unfunded Commitments to Fund Construction, Land Development, and Other Land Loans Secured by Real Estate | RCONK676 | $366.1M |
| Number of Deposit Accounts (Excluding Retirement Accounts) of More Than $250,000 | RCONF052 | 16 |
| Number of Deposit Accounts (Excluding Retirement Accounts)of $250,000 or Less | RCONF050 | 11 |
| Averaging Method Used | RCONK653 | 1 |
Schedule RC-P: 1-4 Family Residential Mortgage Banking Activities (4 items)
| Line item | Code | Q2 2026 |
|---|---|---|
| Principal Amount of 1-4 Family Residential Mortgage Loans Sold During the Quarter | RCONFT04 | $176.3M |
| Retail originations during the quarter of 1-4 family residential mortgage loans for sale | RCONHT81 | $144.1M |
| Quarter End Amount of 1-4 Family Residential Mortgage Loans Held for Sale or Trading | RCONFT05 | $27.3M |
| Noninterest income for the quarter from the sale, securitization, and servicing of 1-4 family residential mortgage loans | RIADHT85 | $1.4M |
Schedule RC-Q: Assets and Liabilities Measured at Fair Value on a Recurring Basis (8 items)
| Line item | Code | Q2 2026 |
|---|---|---|
| Trading Derivative Assets - Level 2 Fair Value Measurements | RCONG495 | $4.5M |
| Trading Derivative Liabilities - Level 2 Fair Value Measurements | RCONG514 | $4.5M |
| Total Assets Measured at Fair Value on a Recurring Basis - Level 2 Fair Value Measurements | RCONG505 | $186.3M |
| Total Assets Measured at Fair Value on a Recurring Basis - Total Fair Value Reported on Schedule Rc | RCONG502 | $186.3M |
| Available-for-sale Securities - Level 2 Fair Value Measurements | RCONG476 | $181.8M |
| Available-for-sale debt securities and equity securities with readily determinable fair values not held for trading purposes | RCONJA36 | $181.8M |
| Total Liabilities Measured at Fair Value on a Recurring Basis - Level 2 Fair Value Measurements | RCONG534 | $4.5M |
| Total Liabilities Measured at Fair Value on a Recurring Basis - Total Fair Value Reported on Schedule Rc | RCONG531 | $4.5M |
Schedule RC-R: Regulatory Capital (1 item)
About Schedule RC-R · Stifel Bank and Trust regulatory capital trends
| Line item | Code | Q2 2026 |
|---|---|---|
| Risk-weighted Assets Before Deductions for Excess Allowance for Loan and Lease Losses and Allocated Transfer Risk Reserve - 100% | RCONB704 | $12.18B |
Schedule RC-R, Part I: Regulatory Capital Components and Ratios (24 items)
About Schedule RC-R, Part I · Stifel Bank and Trust regulatory capital components and ratios trends
| Line item | Code | Q2 2026 |
|---|---|---|
| Average total consolidated assets | RCOAKW03 | $18.93B |
| Average Total Assets (Net of Deductions) | RCOAA224 | $18.92B |
| Risk-weighted Assets (Net of Allowances and Other Deductions) | RCOAA223 | $12.18B |
| Total Qualifying Capital Allowable Under the Risk-based Capital Guidelines | RCOA3792 | $1.43B |
| Common Equity Tier 1 Capital Before Adjustments and Deductions | RCOAP840 | $1.34B |
| Common Equity Tier 1 Capital | RCOAP859 | $1.34B |
| Subtotal of Common Equity Tier 1 Capital: Adjustments and Deductions | RCOAP852 | $1.34B |
| Tier 1 Capital Allowable Under the Risk-based Capital Guidelines | RCOA8274 | $1.34B |
| Common Equity Tier 1 Capital: Common Stock Plus Related Surplus, Net of Treasury Stock and Unearned Employee Stock Ownership Plan (ESOP) Shares | RCOAP742 | $998.2M |
| Retained Earnings | RCOAKW00 | $355.3M |
| General Loan and Lease Valuation Allowances | RCOA5310 | $96.7M |
| Tier 2 (Supplementary) Capital | RCOA5311 | $96.7M |
| Tier 2 Capital Before Deductions | RCOAP870 | $96.7M |
| Less: Deductions from Common Equity Tier 1 Capital and Additional Tier 1 Capital (Sum of Items 6, 7, 8, 10.B, 11, 13 Through 17 and Certain Elements of Item 24 - See Instructions) | RCOAP875 | $16.9M |
| Goodwill Net of Associated Deferred Tax Liabilities (Dtls) | RCOAP841 | $16.7M |
| Accumulated Other Comprehensive Income | RCOAB530 | -$12.1M |
| Less: Net Unrealized Gains (Losses) on Available-for-sale Debt Securities (If a Gain, Report as a Positive Value, If a Loss, Report as a Negative Value) | RCOAP844 | -$12.1M |
| Deferred Tax Assets (DTAS) That Arise from Net Operating Loss and Tax Credit Carryforwards, Net of Any Related Valuation Allowances and Net of Dtls | RCOAP843 | $178K |
| A. AOCI Opt-out Election (Enter '1' for Yes, Enter '0' for No.) | RCOAP838 | 1 |
| Total Risk-based Capital Ratio | RCOA7205 | 0.1177 |
| Common Equity Tier 1 Capital Ratio | RCOAP793 | 0.1097 |
| Tier 1 Risk-based Capital Ratio | RCOA7206 | 0.1097 |
| Tier 1 Leverage Capital Ratio | RCOA7204 | 0.0707 |
| Institution-specific Capital Buffer Necessary to Avoid Limitations on Distributions and Discretionary Bonus Payments: Capital Conservation Buffer | RCOAH311 | 0.0377 |
Schedule RC-R, Part II: Risk-Weighted Assets (90 items)
About Schedule RC-R, Part II · Stifel Bank and Trust risk-weighted assets trends
| Line item | Code | Q2 2026 |
|---|---|---|
| Risk-weighted Assets for Purposes of Calculating the Allowance for Loan and Lease Losses 1.25 Percent Threshold | RCONS580 | $12.18B |
| Total Risk-weighted Assets | RCONG641 | $12.18B |
| Total Assets, Derivatives, Off-balance Sheet Items and Other Items Subjet to Risk Weighting by Risk-weighted Category - 50 Pct Risk Weight Category | RCONG632 | $9.04B |
| Total Balance Sheet Assets - 50 Pct Risk Weight Category | RCOND989 | $8.74B |
| Total Loans and Leases, Net of Unearned Income, Residential Mortgage Exposures | RCONS439 | $8.69B |
| Loans and Leases, Net of Unearned Income, Residential Mortgage Exposures - 50 Pct Risk Weight Category | RCONS442 | $8.68B |
| Unconditionally Cancellable Commitments | RCONS540 | $8.41B |
| Risk-weighted Assets by Risk-weighted Category - 100 Pct Risk Weight Category | RCONG637 | $6.70B |
| Total Assets, Derivatives, Off-balance Sheet Items and Other Items Subjet to Risk Weighting by Risk-weighted Category - 100 Pct Risk Weight Category | RCONG633 | $6.70B |
| Total Loans and Leases, Net of Unearned Income, All Other Exposures | RCONS457 | $6.00B |
| Total Balance Sheet Assets - 100 Pct Risk Weight Category | RCOND990 | $5.50B |
| Loans and Leases, Net of Unearned Income, All Other Exposures - 100 Pct Risk Weight Category | RCONS462 | $5.18B |
| Risk-weighted Assets by Risk-weighted Category - 50 Pct Risk Weight Category | RCONG636 | $4.52B |
| Total Balance Sheet Assets - Adjustments to Total Reported in Column a | RCONS500 | $4.12B |
| On-balance Sheet Securitization Exposures, Held-to-maturity Securities - Adjustments to Total Reported in Column a | RCONS476 | $3.34B |
| Total On-balance Sheet Securitization Exposures, Held-to-maturity Securities | RCONS475 | $3.34B |
| Unused Commitments, Original Maturity Exceeding One Year - Face, Notional, or Other Amount | RCONG624 | $1.86B |
| Unused Commitments, Original Maturity of One Year or Less, Excludes Unused Commitments to Asset Backed Commercial Paper Conduits, Face, Notional or Other Amount | RCONS525 | $1.12B |
| Unused Commitments, Original Maturity Exceeding One Year - 100 Pct Risk Weight Category | RCONG629 | $929.4M |
| Unused Commitments, Original Maturity Exceeding One Year - Credit Equivalent Amount | RCONG625 | $929.4M |
| Total Assets, Derivatives, Off-balance Sheet Items and Other Items Subjet to Risk Weighting by Risk-weighted Category - 0 Pct Risk Weight Category | RCONG630 | $926.8M |
| Total Balance Sheet Assets - 0 Pct Risk Weight Category | RCOND987 | $926.8M |
| Loans and Leases, Net of Unearned Income, All Other Exposures - Adjustments to Totals Reported in Column a | RCONS458 | $814.7M |
| On-balance Sheet Securitization Exposures, Held-to-maturity Securities - Ssfa Risk Weight Exposure, by Calculation Methodology | RCONS478 | $668.5M |
| Total Cash and Balances Due from Depository Institutions | RCOND957 | $530.5M |
| Cash and Balances Due from Depository Institutions - 0 Pct Risk Weight Category | RCOND958 | $508.6M |
| Total All Other Assets | RCOND981 | $388.5M |
| Loans and Leases Held for Sale, All Other Exposures - 0 Pct Risk Weight Category | RCONS433 | $346.3M |
| Total Loans and Leases Held for Sale, All Other Exposures | RCONS431 | $346.3M |
| Notional Principal Amounts of Over-the-counter Derivate Contracts, Foreign Exchange Rate and Gold - One Year or Less | RCONS585 | $307.8M |
| All Other Off- Balance Sheet Liabilities - 50 Pct Risk Weight Category | RCONG622 | $298.6M |
| All Other Off- Balance Sheet Liabilities - Credit Equivalent Amount | RCONG619 | $298.6M |
| All Other Off- Balance Sheet Liabilities - Face, Notional or Other Amount | RCONG618 | $298.6M |
| All Other Assets - 100 Pct Risk Weight Category | RCOND985 | $273.5M |
| Risk-weighted Assets by Risk-weighted Category - 150 Pct Risk Weight Category | RCONS572 | $241.1M |
| Notional Principal Amounts of Over-the-counter Derivate Contracts, Interest Rate - Over One Year Through Five Years | RCONS583 | $224.8M |
| Unused Commitments, Original Maturity of One Year or Less, Excludes Unused Commitments to Asset Backed Commercial Paper Conduits, 100% | RCONS530 | $224.8M |
| Unused Commitments, Original Maturity of One Year or Less, Excludes Unused Commitments to Asset Backed Commercial Paper Conduits, Credit Equivalent Amount | RCONS526 | $224.8M |
| Available-for-sale debt securities and equity securities with readily determinable fair values not held for trading purposes, Total Fair Value | RCONJA21 | $174.7M |
| Total Assets, Derivatives, Off-balance Sheet Items and Other Items Subjet to Risk Weighting by Risk-weighted Category - 20 Pct Risk Weight Category | RCONG631 | $163.6M |
| Loans and Leases, Net of Unearned Income, Exposures Past Due 90 Days or More or on Nonaccrual - 150 Pct Risk Weight Category | RCONS455 | $160.7M |
| Total Assets, Derivatives, Off-balance Sheet Items and Other Items Subjet to Risk Weighting by Risk-weighted Category - 150 Pct Risk Weight Category | RCONS561 | $160.7M |
| Total Balance Sheet Assets - 150 Pct Risk Weight Category | RCONS503 | $160.7M |
| Total Loans and Leases, Net of Unearned Income, Exposures Past Due 90 Days or More or on Nonaccrual | RCONS449 | $160.7M |
| Total Balance Sheet Assets - 20 Pct Risk Weight Category | RCOND988 | $159.4M |
| Repo-style Transactions - Application of Other Risk Weighting Approaches Credit Equivalent Amount | RCONH301 | $144.9M |
| Repo-style Transactions - Credit Equivalent Amount | RCONS516 | $144.9M |
| Repo-style Transactions - Face, Notional, or Other Amount | RCONS515 | $144.9M |
| Available-for-sale Securities - 20 Pct Risk Weight Category | RCOND968 | $106.8M |
| Notional Principal Amounts of Over-the-counter Derivate Contracts, Interest Rate - Over Five Years | RCONS584 | $60.0M |
| Available-for-sale Securities - 100 Pct Risk Weight Category | RCOND970 | $45.3M |
| Available-for-sale Securities - 0 Pct Risk Weight Category | RCOND967 | $38.7M |
| All Other Assets - 0 Pct Risk Weight Category | RCOND982 | $33.3M |
| On-balance Sheet Securitization Exposures, All Other On-balance Sheet Securitization Exposures - Adjustments to Total Reported in Column a | RCONS491 | $33.2M |
| Total On-balance Sheet Securitization Exposures, All Other On-balance Sheet Securitization Exposures | RCONS490 | $33.2M |
| Risk-weighted Assets by Risk-weighted Category - 20 Pct Risk Weight Category | RCONG635 | $32.7M |
| All Other Assets - 50 Pct Risk Weight Category | RCOND984 | $30.8M |
| All Other Assets - 20 Pct Risk Weight Category | RCOND983 | $30.7M |
| Loans and Leases Held for Sale, Residential Mortgage Exposures - 50 Pct Risk Weight Category | RCONS416 | $27.3M |
| Total Loans and Leases Held for Sale, Residential Mortgage Exposures | RCONS413 | $27.3M |
| Financial Standby Letters of Credit - 100 Pct Risk Weight Category | RCOND996 | $24.1M |
| Financial Standby Letters of Credit - Credit Equivalent Amount | RCOND992 | $24.1M |
| Financial Standby Letters of Credit - Face, Notional, or Other Amount | RCOND991 | $24.1M |
| Performance Standby Letters of Credit and Transaction-related Contingent Items - Face, Notional, or Other Amount | RCOND997 | $23.0M |
| Cash and Balances Due from Depository Institutions - 20 Pct Risk Weight Category | RCOND959 | $21.9M |
| All Other Assets - Adjustments to Totals Reported in Column a | RCONS469 | $16.9M |
| Available-for-sale Securities - Adjustment to Totals Reported in Column a | RCONS402 | -$16.1M |
| Performance Standby Letters of Credit and Transaction-related Contingent Items - 100 Pct Risk Weight Category | RCONG605 | $11.5M |
| Performance Standby Letters of Credit and Transaction-related Contingent Items - Credit Equivalent Amount | RCOND998 | $11.5M |
| Risk-weighted Assets by Risk-weighted Category - 250 Pct Risk Weight Category | RCONS573 | $8.4M |
| On-balance Sheet Securitization Exposures, Available-for-sale Securities - Adjustments to Total Reported in Column a | RCONS481 | $7.1M |
| Total On-balance Sheet Securitization Exposures, Available-for-sale Securities | RCONS480 | $7.1M |
| On-balance Sheet Securitization Exposures, All Other On-balance Sheet Securitization Exposures -Ssfa Risk Weight Exposure, by Calculation Method | RCONS493 | $6.6M |
| Over-the-counter Derivatives - Credit Equivalent Amount | RCONS542 | $5.4M |
| Loans and Leases, Net of Unearned Income, Residential Mortgage Exposures - 100 Pct Risk Weight Category | RCONS443 | $4.7M |
| Loans and Leases, Net of Unearned Income, All Other Exposures - Application of Other Risk Weighting Approaches Exposure Amount | RCONH287 | $4.5M |
| Total Balance Sheet Assets - Other Risk Weighting Approaches Exposure Amount | RCONH300 | $4.5M |
| Total Trading Assets | RCOND976 | $4.5M |
| Trading Assets - Adjustments to Totals Reported in Column a | RCONS466 | $4.5M |
| Over-the-counter Derivatives - 20 Pct Risk Weight Category | RCONS545 | $4.2M |
| Repo-style Transactions - Application of Other Risk Weighting Approaches Risk-weighted Asset Amount | RCONH302 | $3.7M |
| All Other Assets - 250 Pct Risk Weight Category | RCONH293 | $3.4M |
| The total of all components in the 250% balance sheet asset category on Call Report Schedule RC-R is multiplied by 250% | RCONS504 | $3.4M |
| Total Assets, Derivatives, Off-balance Sheet Items and Other Items Subjet to Risk Weighting by Risk-weighted Category - 250 Pct Risk Weight Category | RCONS562 | $3.4M |
| Loans and Leases, Net of Unearned Income, All Other Exposures - Application of Other Risk Weighting Approaches Risk-weighted Asset Amount | RCONH288 | $2.5M |
| On-balance Sheet Securitization Exposures, Available-for-sale Securities - Ssfa Risk Weight Exposure, by Calculation Methodology | RCONS483 | $1.4M |
| Over-the-counter Derivatives - 100 Pct Risk Weight Category | RCONS547 | $1.1M |
| Current Credit Exposure Across All Derivative Contracts Covered by the Regulatory Capital Rules | RCONG642 | $254K |
| Federal Funds Sold in Domestic Offices | RCOND971 | $1K |
| Federal Funds Sold in Domestic Offices - 20 Pct Risk Weight Category | RCOND973 | $1K |
Schedule RC-S: Servicing, Securitization, and Asset Sale Activities (4 items)
| Line item | Code | Q2 2026 |
|---|---|---|
| Outstanding Principal Balance of Assets Serviced for Others (Memorandum Item 2.C Is to Be Completed If the Balance Is More Than $10 Million): 1-4 Family Residential Mortgages Serviced with Recourse or Oher Servicer-provided Credit Enhancements | RCONB804 | $700.3M |
| Assets Sold with Recourse or Other Seller-provided Credit Enhancements and Not Securitized - 1-4 Family Residential Loans | RCONB790 | $298.6M |
| Maximum Amount of Credit Exposure Arising from Recourse or Other Seller-provided Credit Enhancements Provided to Assets Reported in Item 11: 1-4 Family Residential Loans | RCONB797 | $298.6M |
| Outstanding Principal Balance of Assets Serviced for Others Including Participations Serviced for Others: 1-4 Family Residential Mortgage Serviced for Others That Are in the Process of Foreclosure at Quarter-end (Includes Closed-end and Open-end Loans) | RCONF699 | $2.3M |
Schedule RI-A: Changes in Bank Equity Capital (6 items)
| Line item | Code | Q2 2026 |
|---|---|---|
| Total Equity Capital | RIAD3210 | $1.34B |
| Balance End of Previous Calendar Year as Restated | RIADB508 | $1.33B |
| Equity Capital, Most Recently Reported for the End of Previous Calendar Year (I.e., After Adjustments from Amended Reports of Income) | RIAD3217 | $1.33B |
| Cash Dividends Declared on Common Stock | RIAD4460 | $180.0M |
| Other Transactions with Stockholders (Including Parent Holding Company) | RIAD4415 | $5.0M |
| Other Comprehensive Income | RIADB511 | -$1.7M |
Schedule RI-B, Part I: Charge-offs and Recoveries on Loans and Leases (2 items)
About Schedule RI-B, Part I · Stifel Bank and Trust charge-offs and recoveries on loans and leases trends
Schedule RI-B, Part II: Changes in Allowances for Credit Losses (4 items)
About Schedule RI-B, Part II · Stifel Bank and Trust changes in allowances for credit losses trends
| Line item | Code | Q2 2026 |
|---|---|---|
| Balance Most Recently Reported for the December 31, 2000, Reports of Condition and Income(i.e., After Adjustments from Amended Report of Income) | RIADB522 | $101.0M |
| Allowance for Loan and Lease Losses | RIAD3123 | $84.6M |
| Charge-offs on Allowance for Loan and Lease Losses | RIADC079 | $30.9M |
| Provisions for credit losses on off-balance-sheet exposures | RIADMG93 | $2.5M |
Schedule RI-C: Disaggregated Data on the Allowance for Credit Losses (12 items)
| Line item | Code | Q2 2026 |
|---|---|---|
| Loans and Leases, Held for Investment, Total, Amortized Cost | RCONJJ11 | $14.85B |
| Loans and Leases, Held for Investment, Real estate loans, Residential real estate loans, Amortized Cost | RCONJJ06 | $8.69B |
| Loans and Leases, Held for Investment, Commerical loans, Amortized Cost | RCONJJ07 | $3.92B |
| Loans and Leases, Held for Investment, Real estate loans, Construction loans, Amortized Cost | RCONJJ04 | $974.5M |
| Loans and Leases, Held for Investment, Other consumer loans, Amortized Cost | RCONJJ09 | $856.5M |
| Loans and Leases, Held for Investment, Real estate loans, Commercial real estate loans, Amortized Cost | RCONJJ05 | $408.9M |
| Loans and Leases, Held for Investment, Total, Allowance Balance | RCONJJ19 | $84.6M |
| Loans and Leases, Held for Investment, Commerical loans, Allowance Balance | RCONJJ15 | $55.2M |
| Loans and Leases, Held for Investment, Real estate loans, Residential real estate loans, Allowance Balance | RCONJJ14 | $12.7M |
| Loans and Leases, Held for Investment, Real estate loans, Construction loans, Allowance Balance | RCONJJ12 | $10.7M |
| Loans and Leases, Held for Investment, Real estate loans, Commercial real estate loans, Allowance Balance | RCONJJ13 | $4.8M |
| Loans and Leases, Held for Investment, Other consumer loans, Allowance Balance | RCONJJ17 | $1.1M |
Schedule RI-E: Explanations (3 items)
| Line item | Code | Q2 2026 |
|---|---|---|
| First Itemized Amount That Exceeds 10% of Other Noninterest Expense (4092) | RIAD4464 | $43.9M |
| First Itemized Transaction of Other Transactions with Stockholders (Including Parent Holding Company) (4415) | RIAD4498 | $5.0M |
| First Itemized Amount That Exceeds 10% of All Other Noninterest Income (5408) | RIAD4461 | -$722K |
Stifel Bank and Trust call reports on file
Each link opens the bank's filed report on the FFIEC Central Data Repository.
- Q2 2026 call report (quarter ended June 30, 2026)
- Q1 2026 call report (quarter ended March 31, 2026)
- Q4 2025 call report (quarter ended December 31, 2025)
- Q3 2025 call report (quarter ended September 30, 2025)
- Q2 2025 call report (quarter ended June 30, 2025)
- Q1 2025 call report (quarter ended March 31, 2025)
Where can I find the Stifel Bank and Trust call report?
The Stifel Bank and Trust call report for the quarter ended June 30, 2026 is on this page, schedule by schedule. The official PDF is on the FFIEC Central Data Repository, linked here for every quarter on file. Call reports are public: anyone can read or download them without an account.
Which call report form does Stifel Bank and Trust file?
Stifel Bank and Trust files the FFIEC 041. The FFIEC 031 is for banks with foreign offices, the FFIEC 041 for banks with domestic offices only, and the FFIEC 051 is the streamlined form most domestic banks under $5 billion in total assets may file.
What is the Stifel Bank and Trust call report number?
A call report has no number of its own. It is filed and looked up by the bank's identifiers: Stifel Bank and Trust has Federal Reserve RSSD ID 3076248 and FDIC certificate number 57311. Either one finds its filings on the FFIEC Central Data Repository.
How often does Stifel Bank and Trust file a call report?
Every quarter, as of March 31, June 30, September 30 and December 31. The report is due 30 calendar days after the quarter ends, or 35 days for a bank with more than one foreign office.
Stifel Bank and Trust financial reports and ratios →
New to call reports? What a call report is, every call report code explained, and how the UBPR turns it into ratios.
Regulator records: FDIC BankFind (cert 57311) · FFIEC NIC profile (RSSD 3076248)