Stifel Financial SF Basis differences on investments
Basis differences on investments at other companies
Other financials
Where this comes from
Reported directly by Stifel Financial in its filing.
Tagged under the XBRL concept us-gaap:DeferredTaxAssetsUnrealizedLossesOnTradingSecurities.
The official record: Stifel Financial’s 10-K, filed February 24, 2026, on SEC EDGAR. View the filing →
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Questions, answered.
- What is Stifel Financial's basis differences on investments?
- Stifel Financial (SF) reported basis differences on investments of $28.65M in Q4 2025.
- How has Stifel Financial's basis differences on investments changed year-over-year?
- Stifel Financial's basis differences on investments decreased by 47.6% year-over-year, from $54.71M to $28.65M.
- What does basis differences on investments mean?
- Tax benefits derived from the difference in how market losses on investments are treated for tax versus accounting purposes.
- How do you interpret basis differences on investments?
- An increase suggests higher unrealized losses in the trading portfolio, which may provide future tax shields.
- How does basis differences on investments compare across companies?
- Common for investment banks and firms with large proprietary trading or investment portfolios.