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In a hurry? Financial Stocks Lists: Performance Trends Table, Stock Charts
Sort Financial stocks: Daily, Weekly, Year-to-Date, Market Cap & Trends.
Filter Financial stocks list by size:All Financial Large Mid-Range Small & MicroCap

On this page, you will find the most comprehensive analysis of financial stocks and ETFs - from latest trends to performances to charts - for investing & trading. Explore!
12Stocks.com Financial Stocks Performances & Trends Daily
June 2, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 78 (0-bearish to 100-bullish) which puts Financial sector in short term neutral to bullish trend.

The Smart Investing & Trading Score from previous trading session is 46 and hence an improvement of trend.

 Year To Date Performance: 10.74 %
 Weekly Performance: 0.07 %
 Daily Performance: 1.46 %
12Stocks.com
Financial Sector Trend
78 / 100
Here are the Smart Investing & Trading Scores of the most requested Financial stocks at 12Stocks.com (click stock name for detailed review):

12Stocks.com: Investing in Financial sector with Stocks
The following table helps investors and traders sort through current performance and trends (as measured by Smart Investing & Trading Score) of various stocks in the Financial sector.

Quick View: Move mouse or cursor over stock symbol (ticker) to view short-term Technical chart and over stock name to view long term chart. Click on to add stock symbol to your watchlist and to view watchlist. Click on any ticker or stock name for detailed market intelligence report for that stock.

12Stocks.com Performance of Stocks in Financial Sector

TickerStock NameWatchlistCategoryRecent PriceSmart Investing & Trading ScoreChange %Weekly Change%
EQBKEquity Bancshares Regional Banks33.70560.99%-0.44%
CHWCalamos Global Closed-End Fund - Equity6.66440.00%-0.45%
DFSDiscover  Credit Services122.66561.28%-0.45%
CBLSChangebridge Capital Exchange Traded Fund25.3156-0.90%-0.45%
STLGiShares Factors Exchange Traded Fund48.84610.14%-0.45%
BWBBPBridgewater Bancshares Banks - Regional17.75100.28%-0.45%
BGTBlackRock Floating Closed-End Fund - Debt13.00510.62%-0.46%
BKLCBNY  Exchange Traded Fund100.06710.66%-0.46%
BFZBlackRock California Closed-End Fund - Debt11.55180.35%-0.47%
NCANuveen California Closed-End Fund - Debt8.48170.71%-0.47%
FMBHFirst Mid Regional Banks31.74630.44%-0.47%
WFCWells Fargo Banks59.92561.20%-0.48%
CETCentral Securities Asset Mgmt42.95830.37%-0.48%
IBTXIndependent Bank Regional Banks46.04680.13%-0.48%
ETWEaton Vance Closed-End Fund - Foreign8.10580.75%-0.49%
LEOBNY  Closed-End Fund - Debt5.93350.34%-0.50%
PMOPutnam Municipal Closed-End Fund - Debt9.96520.61%-0.50%
ECFEllsworth Growth Asset Mgmt8.09650.75%-0.50%
LANDOGladstone Land REIT Industrial19.7542-1.79%-0.50%
GHYPGIM Global Closed-End Fund - Debt11.81880.94%-0.51%
ACGLNArch Capital Insurance - 19.54400.21%-0.51%
KSMDWS Strategic Closed-End Fund - Debt9.49610.00%-0.52%
AGNCAGNC  Mortgage9.59480.00%-0.52%
FRABlackRock Floating Closed-End Fund - Debt13.06510.62%-0.53%
FAMFirst Trust/Aberdeen Closed-End Fund - Debt6.49761.72%-0.54%
For chart view version of above stock list: Chart View ➞
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Detailed Overview of Financial Stocks
Financial Technical Overview, Leaders & Laggards, Top Financial ETF Funds & Detailed Financial Stocks List, Charts, Trends & More

Financial Sector: Technical Analysis, Trends & YTD Performance
Financial sector is composed of stocks from banks, brokers, insurance, REITs and services subsectors.

Financial sector, as represented by XLF, an exchange-traded fund [ETF] that holds basket of Financial stocks (e.g, Bank of America, Goldman Sachs) is up by 10.74% and is currently outperforming the overall market by 0.95% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 78
YTD Performance: 10.74%
**Trend Scores & Views Are Only For Educational Purposes And Not For Investing


12Stocks.com: Top Performing Financial Sector Stocks
Hot Financial Stocks of 2024 We try to spot trends by analyzing the performances of various stocks or components within Financial sector and try to find best performing stocks. The movers and shakers. The winners and losers.

The top performing Financial sector stocks year to date are
Root [386%] Chimera [138%] Banco Macro[131%]
SelectQuote [128%] Gladstone Capital[109%] Grupo Financiero[108%]
Banco BBVA[108%] EverQuote [95%] Hippo [94%]
Grupo Supervielle[78%] Vista Oil[64%] First [58%]
View complete list of Financial stocks by year-to-date performance

Now, more recently, over last week, the top performing Financial sector stocks on the move are
C3.ai [23%] Investors Title[19.4%] Banco BBVA[14.7%]
Riverview Bancorp[14.3%] Banco Macro[13.7%] IRSA Inversiones[12.2%]
Grupo Supervielle[11.7%] Metals Acquisition[10.7%] Grupo Financiero[10.4%]
Fathom [10.2%] Vista Oil[9.3%] Northrim BanCorp[8.5%]
View complete list of Financial stocks by weekly performance

Unfortunately not all Financial stocks have done well this year. Investors of these stocks hope they have seen the worst and hope that these stocks are set to bounce back. The bearish stocks in this index year to date (YTD) are
Hywin [-81%] Office Properties[-69%] New York[-68%]
Douglas Elliman[-61%] Texas Pacific[-61%] Offerpad [-53%]
Fanhua [-52%] FRP [-51%] loanDepot [-50%]
Fathom [-48%] AlTi Global[-47%] Hudson Pacific[-47%]
.
Investors can get enhanced performance by riding the current stock trends. Using complex algorithms, 12Stocks.com has come up with Smart Investing & Trading Scores (on 0-bearish to 100-bullish scale) to identify best trending stocks. Top trending Financial stocks are
X [100] Brighthouse [100] Central and[100]
Northrim BanCorp[100] Bank of America[100] Hagerty [100]
Urban Edge[100] Global Blockchain[100] Ventas [100]
Omega Healthcare[100] LPL [100] Dorchester Minerals[100]
View complete list of Financial stocks by 12Stocks.com trends

12Stocks.com: Investing in Financial Sector using Exchange Traded Funds
The following table shows list of key exchange traded funds (ETF) that help investors track Financial Index. For detailed view, check out our ETF Funds section of our website.

Quick View: Move mouse or cursor over ETF symbol (ticker) to view short-term Technical chart and over ETF name to view long term chart. Click on ticker or stock name for detailed view. Click on to add stock symbol to your watchlist and to view watchlist.

12Stocks.com List of ETFs that track Financial Index

TickerETF NameWatchlistRecent PriceSmart Investing & Trading ScoreChange %Week %Year-to-date %
XLFFinancial  41.64781.460.0710.74%
IAIBroker-Dealers & Secs 116.64580.53-1.917.47%
IYFFinancials  95.25781.320.0311.52%
IYGFinancial Services  65.74711.14-0.3310.05%
KRERegional Banking  48.85611.41-0.14-6.83%
IXGGlobal Financials  87.05760.80-0.5410.77%
VFHFinancials  101.01781.28-0.129.48%
KBEBank  46.23681.3400.46%
FASFinancial Bull 3X 105.34784.16-0.0227.45%
FAZFinancial Bear 3X 10.3517-4.08-0.1-24.29%
UYGFinancials  65.65783.19-0.0318.93%
IATRegional Banks  41.90681.8700.14%
KIEInsurance  51.16781.110.6913.14%
PSCFSmallCap Financials  47.14531.59-0.79-4.14%
EUFNEurope Financials  24.181001.020.7115.36%
PGFFinancial Preferred  14.79551.090.681.44%
 Smart Investing & Trading Score (0-Bearish to 100-Bullish)
12Stocks.com: Charts, Trends, Fundamental Data and Performances of Financial Stocks
We now take in-depth look at all Financial stocks including charts, multi-period performances and overall trends (as measured by Smart Investing & Trading Score).

One can sort Financial stocks (click link to choose) by Daily, Weekly and by Year-to-Date performances. Also, one can sort by size of the company or by market capitalization.
Select Your Default Chart Type:
Long Term Chart Daily Chart Weekly Chart 
Long Term Chart (Default)
Weekly Chart Example
Daily Chart Example
Click on stock symbol or name for detailed view. Click on to add stock symbol to your watchlist and to view watchlist. Quick View: Move mouse or cursor over "Daily" to quickly view daily Technical stock chart and over "Weekly" to view weekly Technical stock chart.

Stock Chart of Equity Bancshares, Inc.EQBK Equity Bancshares, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 272.87 Millions
Recent Price: 33.70    
Smart Investing & Trading Score: 56
Day Percent Change: 0.99%    
Day Change: 0.33
Week Change: -0.44%    
Year-to-date Change: -0.6%
EQBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQBK to Watchlist:       View:      Get Complete EQBK Trend Analysis ➞

Stock Chart of Calamos Global Dynamic Income FundCHW Calamos Global Dynamic Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 272.047 Millions
Recent Price: 6.66    
Smart Investing & Trading Score: 44
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.45%    
Year-to-date Change: 15.4%
CHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHW to Watchlist:       View:      Get Complete CHW Trend Analysis ➞

Stock Chart of Discover Financial ServicesDFS Discover Financial Services
Sector: Financials
SubSector: Credit Services
MarketCap: 9228.88 Millions
Recent Price: 122.66    
Smart Investing & Trading Score: 56
Day Percent Change: 1.28%    
Day Change: 1.55
Week Change: -0.45%    
Year-to-date Change: 9.1%
DFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFS to Watchlist:       View:      Get Complete DFS Trend Analysis ➞

Stock Chart of Changebridge Capital Long/Short Equity ETFCBLS Changebridge Capital Long/Short Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 25.31    
Smart Investing & Trading Score: 56
Day Percent Change: -0.90%    
Day Change: -0.23
Week Change: -0.45%    
Year-to-date Change: 22.9%
CBLS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBLS to Watchlist:       View:      Get Complete CBLS Trend Analysis ➞

Stock Chart of iShares Factors US Growth Style ETFSTLG iShares Factors US Growth Style ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 48.84    
Smart Investing & Trading Score: 61
Day Percent Change: 0.14%    
Day Change: 0.07
Week Change: -0.45%    
Year-to-date Change: 18.9%
STLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STLG to Watchlist:       View:      Get Complete STLG Trend Analysis ➞

Stock Chart of Bridgewater Bancshares, Inc.BWBBP Bridgewater Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 285 Millions
Recent Price: 17.75    
Smart Investing & Trading Score: 10
Day Percent Change: 0.28%    
Day Change: 0.05
Week Change: -0.45%    
Year-to-date Change: -6.6%
BWBBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWBBP to Watchlist:       View:      Get Complete BWBBP Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income TrustBGT BlackRock Floating Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 192.607 Millions
Recent Price: 13.00    
Smart Investing & Trading Score: 51
Day Percent Change: 0.62%    
Day Change: 0.08
Week Change: -0.46%    
Year-to-date Change: 5.0%
BGT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGT to Watchlist:       View:      Get Complete BGT Trend Analysis ➞

Stock Chart of BNY Mellon US Large Cap Core Equity ETFBKLC BNY Mellon US Large Cap Core Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 100.06    
Smart Investing & Trading Score: 71
Day Percent Change: 0.66%    
Day Change: 0.66
Week Change: -0.46%    
Year-to-date Change: 10.7%
BKLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKLC to Watchlist:       View:      Get Complete BKLC Trend Analysis ➞

Stock Chart of BlackRock California Municipal Income TrustBFZ BlackRock California Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.207 Millions
Recent Price: 11.55    
Smart Investing & Trading Score: 18
Day Percent Change: 0.35%    
Day Change: 0.04
Week Change: -0.47%    
Year-to-date Change: -4.0%
BFZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFZ to Watchlist:       View:      Get Complete BFZ Trend Analysis ➞

Stock Chart of Nuveen California Municipal Value Fund, Inc.NCA Nuveen California Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 256.107 Millions
Recent Price: 8.48    
Smart Investing & Trading Score: 17
Day Percent Change: 0.71%    
Day Change: 0.06
Week Change: -0.47%    
Year-to-date Change: -5.4%
NCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCA to Watchlist:       View:      Get Complete NCA Trend Analysis ➞

Stock Chart of First Mid Bancshares, Inc.FMBH First Mid Bancshares, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 373.27 Millions
Recent Price: 31.74    
Smart Investing & Trading Score: 63
Day Percent Change: 0.44%    
Day Change: 0.14
Week Change: -0.47%    
Year-to-date Change: -8.4%
FMBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMBH to Watchlist:       View:      Get Complete FMBH Trend Analysis ➞

Stock Chart of Wells Fargo & CompanyWFC Wells Fargo & Company
Sector: Financials
SubSector: Money Center Banks
MarketCap: 129138 Millions
Recent Price: 59.92    
Smart Investing & Trading Score: 56
Day Percent Change: 1.20%    
Day Change: 0.71
Week Change: -0.48%    
Year-to-date Change: 21.7%
WFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WFC to Watchlist:       View:      Get Complete WFC Trend Analysis ➞

Stock Chart of Central Securities Corp.CET Central Securities Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 574.703 Millions
Recent Price: 42.95    
Smart Investing & Trading Score: 83
Day Percent Change: 0.37%    
Day Change: 0.16
Week Change: -0.48%    
Year-to-date Change: 13.7%
CET Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CET to Watchlist:       View:      Get Complete CET Trend Analysis ➞

Stock Chart of Independent Bank Group, Inc.IBTX Independent Bank Group, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1133.35 Millions
Recent Price: 46.04    
Smart Investing & Trading Score: 68
Day Percent Change: 0.13%    
Day Change: 0.06
Week Change: -0.48%    
Year-to-date Change: -9.5%
IBTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTX to Watchlist:       View:      Get Complete IBTX Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Global Buy-Write Opportunities FundETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 666.447 Millions
Recent Price: 8.10    
Smart Investing & Trading Score: 58
Day Percent Change: 0.75%    
Day Change: 0.06
Week Change: -0.49%    
Year-to-date Change: 4.3%
ETW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETW to Watchlist:       View:      Get Complete ETW Trend Analysis ➞

Stock Chart of BNY Mellon Strategic Municipals, Inc.LEO BNY Mellon Strategic Municipals, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 429.107 Millions
Recent Price: 5.93    
Smart Investing & Trading Score: 35
Day Percent Change: 0.34%    
Day Change: 0.02
Week Change: -0.5%    
Year-to-date Change: 1.2%
LEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LEO to Watchlist:       View:      Get Complete LEO Trend Analysis ➞

Stock Chart of Putnam Municipal Opportunities TrustPMO Putnam Municipal Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 377.507 Millions
Recent Price: 9.96    
Smart Investing & Trading Score: 52
Day Percent Change: 0.61%    
Day Change: 0.06
Week Change: -0.5%    
Year-to-date Change: -2.6%
PMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMO to Watchlist:       View:      Get Complete PMO Trend Analysis ➞

Stock Chart of Ellsworth Growth and Income Fund Ltd.ECF Ellsworth Growth and Income Fund Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 102.203 Millions
Recent Price: 8.09    
Smart Investing & Trading Score: 65
Day Percent Change: 0.75%    
Day Change: 0.06
Week Change: -0.5%    
Year-to-date Change: 0.1%
ECF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECF to Watchlist:       View:      Get Complete ECF Trend Analysis ➞

Stock Chart of Gladstone Land CorporationLANDO Gladstone Land Corporation
Sector: Financials
SubSector: REIT Industrial
MarketCap: 37267 Millions
Recent Price: 19.75    
Smart Investing & Trading Score: 42
Day Percent Change: -1.79%    
Day Change: -0.36
Week Change: -0.5%    
Year-to-date Change: 2.3%
LANDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LANDO to Watchlist:       View:      Get Complete LANDO Trend Analysis ➞

Stock Chart of PGIM Global High Yield Fund, IncGHY PGIM Global High Yield Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 397.307 Millions
Recent Price: 11.81    
Smart Investing & Trading Score: 88
Day Percent Change: 0.94%    
Day Change: 0.11
Week Change: -0.51%    
Year-to-date Change: 4.0%
GHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHY to Watchlist:       View:      Get Complete GHY Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGLN Arch Capital Group Ltd.
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 27880 Millions
Recent Price: 19.54    
Smart Investing & Trading Score: 40
Day Percent Change: 0.21%    
Day Change: 0.04
Week Change: -0.51%    
Year-to-date Change: -3.4%
ACGLN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGLN to Watchlist:       View:      Get Complete ACGLN Trend Analysis ➞

Stock Chart of DWS Strategic Municipal Income TrustKSM DWS Strategic Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.607 Millions
Recent Price: 9.49    
Smart Investing & Trading Score: 61
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.52%    
Year-to-date Change: 9.7%
KSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KSM to Watchlist:       View:      Get Complete KSM Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNC AGNC Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 6622.19 Millions
Recent Price: 9.59    
Smart Investing & Trading Score: 48
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.52%    
Year-to-date Change: -2.2%
AGNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNC to Watchlist:       View:      Get Complete AGNC Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income Strategies Fund, Inc.FRA BlackRock Floating Rate Income Strategies Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 312.007 Millions
Recent Price: 13.06    
Smart Investing & Trading Score: 51
Day Percent Change: 0.62%    
Day Change: 0.08
Week Change: -0.53%    
Year-to-date Change: 3.2%
FRA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRA to Watchlist:       View:      Get Complete FRA Trend Analysis ➞

Stock Chart of First Trust/Aberdeen Global Opportunity Income FundFAM First Trust/Aberdeen Global Opportunity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.307 Millions
Recent Price: 6.49    
Smart Investing & Trading Score: 76
Day Percent Change: 1.72%    
Day Change: 0.11
Week Change: -0.54%    
Year-to-date Change: 3.2%
FAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FAM to Watchlist:       View:      Get Complete FAM Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
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