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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%
MMDMainStay MacKay Closed-End Fund - Debt16.20250.25%-0.80%
BIGZBlackRock Innovation Closed-End Fund - Equity7.46451.22%-0.80%
AFTApollo Senior Asset Mgmt14.70760.89%-0.81%
ATLCPAtlanticus  Credit Services22.010-1.65%-0.81%
ORCOrchid Island Mortgage8.5018-0.23%-0.82%
RMIRiverNorth Opportunistic Closed-End Fund - Debt15.69350.32%-0.82%
UBSIUnited Bankshares Regional Banks32.44321.85%-0.83%
MPABlackRock MuniYield Closed-End Fund - Debt11.88380.25%-0.83%
ENXEaton Vance Asset Mgmt9.56250.53%-0.83%
NODKNI  Insurance15.4683-0.32%-0.83%
FRMEFirst Merchants Regional Banks33.05361.66%-0.84%
CBFVCB  Regional Banks22.3736-2.27%-0.84%
FDGAmerican Century Exchange Traded Fund82.87560.32%-0.85%
CCDCalamos Dynamic Closed-End Fund - Equity22.25460.41%-0.85%
GHIXGores  SPAC10.5528-0.75%-0.85%
MVFBlackRock MuniVest Asset Mgmt6.95580.72%-0.86%
TBNKTerritorial Bancorp Regional Banks8.03451.52%-0.86%
UDRUDR  REIT38.62831.98%-0.87%
MYNBlackRock MuniYield Closed-End Fund - Debt10.2925-0.19%-0.87%
HFWAHeritage  Regional Banks18.13421.40%-0.87%
EIMEaton Vance Asset Mgmt10.30630.49%-0.87%
USALiberty All-Star Closed-End Fund - Equity6.72431.36%-0.88%
CSWCCapital Southwest Asset Mgmt25.58580.95%-0.89%
HQLTekla Life Closed-End Fund - Equity13.32301.29%-0.89%
RLJRLJ Lodging REIT9.98251.42%-0.89%
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 MainStay MacKay DefinedTerm Municipal Opportunities FundMMD MainStay MacKay DefinedTerm Municipal Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 527.107 Millions
Recent Price: 16.20    
Smart Investing & Trading Score: 25
Day Percent Change: 0.25%    
Day Change: 0.04
Week Change: -0.8%    
Year-to-date Change: -0.3%
MMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMD to Watchlist:       View:      Get Complete MMD Trend Analysis ➞

Stock Chart of BlackRock Innovation and Growth Term TrustBIGZ BlackRock Innovation and Growth Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1780 Millions
Recent Price: 7.46    
Smart Investing & Trading Score: 45
Day Percent Change: 1.22%    
Day Change: 0.09
Week Change: -0.8%    
Year-to-date Change: 1.1%
BIGZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BIGZ to Watchlist:       View:      Get Complete BIGZ Trend Analysis ➞

Stock Chart of Apollo Senior Floating Rate Fund Inc.AFT Apollo Senior Floating Rate Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 162.403 Millions
Recent Price: 14.70    
Smart Investing & Trading Score: 76
Day Percent Change: 0.89%    
Day Change: 0.13
Week Change: -0.81%    
Year-to-date Change: 10.9%
AFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFT to Watchlist:       View:      Get Complete AFT Trend Analysis ➞

Stock Chart of Atlanticus Holdings CorporationATLCP Atlanticus Holdings Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 608 Millions
Recent Price: 22.01    
Smart Investing & Trading Score: 0
Day Percent Change: -1.65%    
Day Change: -0.37
Week Change: -0.81%    
Year-to-date Change: -3.1%
ATLCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ATLCP to Watchlist:       View:      Get Complete ATLCP Trend Analysis ➞

Stock Chart of Orchid Island Capital, Inc.ORC Orchid Island Capital, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 212.339 Millions
Recent Price: 8.50    
Smart Investing & Trading Score: 18
Day Percent Change: -0.23%    
Day Change: -0.02
Week Change: -0.82%    
Year-to-date Change: 0.8%
ORC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORC to Watchlist:       View:      Get Complete ORC Trend Analysis ➞

Stock Chart of RiverNorth Opportunistic Municipal Income Fund, Inc.RMI RiverNorth Opportunistic Municipal Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 108.907 Millions
Recent Price: 15.69    
Smart Investing & Trading Score: 35
Day Percent Change: 0.32%    
Day Change: 0.05
Week Change: -0.82%    
Year-to-date Change: 3.0%
RMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMI to Watchlist:       View:      Get Complete RMI Trend Analysis ➞

Stock Chart of United Bankshares, Inc.UBSI United Bankshares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 2286.79 Millions
Recent Price: 32.44    
Smart Investing & Trading Score: 32
Day Percent Change: 1.85%    
Day Change: 0.59
Week Change: -0.83%    
Year-to-date Change: -13.6%
UBSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBSI to Watchlist:       View:      Get Complete UBSI Trend Analysis ➞

Stock Chart of BlackRock MuniYield Pennsylvania Quality FundMPA BlackRock MuniYield Pennsylvania Quality Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 155.107 Millions
Recent Price: 11.88    
Smart Investing & Trading Score: 38
Day Percent Change: 0.25%    
Day Change: 0.03
Week Change: -0.83%    
Year-to-date Change: 2.2%
MPA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPA to Watchlist:       View:      Get Complete MPA Trend Analysis ➞

Stock Chart of Eaton Vance New York Municipal Bond FundENX Eaton Vance New York Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 187.303 Millions
Recent Price: 9.56    
Smart Investing & Trading Score: 25
Day Percent Change: 0.53%    
Day Change: 0.05
Week Change: -0.83%    
Year-to-date Change: -0.9%
ENX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ENX to Watchlist:       View:      Get Complete ENX Trend Analysis ➞

Stock Chart of NI Holdings, Inc.NODK NI Holdings, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 238.112 Millions
Recent Price: 15.46    
Smart Investing & Trading Score: 83
Day Percent Change: -0.32%    
Day Change: -0.05
Week Change: -0.83%    
Year-to-date Change: 19.0%
NODK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NODK to Watchlist:       View:      Get Complete NODK Trend Analysis ➞

Stock Chart of First Merchants CorporationFRME First Merchants Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 1490.4 Millions
Recent Price: 33.05    
Smart Investing & Trading Score: 36
Day Percent Change: 1.66%    
Day Change: 0.54
Week Change: -0.84%    
Year-to-date Change: -10.9%
FRME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRME to Watchlist:       View:      Get Complete FRME Trend Analysis ➞

Stock Chart of CB Financial Services, Inc.CBFV CB Financial Services, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 108.199 Millions
Recent Price: 22.37    
Smart Investing & Trading Score: 36
Day Percent Change: -2.27%    
Day Change: -0.52
Week Change: -0.84%    
Year-to-date Change: -6.1%
CBFV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBFV to Watchlist:       View:      Get Complete CBFV Trend Analysis ➞

Stock Chart of American Century Focused Dynamic Growth ETFFDG American Century Focused Dynamic Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 82.87    
Smart Investing & Trading Score: 56
Day Percent Change: 0.32%    
Day Change: 0.27
Week Change: -0.85%    
Year-to-date Change: 16.5%
FDG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FDG to Watchlist:       View:      Get Complete FDG Trend Analysis ➞

Stock Chart of Calamos Dynamic Convertible and Income FundCCD Calamos Dynamic Convertible and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 329.047 Millions
Recent Price: 22.25    
Smart Investing & Trading Score: 46
Day Percent Change: 0.41%    
Day Change: 0.09
Week Change: -0.85%    
Year-to-date Change: 12.5%
CCD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCD to Watchlist:       View:      Get Complete CCD Trend Analysis ➞

Stock Chart of Gores Holdings IX, Inc.GHIX Gores Holdings IX, Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 664 Millions
Recent Price: 10.55    
Smart Investing & Trading Score: 28
Day Percent Change: -0.75%    
Day Change: -0.08
Week Change: -0.85%    
Year-to-date Change: 0.5%
GHIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHIX to Watchlist:       View:      Get Complete GHIX Trend Analysis ➞

Stock Chart of BlackRock MuniVest Fund, Inc.MVF BlackRock MuniVest Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 486.203 Millions
Recent Price: 6.95    
Smart Investing & Trading Score: 58
Day Percent Change: 0.72%    
Day Change: 0.05
Week Change: -0.86%    
Year-to-date Change: -2.4%
MVF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MVF to Watchlist:       View:      Get Complete MVF Trend Analysis ➞

Stock Chart of Territorial Bancorp Inc.TBNK Territorial Bancorp Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 220.029 Millions
Recent Price: 8.03    
Smart Investing & Trading Score: 45
Day Percent Change: 1.52%    
Day Change: 0.12
Week Change: -0.86%    
Year-to-date Change: -28.0%
TBNK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TBNK to Watchlist:       View:      Get Complete TBNK Trend Analysis ➞

Stock Chart of UDR, Inc.UDR UDR, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 10180.1 Millions
Recent Price: 38.62    
Smart Investing & Trading Score: 83
Day Percent Change: 1.98%    
Day Change: 0.75
Week Change: -0.87%    
Year-to-date Change: 0.9%
UDR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UDR to Watchlist:       View:      Get Complete UDR Trend Analysis ➞

Stock Chart of BlackRock MuniYield New York Quality Fund, Inc.MYN BlackRock MuniYield New York Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 432.607 Millions
Recent Price: 10.29    
Smart Investing & Trading Score: 25
Day Percent Change: -0.19%    
Day Change: -0.02
Week Change: -0.87%    
Year-to-date Change: -0.4%
MYN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYN to Watchlist:       View:      Get Complete MYN Trend Analysis ➞

Stock Chart of Heritage Financial CorporationHFWA Heritage Financial Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 752.829 Millions
Recent Price: 18.13    
Smart Investing & Trading Score: 42
Day Percent Change: 1.40%    
Day Change: 0.25
Week Change: -0.87%    
Year-to-date Change: -15.2%
HFWA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HFWA to Watchlist:       View:      Get Complete HFWA Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Bond FundEIM Eaton Vance Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 817.203 Millions
Recent Price: 10.30    
Smart Investing & Trading Score: 63
Day Percent Change: 0.49%    
Day Change: 0.05
Week Change: -0.87%    
Year-to-date Change: 1.7%
EIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EIM to Watchlist:       View:      Get Complete EIM Trend Analysis ➞

Stock Chart of Liberty All-Star Equity FundUSA Liberty All-Star Equity Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 839.547 Millions
Recent Price: 6.72    
Smart Investing & Trading Score: 43
Day Percent Change: 1.36%    
Day Change: 0.09
Week Change: -0.88%    
Year-to-date Change: 5.3%
USA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USA to Watchlist:       View:      Get Complete USA Trend Analysis ➞

Stock Chart of Capital Southwest CorporationCSWC Capital Southwest Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 213.703 Millions
Recent Price: 25.58    
Smart Investing & Trading Score: 58
Day Percent Change: 0.95%    
Day Change: 0.24
Week Change: -0.89%    
Year-to-date Change: 7.9%
CSWC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSWC to Watchlist:       View:      Get Complete CSWC Trend Analysis ➞

Stock Chart of Tekla Life Sciences InvestorsHQL Tekla Life Sciences Investors
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 289.947 Millions
Recent Price: 13.32    
Smart Investing & Trading Score: 30
Day Percent Change: 1.29%    
Day Change: 0.17
Week Change: -0.89%    
Year-to-date Change: -1.0%
HQL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HQL to Watchlist:       View:      Get Complete HQL Trend Analysis ➞

Stock Chart of RLJ Lodging TrustRLJ RLJ Lodging Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1019.34 Millions
Recent Price: 9.98    
Smart Investing & Trading Score: 25
Day Percent Change: 1.42%    
Day Change: 0.14
Week Change: -0.89%    
Year-to-date Change: -14.9%
RLJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RLJ to Watchlist:       View:      Get Complete RLJ Trend Analysis ➞

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