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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
April 19, 2024 - Although long term trend for Financial sector looks good, the mid term and short term trends are faltering.

The overall Smart Investing & Trading Score is 56 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 36 and hence an improvement of trend.

 Year To Date Performance: 5.93 %
 Weekly Performance: -0.57 %
 Daily Performance: 0.35 %
12Stocks.com
Financial Sector Trend
56 / 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 PriceTrend ScoreChange %YTD Change%
WEAWestern Asset Closed-End Fund - Debt10.59500.57%-1.94%
OCSLOaktree Specialty Credit Services19.48500.26%-4.60%
OPRTOportun  Credit Services2.34499.86%-40.15%
HRZNHorizon Technology Asset Mgmt11.37491.52%-13.67%
TBBKBancorp  Regional Banks33.19491.07%-13.93%
CBFVCB  Regional Banks21.50490.70%-9.74%
PCKPIMCO California Closed-End Fund - Debt5.67490.25%-2.24%
NXRTNexPoint Residential REIT31.33491.79%-9.00%
NUNu  Banks - 10.91491.11%30.82%
GLREGreenlight Capital Insurance12.25490.74%7.27%
SORSource Capital Closed-End Fund - Equity41.30490.58%2.29%
AESRAnfield U.S. Exchange Traded Fund14.89490.40%7.66%
TYTri-Continental  Closed-End Fund - Equity29.32490.27%1.70%
LAMRLamar Advertising REIT - 110.72490.07%4.18%
MSTBLHA Market Exchange Traded Fund30.42490.07%5.59%
SCDLMP Capital Closed-End Fund - Equity14.4349-2.50%3.00%
ETVEaton Vance Closed-End Fund - Equity12.6649-0.16%2.68%
EOIEaton Vance Closed-End Fund - Equity17.8949-0.06%7.90%
EMFTempleton Emerging Closed-End Fund - Foreign11.32480.89%-3.08%
CMCanadian Imperial Banks47.22480.36%-1.91%
NMRNomura  Brokerage5.87480.17%30.16%
SIXA6 Meridian Exchange Traded Fund39.70480.13%8.12%
PLAOPatria Latin SPAC11.33480.00%2.16%
EDFStone Harbor Asset Mgmt5.0148-0.20%16.24%
FMAYFT Cboe Exchange Traded Fund42.9948-0.19%4.07%
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 5.93% and is currently outperforming the overall market by 1.74% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 56
YTD Performance: 5.93%
**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 [390%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[62%] Yiren Digital[55%]
Fidelis Insurance[53%] First [51%] Banco BBVA[48%]
EverQuote [48%] Heritage Insurance[46%] Mercury General[41%]
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
Macatawa Bank[44.4%] Medical Properties[25.1%] Globe Life[10%]
James River[8.9%] GoHealth [7.5%] Victory Capital[6.9%]
Bancorp [5.4%] Huize Holding[5.3%] Green Dot[5.3%]
LCNB [5.2%] ESSA Bancorp[4.9%] Morgan Stanley[4.7%]
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
Office Properties[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-57%] Hywin [-56%] Fathom [-56%]
FRP [-53%] AlTi Global[-50%] Fanhua [-49%]
C&F [-48%] eHealth [-47%] Globe Life[-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
Medical Properties[100] Victory Capital[100] TCG BDC[100]
Macatawa Bank[100] Stellus Capital[100] Goldman Sachs[100]
Angel Oak[95] HDFC Bank[93] Charles Schwab[93]
Fidus [93] Western Asset[93] BlackRock MuniYield[93]
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  39.83560.35-0.575.93%
IAIBroker-Dealers & Secs 110.51560.14-0.291.82%
IYFFinancials  90.04560.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.33480.45-0.44.77%
VFHFinancials  96.40560.39-0.84.49%
KBEBank  43.40300.70-0.89-5.69%
FASFinancial Bull 3X 94.14561.00-2.1613.9%
FAZFinancial Bear 3X 11.6640-0.852.19-14.7%
UYGFinancials  60.75560.70-1.1710.05%
IATRegional Banks  39.74270.28-1.73-5.02%
KIEInsurance  48.28511.17-0.086.77%
PSCFSmallCap Financials  44.7615-0.22-1.43-8.99%
EUFNEurope Financials  21.87560.28-0.094.34%
PGFFinancial Preferred  14.4510-0.28-1.57-0.89%
 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 Western Asset Premier Bond FundWEA Western Asset Premier Bond Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 113.207 Millions
Recent Price: 10.59    
Smart Investing & Trading Score: 50
Day Percent Change: 0.57%    
Day Change: 0.06
Week Change: -0.19%    
Year-to-date Change: -1.9%
WEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WEA to Watchlist:       View:      Get Complete WEA Trend Analysis ➞

Stock Chart of Oaktree Specialty Lending CorporationOCSL Oaktree Specialty Lending Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 353.808 Millions
Recent Price: 19.48    
Smart Investing & Trading Score: 50
Day Percent Change: 0.26%    
Day Change: 0.05
Week Change: 1.09%    
Year-to-date Change: -4.6%
OCSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCSL to Watchlist:       View:      Get Complete OCSL Trend Analysis ➞

Stock Chart of Oportun Financial CorporationOPRT Oportun Financial Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 360.208 Millions
Recent Price: 2.34    
Smart Investing & Trading Score: 49
Day Percent Change: 9.86%    
Day Change: 0.21
Week Change: 2.18%    
Year-to-date Change: -40.2%
OPRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPRT to Watchlist:       View:      Get Complete OPRT Trend Analysis ➞

Stock Chart of Horizon Technology Finance CorporationHRZN Horizon Technology Finance Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 109.203 Millions
Recent Price: 11.37    
Smart Investing & Trading Score: 49
Day Percent Change: 1.52%    
Day Change: 0.17
Week Change: 1.43%    
Year-to-date Change: -13.7%
HRZN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HRZN to Watchlist:       View:      Get Complete HRZN Trend Analysis ➞

Stock Chart of The Bancorp, Inc.TBBK The Bancorp, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 267.859 Millions
Recent Price: 33.19    
Smart Investing & Trading Score: 49
Day Percent Change: 1.07%    
Day Change: 0.35
Week Change: 5.43%    
Year-to-date Change: -13.9%
TBBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TBBK to Watchlist:       View:      Get Complete TBBK 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: 21.50    
Smart Investing & Trading Score: 49
Day Percent Change: 0.70%    
Day Change: 0.15
Week Change: 0.75%    
Year-to-date Change: -9.7%
CBFV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBFV to Watchlist:       View:      Get Complete CBFV Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income Fund IIPCK PIMCO California Municipal Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 231.307 Millions
Recent Price: 5.67    
Smart Investing & Trading Score: 49
Day Percent Change: 0.25%    
Day Change: 0.01
Week Change: 1.91%    
Year-to-date Change: -2.2%
PCK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCK to Watchlist:       View:      Get Complete PCK Trend Analysis ➞

Stock Chart of NexPoint Residential Trust, Inc.NXRT NexPoint Residential Trust, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 839.161 Millions
Recent Price: 31.33    
Smart Investing & Trading Score: 49
Day Percent Change: 1.79%    
Day Change: 0.55
Week Change: -1.76%    
Year-to-date Change: -9.0%
NXRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXRT to Watchlist:       View:      Get Complete NXRT Trend Analysis ➞

Stock Chart of Nu Holdings Ltd.NU Nu Holdings Ltd.
Sector: Financials
SubSector: Banks - Diversified
MarketCap: 37240 Millions
Recent Price: 10.91    
Smart Investing & Trading Score: 49
Day Percent Change: 1.11%    
Day Change: 0.12
Week Change: -3.37%    
Year-to-date Change: 30.8%
NU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NU to Watchlist:       View:      Get Complete NU Trend Analysis ➞

Stock Chart of Greenlight Capital Re, Ltd.GLRE Greenlight Capital Re, Ltd.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 228.66 Millions
Recent Price: 12.25    
Smart Investing & Trading Score: 49
Day Percent Change: 0.74%    
Day Change: 0.09
Week Change: 1.16%    
Year-to-date Change: 7.3%
GLRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLRE to Watchlist:       View:      Get Complete GLRE Trend Analysis ➞

Stock Chart of Source Capital, Inc.SOR Source Capital, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 229.147 Millions
Recent Price: 41.30    
Smart Investing & Trading Score: 49
Day Percent Change: 0.58%    
Day Change: 0.24
Week Change: -0.66%    
Year-to-date Change: 2.3%
SOR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SOR to Watchlist:       View:      Get Complete SOR Trend Analysis ➞

Stock Chart of Anfield U.S. Equity Sector Rotation ETFAESR Anfield U.S. Equity Sector Rotation ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 14.89    
Smart Investing & Trading Score: 49
Day Percent Change: 0.40%    
Day Change: 0.06
Week Change: -1.52%    
Year-to-date Change: 7.7%
AESR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AESR to Watchlist:       View:      Get Complete AESR Trend Analysis ➞

Stock Chart of Tri-Continental CorporationTY Tri-Continental Corporation
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 998.647 Millions
Recent Price: 29.32    
Smart Investing & Trading Score: 49
Day Percent Change: 0.27%    
Day Change: 0.08
Week Change: -1.21%    
Year-to-date Change: 1.7%
TY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TY to Watchlist:       View:      Get Complete TY Trend Analysis ➞

Stock Chart of Lamar Advertising Company (REIT)LAMR Lamar Advertising Company (REIT)
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 4838.33 Millions
Recent Price: 110.72    
Smart Investing & Trading Score: 49
Day Percent Change: 0.07%    
Day Change: 0.08
Week Change: -0.85%    
Year-to-date Change: 4.2%
LAMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LAMR to Watchlist:       View:      Get Complete LAMR Trend Analysis ➞

Stock Chart of LHA Market State Tactical Beta ETFMSTB LHA Market State Tactical Beta ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.42    
Smart Investing & Trading Score: 49
Day Percent Change: 0.07%    
Day Change: 0.02
Week Change: -1.63%    
Year-to-date Change: 5.6%
MSTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSTB to Watchlist:       View:      Get Complete MSTB Trend Analysis ➞

Stock Chart of LMP Capital and Income Fund Inc.SCD LMP Capital and Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 124.747 Millions
Recent Price: 14.43    
Smart Investing & Trading Score: 49
Day Percent Change: -2.50%    
Day Change: -0.37
Week Change: -1.1%    
Year-to-date Change: 3.0%
SCD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCD to Watchlist:       View:      Get Complete SCD Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Buy-Write Opportunities FundETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 881.147 Millions
Recent Price: 12.66    
Smart Investing & Trading Score: 49
Day Percent Change: -0.16%    
Day Change: -0.02
Week Change: -1.25%    
Year-to-date Change: 2.7%
ETV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETV to Watchlist:       View:      Get Complete ETV Trend Analysis ➞

Stock Chart of Eaton Vance Enhanced Equity Income FundEOI Eaton Vance Enhanced Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 406.247 Millions
Recent Price: 17.89    
Smart Investing & Trading Score: 49
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: -1.7%    
Year-to-date Change: 7.9%
EOI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOI to Watchlist:       View:      Get Complete EOI Trend Analysis ➞

Stock Chart of Templeton Emerging Markets FundEMF Templeton Emerging Markets Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 171.047 Millions
Recent Price: 11.32    
Smart Investing & Trading Score: 48
Day Percent Change: 0.89%    
Day Change: 0.10
Week Change: -2.83%    
Year-to-date Change: -3.1%
EMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMF to Watchlist:       View:      Get Complete EMF Trend Analysis ➞

Stock Chart of Canadian Imperial Bank of CommerceCM Canadian Imperial Bank of Commerce
Sector: Financials
SubSector: Money Center Banks
MarketCap: 27150.5 Millions
Recent Price: 47.22    
Smart Investing & Trading Score: 48
Day Percent Change: 0.36%    
Day Change: 0.17
Week Change: -1.69%    
Year-to-date Change: -1.9%
CM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CM to Watchlist:       View:      Get Complete CM Trend Analysis ➞

Stock Chart of Nomura Holdings, Inc.NMR Nomura Holdings, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 15277 Millions
Recent Price: 5.87    
Smart Investing & Trading Score: 48
Day Percent Change: 0.17%    
Day Change: 0.01
Week Change: -3.93%    
Year-to-date Change: 30.2%
NMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMR to Watchlist:       View:      Get Complete NMR Trend Analysis ➞

Stock Chart of 6 Meridian Mega Cap Equity ETFSIXA 6 Meridian Mega Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 39.70    
Smart Investing & Trading Score: 48
Day Percent Change: 0.13%    
Day Change: 0.05
Week Change: -0.5%    
Year-to-date Change: 8.1%
SIXA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXA to Watchlist:       View:      Get Complete SIXA Trend Analysis ➞

Stock Chart of Patria Latin American Opportunity Acquisition Corp.PLAO Patria Latin American Opportunity Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 304 Millions
Recent Price: 11.33    
Smart Investing & Trading Score: 48
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.09%    
Year-to-date Change: 2.2%
PLAO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PLAO to Watchlist:       View:      Get Complete PLAO Trend Analysis ➞

Stock Chart of Stone Harbor Emerging Markets Income FundEDF Stone Harbor Emerging Markets Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 108.203 Millions
Recent Price: 5.01    
Smart Investing & Trading Score: 48
Day Percent Change: -0.20%    
Day Change: -0.01
Week Change: -1.76%    
Year-to-date Change: 16.2%
EDF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDF to Watchlist:       View:      Get Complete EDF Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Buffer ETF   MayFMAY FT Cboe Vest US Eq Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 42.99    
Smart Investing & Trading Score: 48
Day Percent Change: -0.19%    
Day Change: -0.08
Week Change: -0.53%    
Year-to-date Change: 4.1%
FMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMAY to Watchlist:       View:      Get Complete FMAY Trend Analysis ➞

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