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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%
MTGMGIC  Insurance19.58181.03%1.50%
AROWArrow  Regional Banks21.93181.01%-21.51%
CFFNCapitol Federal S&L5.17180.98%-19.84%
BENFranklin Resources Asset Mgmt25.02180.85%-16.01%
MKTXMarketAxess  Brokerage203.24180.65%-30.60%
FISI Institutions Regional Banks16.44180.61%-22.82%
HTBIHomeTrust Bancshares Regional Banks23.97180.59%-10.96%
VRTSVirtus  Asset Mgmt219.80180.56%-9.08%
SRCE1st Source Regional Banks48.02180.55%-12.60%
HIOWestern Asset Closed-End Fund - Debt3.75180.54%-2.72%
CVLYCodorus Valley Regional Banks21.46180.42%-16.50%
ERCWells Fargo Asset Mgmt8.83180.34%-6.46%
AGNCAGNC  Mortgage9.07180.33%-7.54%
HWBKHawthorn Bancshares Regional Banks20.56180.29%-18.96%
FRBAFirst Bank Regional Banks12.08180.17%-17.82%
SMMFSummit  Regional Banks25.06180.12%-18.34%
DTFDTF Tax-Free Closed-End Fund - Debt10.67180.08%-0.74%
SARSaratoga   Investments22.67180.00%-12.34%
BAMBrookfield Asset Real Estatet38.4218-1.56%-4.36%
BEKEKE  Real Estate Services12.7518-1.01%-21.34%
RMTRoyce Micro-Cap Closed-End Fund - Equity8.6218-0.81%-6.71%
PFISPeoples  Regional Banks36.8118-0.63%-24.43%
NMTNuveen Massachusetts Closed-End Fund - Debt10.4818-0.57%-0.29%
WFHDirexion Work Exchange Traded Fund53.2118-0.55%-2.45%
AGNCLAGNC  REIT - Mortgage22.4418-0.53%2.14%
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[44.5%] Medical Properties[25.1%] Globe Life[10%]
James River[8.9%] GoHealth [7.5%] Victory Capital[6.9%]
Huize Holding[6.7%] LCNB [5.7%] Bancorp [5.5%]
Green Dot[5.3%] 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%] C&F [-48%]
Fanhua [-47%] 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] Macatawa Bank[100] Stellus Capital[100]
Regional Management[100] Angel Oak[95] HDFC Bank[93]
Charles Schwab[93] Fidus [93] Western Asset[93]
BlackRock MuniYield[93] Wells Fargo[90] ASA Gold[90]
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 110.39560.04-0.41.71%
IYFFinancials  90.04480.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.50430.66-0.194.99%
VFHFinancials  96.40560.39-0.84.49%
KBEBank  43.40220.70-0.89-5.69%
FASFinancial Bull 3X 94.14561.00-2.1613.9%
FAZFinancial Bear 3X 11.6640-0.852.19-14.7%
UYGFinancials  60.75510.70-1.1710.05%
IATRegional Banks  39.74270.28-1.73-5.02%
KIEInsurance  48.28511.17-0.086.77%
PSCFSmallCap Financials  44.94220.18-1.03-8.62%
EUFNEurope Financials  21.86560.21-0.164.27%
PGFFinancial Preferred  14.4418-0.38-1.67-0.99%
 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 MGIC Investment CorporationMTG MGIC Investment Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2521.62 Millions
Recent Price: 19.58    
Smart Investing & Trading Score: 18
Day Percent Change: 1.03%    
Day Change: 0.20
Week Change: -0.81%    
Year-to-date Change: 1.5%
MTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTG to Watchlist:       View:      Get Complete MTG Trend Analysis ➞

Stock Chart of Arrow Financial CorporationAROW Arrow Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 413.999 Millions
Recent Price: 21.93    
Smart Investing & Trading Score: 18
Day Percent Change: 1.01%    
Day Change: 0.22
Week Change: 0%    
Year-to-date Change: -21.5%
AROW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AROW to Watchlist:       View:      Get Complete AROW Trend Analysis ➞

Stock Chart of Capitol Federal Financial, Inc.CFFN Capitol Federal Financial, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 1639.1 Millions
Recent Price: 5.17    
Smart Investing & Trading Score: 18
Day Percent Change: 0.98%    
Day Change: 0.05
Week Change: -2.27%    
Year-to-date Change: -19.8%
CFFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFFN to Watchlist:       View:      Get Complete CFFN Trend Analysis ➞

Stock Chart of Franklin Resources, Inc.BEN Franklin Resources, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 9419.73 Millions
Recent Price: 25.02    
Smart Investing & Trading Score: 18
Day Percent Change: 0.85%    
Day Change: 0.21
Week Change: -1.53%    
Year-to-date Change: -16.0%
BEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BEN to Watchlist:       View:      Get Complete BEN Trend Analysis ➞

Stock Chart of MarketAxess Holdings Inc.MKTX MarketAxess Holdings Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 12431.5 Millions
Recent Price: 203.24    
Smart Investing & Trading Score: 18
Day Percent Change: 0.65%    
Day Change: 1.31
Week Change: -4.58%    
Year-to-date Change: -30.6%
MKTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MKTX to Watchlist:       View:      Get Complete MKTX Trend Analysis ➞

Stock Chart of Financial Institutions, Inc.FISI Financial Institutions, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 253.459 Millions
Recent Price: 16.44    
Smart Investing & Trading Score: 18
Day Percent Change: 0.61%    
Day Change: 0.10
Week Change: -2.61%    
Year-to-date Change: -22.8%
FISI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FISI to Watchlist:       View:      Get Complete FISI Trend Analysis ➞

Stock Chart of HomeTrust Bancshares, Inc.HTBI HomeTrust Bancshares, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 238.899 Millions
Recent Price: 23.97    
Smart Investing & Trading Score: 18
Day Percent Change: 0.59%    
Day Change: 0.14
Week Change: -0.83%    
Year-to-date Change: -11.0%
HTBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTBI to Watchlist:       View:      Get Complete HTBI Trend Analysis ➞

Stock Chart of Virtus Investment Partners, Inc.VRTS Virtus Investment Partners, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 601.303 Millions
Recent Price: 219.80    
Smart Investing & Trading Score: 18
Day Percent Change: 0.56%    
Day Change: 1.22
Week Change: -2.58%    
Year-to-date Change: -9.1%
VRTS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VRTS to Watchlist:       View:      Get Complete VRTS Trend Analysis ➞

Stock Chart of 1st Source CorporationSRCE 1st Source Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 784.77 Millions
Recent Price: 48.02    
Smart Investing & Trading Score: 18
Day Percent Change: 0.55%    
Day Change: 0.27
Week Change: -0.55%    
Year-to-date Change: -12.6%
SRCE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SRCE to Watchlist:       View:      Get Complete SRCE Trend Analysis ➞

Stock Chart of Western Asset High Income Opportunity Fund Inc.HIO Western Asset High Income Opportunity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 445.207 Millions
Recent Price: 3.75    
Smart Investing & Trading Score: 18
Day Percent Change: 0.54%    
Day Change: 0.02
Week Change: -1.18%    
Year-to-date Change: -2.7%
HIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIO to Watchlist:       View:      Get Complete HIO Trend Analysis ➞

Stock Chart of Codorus Valley Bancorp, Inc.CVLY Codorus Valley Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 173.799 Millions
Recent Price: 21.46    
Smart Investing & Trading Score: 18
Day Percent Change: 0.42%    
Day Change: 0.09
Week Change: 0.42%    
Year-to-date Change: -16.5%
CVLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CVLY to Watchlist:       View:      Get Complete CVLY Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Multi-Sector Income FundERC Wells Fargo Advantage Multi-Sector Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 266.503 Millions
Recent Price: 8.83    
Smart Investing & Trading Score: 18
Day Percent Change: 0.34%    
Day Change: 0.03
Week Change: -1.45%    
Year-to-date Change: -6.5%
ERC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERC to Watchlist:       View:      Get Complete ERC Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNC AGNC Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 6622.19 Millions
Recent Price: 9.07    
Smart Investing & Trading Score: 18
Day Percent Change: 0.33%    
Day Change: 0.03
Week Change: -2.58%    
Year-to-date Change: -7.5%
AGNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNC to Watchlist:       View:      Get Complete AGNC Trend Analysis ➞

Stock Chart of Hawthorn Bancshares, Inc.HWBK Hawthorn Bancshares, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 129.099 Millions
Recent Price: 20.56    
Smart Investing & Trading Score: 18
Day Percent Change: 0.29%    
Day Change: 0.06
Week Change: -3.02%    
Year-to-date Change: -19.0%
HWBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HWBK to Watchlist:       View:      Get Complete HWBK Trend Analysis ➞

Stock Chart of First BankFRBA First Bank
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 124.859 Millions
Recent Price: 12.08    
Smart Investing & Trading Score: 18
Day Percent Change: 0.17%    
Day Change: 0.02
Week Change: -2.58%    
Year-to-date Change: -17.8%
FRBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRBA to Watchlist:       View:      Get Complete FRBA Trend Analysis ➞

Stock Chart of Summit Financial Group, Inc.SMMF Summit Financial Group, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 228.959 Millions
Recent Price: 25.06    
Smart Investing & Trading Score: 18
Day Percent Change: 0.12%    
Day Change: 0.03
Week Change: -0.24%    
Year-to-date Change: -18.3%
SMMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMMF to Watchlist:       View:      Get Complete SMMF Trend Analysis ➞

Stock Chart of DTF Tax-Free Income Inc.DTF DTF Tax-Free Income Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 106.407 Millions
Recent Price: 10.67    
Smart Investing & Trading Score: 18
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: -0.28%    
Year-to-date Change: -0.7%
DTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DTF to Watchlist:       View:      Get Complete DTF Trend Analysis ➞

Stock Chart of Saratoga Investment Corp.SAR Saratoga Investment Corp.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 132.67 Millions
Recent Price: 22.67    
Smart Investing & Trading Score: 18
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.78%    
Year-to-date Change: -12.3%
SAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAR to Watchlist:       View:      Get Complete SAR Trend Analysis ➞

Stock Chart of Brookfield Asset Management Inc.BAM Brookfield Asset Management Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 47134.9 Millions
Recent Price: 38.42    
Smart Investing & Trading Score: 18
Day Percent Change: -1.56%    
Day Change: -0.61
Week Change: -2.44%    
Year-to-date Change: -4.4%
BAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BAM to Watchlist:       View:      Get Complete BAM Trend Analysis ➞

Stock Chart of KE Holdings Inc.BEKE KE Holdings Inc.
Sector: Financials
SubSector: Real Estate Services
MarketCap: 80167 Millions
Recent Price: 12.75    
Smart Investing & Trading Score: 18
Day Percent Change: -1.01%    
Day Change: -0.13
Week Change: -3.12%    
Year-to-date Change: -21.3%
BEKE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BEKE to Watchlist:       View:      Get Complete BEKE Trend Analysis ➞

Stock Chart of Royce Micro-Cap Trust, Inc.RMT Royce Micro-Cap Trust, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 195.647 Millions
Recent Price: 8.62    
Smart Investing & Trading Score: 18
Day Percent Change: -0.81%    
Day Change: -0.07
Week Change: -3.25%    
Year-to-date Change: -6.7%
RMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMT to Watchlist:       View:      Get Complete RMT Trend Analysis ➞

Stock Chart of Peoples Financial Services Corp.PFIS Peoples Financial Services Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 305.499 Millions
Recent Price: 36.81    
Smart Investing & Trading Score: 18
Day Percent Change: -0.63%    
Day Change: -0.23
Week Change: -1.56%    
Year-to-date Change: -24.4%
PFIS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFIS to Watchlist:       View:      Get Complete PFIS Trend Analysis ➞

Stock Chart of Nuveen Massachusetts Quality Municipal Income FundNMT Nuveen Massachusetts Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 123.407 Millions
Recent Price: 10.48    
Smart Investing & Trading Score: 18
Day Percent Change: -0.57%    
Day Change: -0.06
Week Change: -0.97%    
Year-to-date Change: -0.3%
NMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMT to Watchlist:       View:      Get Complete NMT Trend Analysis ➞

Stock Chart of Direxion Work From Home ETFWFH Direxion Work From Home ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 53.21    
Smart Investing & Trading Score: 18
Day Percent Change: -0.55%    
Day Change: -0.29
Week Change: -2.88%    
Year-to-date Change: -2.5%
WFH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WFH to Watchlist:       View:      Get Complete WFH Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNCL AGNC Investment Corp.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 6030 Millions
Recent Price: 22.44    
Smart Investing & Trading Score: 18
Day Percent Change: -0.53%    
Day Change: -0.12
Week Change: -1.79%    
Year-to-date Change: 2.1%
AGNCL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNCL to Watchlist:       View:      Get Complete AGNCL Trend Analysis ➞

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