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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 26, 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 63 (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 56 and hence an improvement of trend.

 Year To Date Performance: 8.56 %
 Weekly Performance: 1.09 %
 Daily Performance: -0.15 %
12Stocks.com
Financial Sector Trend
63 / 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 %YTD Change%
VKIInvesco Advantage Closed-End Fund - Debt8.23300.86%-2.60%
MYNBlackRock MuniYield Closed-End Fund - Debt10.06250.20%-2.61%
MINMFS Intermediate Closed-End Fund - Debt2.61171.16%-2.61%
MUJBlackRock Muni Closed-End Fund - Debt11.11300.23%-2.63%
DBLDoubleLine Opportunistic Closed-End Fund - Debt14.94420.61%-2.67%
JRVRJames River Insurance8.9955-1.86%-2.71%
HIOWestern Asset Closed-End Fund - Debt3.75170.94%-2.72%
RHPRyman Hospitality REIT107.06320.09%-2.73%
JOESt. Joe Real Estatet58.531001.25%-2.74%
MHNBlackRock Muni Closed-End Fund - Debt10.22250.10%-2.76%
EDDMorgan Stanley Closed-End Fund - Debt4.53420.67%-2.79%
VKQInvesco Municipal Closed-End Fund - Debt9.26370.65%-2.83%
AXAxos  S&L53.05490.21%-2.84%
GDLGDL Fund Closed-End Fund - Equity7.81350.51%-2.86%
HBANMHuntington Bancshares Banks - Regional21.220-0.84%-2.88%
OCSLOaktree Specialty Credit Services19.83520.81%-2.89%
CTBICommunity Trust Regional Banks42.57100-0.47%-2.94%
RYRoyal Bank Banks98.16400.49%-2.94%
MBINNMerchants Bancorp Banks - Regional19.79320.00%-2.94%
MQYBlackRock MuniYield Closed-End Fund - Debt11.83170.25%-2.95%
HQHTekla Healthcare Closed-End Fund - Equity16.08390.19%-2.96%
CEECentral and Closed-End Fund - Foreign9.4668-2.12%-2.97%
LCNBLCNB  Regional Banks15.301000.86%-2.98%
MIYBlackRock MuniYield Closed-End Fund - Debt11.02250.00%-2.99%
PCQPIMCO California Closed-End Fund - Debt9.0428-0.11%-3.00%
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 8.56% and is currently outperforming the overall market by 2.42% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 63
YTD Performance: 8.56%
**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 [510%] Hippo [142%] Gladstone Capital[101%]
Banco Macro[79%] Grupo Financiero[78%] B. Riley[75%]
Banco BBVA[70%] Yiren Digital[63%] EverQuote [60%]
Heritage Insurance[58%] Fidelis Insurance[54%] Lufax Holding[52%]
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
B. Riley[83.8%] Oportun [36.2%] Root [23.5%]
KB [18.2%] KE [17.2%] Cipher Mining[16.9%]
Provident Bancorp[14.3%] TOP [14%] Globe Life[13.5%]
Atlanticus [12.9%] Trustmark [12.4%] Coinbase Global[12.1%]
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[-73%] New York[-71%] Texas Pacific[-62%]
Douglas Elliman[-59%] Hywin [-58%] Fathom [-56%]
FRP [-52%] OppFi [-48%] eHealth [-48%]
AlTi Global[-48%] RE/MAX [-47%] Fanhua [-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
KB [100] MBIA [100] Shinhan [100]
B. Riley[100] Uniti [100] American Homes[100]
Goldman Sachs[100] Templeton Dragon[100] Mid-America Apartment[100]
Solar Capital[100] Camden Property[100] TCG BDC[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  40.8263-0.151.098.56%
IAIBroker-Dealers & Secs 113.01680.771.784.13%
IYFFinancials  92.1768-0.350.957.91%
IYGFinancial Services  64.59830.051.858.12%
KRERegional Banking  48.1974-0.581.84-8.09%
IXGGlobal Financials  84.4360-0.011.897.45%
VFHFinancials  98.9375-0.191.217.23%
KBEBank  45.3385-0.312.07-1.5%
FASFinancial Bull 3X 100.6355-0.792.7621.75%
FAZFinancial Bear 3X 10.86470.65-3.04-20.56%
UYGFinancials  63.6555-0.421.9415.31%
IATRegional Banks  41.7293-0.312.41-0.29%
KIEInsurance  48.5333-1.56-1.127.32%
PSCFSmallCap Financials  46.31650.051.85-5.83%
EUFNEurope Financials  22.46750.542.327.16%
PGFFinancial Preferred  14.57440.000.28-0.07%
 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 Invesco Advantage Municipal Income Trust IIVKI Invesco Advantage Municipal Income Trust II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 403.007 Millions
Recent Price: 8.23    
Smart Investing & Trading Score: 30
Day Percent Change: 0.86%    
Day Change: 0.07
Week Change: 0.49%    
Year-to-date Change: -2.6%
VKI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKI to Watchlist:       View:      Get Complete VKI 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: 10.06    
Smart Investing & Trading Score: 25
Day Percent Change: 0.20%    
Day Change: 0.02
Week Change: -0.54%    
Year-to-date Change: -2.6%
MYN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYN to Watchlist:       View:      Get Complete MYN Trend Analysis ➞

Stock Chart of MFS Intermediate Income TrustMIN MFS Intermediate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 395.107 Millions
Recent Price: 2.61    
Smart Investing & Trading Score: 17
Day Percent Change: 1.16%    
Day Change: 0.03
Week Change: 1.56%    
Year-to-date Change: -2.6%
MIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIN to Watchlist:       View:      Get Complete MIN Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New Jersey Quality Fund, Inc.MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 358.807 Millions
Recent Price: 11.11    
Smart Investing & Trading Score: 30
Day Percent Change: 0.23%    
Day Change: 0.02
Week Change: -0.36%    
Year-to-date Change: -2.6%
MUJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUJ to Watchlist:       View:      Get Complete MUJ Trend Analysis ➞

Stock Chart of DoubleLine Opportunistic Credit FundDBL DoubleLine Opportunistic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 255.407 Millions
Recent Price: 14.94    
Smart Investing & Trading Score: 42
Day Percent Change: 0.61%    
Day Change: 0.09
Week Change: 1.36%    
Year-to-date Change: -2.7%
DBL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DBL to Watchlist:       View:      Get Complete DBL Trend Analysis ➞

Stock Chart of James River Group Holdings, Ltd.JRVR James River Group Holdings, Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 978.312 Millions
Recent Price: 8.99    
Smart Investing & Trading Score: 55
Day Percent Change: -1.86%    
Day Change: -0.17
Week Change: -3.75%    
Year-to-date Change: -2.7%
JRVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRVR to Watchlist:       View:      Get Complete JRVR 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: 17
Day Percent Change: 0.94%    
Day Change: 0.03
Week Change: 0.13%    
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 Ryman Hospitality Properties, Inc.RHP Ryman Hospitality Properties, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1519.74 Millions
Recent Price: 107.06    
Smart Investing & Trading Score: 32
Day Percent Change: 0.09%    
Day Change: 0.10
Week Change: 2.52%    
Year-to-date Change: -2.7%
RHP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RHP to Watchlist:       View:      Get Complete RHP Trend Analysis ➞

Stock Chart of The St. Joe CompanyJOE The St. Joe Company
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1029.39 Millions
Recent Price: 58.53    
Smart Investing & Trading Score: 100
Day Percent Change: 1.25%    
Day Change: 0.72
Week Change: 6.65%    
Year-to-date Change: -2.7%
JOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JOE to Watchlist:       View:      Get Complete JOE Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New York Quality Fund, Inc.MHN BlackRock MuniHoldings New York Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 369.207 Millions
Recent Price: 10.22    
Smart Investing & Trading Score: 25
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: -0.29%    
Year-to-date Change: -2.8%
MHN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHN to Watchlist:       View:      Get Complete MHN Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 317.807 Millions
Recent Price: 4.53    
Smart Investing & Trading Score: 42
Day Percent Change: 0.67%    
Day Change: 0.03
Week Change: 1.34%    
Year-to-date Change: -2.8%
EDD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDD to Watchlist:       View:      Get Complete EDD Trend Analysis ➞

Stock Chart of Invesco Municipal TrustVKQ Invesco Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 577.507 Millions
Recent Price: 9.26    
Smart Investing & Trading Score: 37
Day Percent Change: 0.65%    
Day Change: 0.06
Week Change: 0.43%    
Year-to-date Change: -2.8%
VKQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKQ to Watchlist:       View:      Get Complete VKQ Trend Analysis ➞

Stock Chart of Axos Financial, Inc.AX Axos Financial, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 1037.3 Millions
Recent Price: 53.05    
Smart Investing & Trading Score: 49
Day Percent Change: 0.21%    
Day Change: 0.11
Week Change: 5.47%    
Year-to-date Change: -2.8%
AX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AX to Watchlist:       View:      Get Complete AX Trend Analysis ➞

Stock Chart of The GDL FundGDL The GDL Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 104.847 Millions
Recent Price: 7.81    
Smart Investing & Trading Score: 35
Day Percent Change: 0.51%    
Day Change: 0.04
Week Change: 0%    
Year-to-date Change: -2.9%
GDL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDL to Watchlist:       View:      Get Complete GDL Trend Analysis ➞

Stock Chart of Huntington Bancshares IncorporatedHBANM Huntington Bancshares Incorporated
Sector: Financials
SubSector: Banks - Regional
MarketCap: 15560 Millions
Recent Price: 21.22    
Smart Investing & Trading Score: 0
Day Percent Change: -0.84%    
Day Change: -0.18
Week Change: -0.61%    
Year-to-date Change: -2.9%
HBANM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBANM to Watchlist:       View:      Get Complete HBANM Trend Analysis ➞

Stock Chart of Oaktree Specialty Lending CorporationOCSL Oaktree Specialty Lending Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 353.808 Millions
Recent Price: 19.83    
Smart Investing & Trading Score: 52
Day Percent Change: 0.81%    
Day Change: 0.16
Week Change: 0.28%    
Year-to-date Change: -2.9%
OCSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCSL to Watchlist:       View:      Get Complete OCSL Trend Analysis ➞

Stock Chart of Community Trust Bancorp, Inc.CTBI Community Trust Bancorp, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 608.435 Millions
Recent Price: 42.57    
Smart Investing & Trading Score: 100
Day Percent Change: -0.47%    
Day Change: -0.20
Week Change: 1.79%    
Year-to-date Change: -2.9%
CTBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTBI to Watchlist:       View:      Get Complete CTBI Trend Analysis ➞

Stock Chart of Royal Bank of CanadaRY Royal Bank of Canada
Sector: Financials
SubSector: Money Center Banks
MarketCap: 87565.4 Millions
Recent Price: 98.16    
Smart Investing & Trading Score: 40
Day Percent Change: 0.49%    
Day Change: 0.48
Week Change: 0.31%    
Year-to-date Change: -2.9%
RY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RY to Watchlist:       View:      Get Complete RY Trend Analysis ➞

Stock Chart of Merchants BancorpMBINN Merchants Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1110 Millions
Recent Price: 19.79    
Smart Investing & Trading Score: 32
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 1.02%    
Year-to-date Change: -2.9%
MBINN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBINN to Watchlist:       View:      Get Complete MBINN Trend Analysis ➞

Stock Chart of BlackRock MuniYield Quality Fund, Inc.MQY BlackRock MuniYield Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 378.307 Millions
Recent Price: 11.83    
Smart Investing & Trading Score: 17
Day Percent Change: 0.25%    
Day Change: 0.03
Week Change: -0.59%    
Year-to-date Change: -3.0%
MQY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MQY to Watchlist:       View:      Get Complete MQY Trend Analysis ➞

Stock Chart of Tekla Healthcare InvestorsHQH Tekla Healthcare Investors
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 660.347 Millions
Recent Price: 16.08    
Smart Investing & Trading Score: 39
Day Percent Change: 0.19%    
Day Change: 0.03
Week Change: 1.58%    
Year-to-date Change: -3.0%
HQH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HQH to Watchlist:       View:      Get Complete HQH Trend Analysis ➞

Stock Chart of The Central and Eastern Europe Fund, Inc.CEE The Central and Eastern Europe Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 105.847 Millions
Recent Price: 9.46    
Smart Investing & Trading Score: 68
Day Percent Change: -2.12%    
Day Change: -0.20
Week Change: -0.32%    
Year-to-date Change: -3.0%
CEE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CEE to Watchlist:       View:      Get Complete CEE Trend Analysis ➞

Stock Chart of LCNB Corp.LCNB LCNB Corp.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 176.759 Millions
Recent Price: 15.30    
Smart Investing & Trading Score: 100
Day Percent Change: 0.86%    
Day Change: 0.13
Week Change: 2.2%    
Year-to-date Change: -3.0%
LCNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LCNB to Watchlist:       View:      Get Complete LCNB Trend Analysis ➞

Stock Chart of BlackRock MuniYield Michigan Quality Fund, Inc.MIY BlackRock MuniYield Michigan Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.207 Millions
Recent Price: 11.02    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.72%    
Year-to-date Change: -3.0%
MIY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIY to Watchlist:       View:      Get Complete MIY Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income FundPCQ PIMCO California Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 263.007 Millions
Recent Price: 9.04    
Smart Investing & Trading Score: 28
Day Percent Change: -0.11%    
Day Change: -0.01
Week Change: -0.77%    
Year-to-date Change: -3.0%
PCQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCQ to Watchlist:       View:      Get Complete PCQ Trend Analysis ➞

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