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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 30, 2024 - Although long and mid term trends for Financial sector looks good, the short term trends are deteriorating.

The overall Smart Investing & Trading Score is 53 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 58 and hence a deterioration of trend.

 Year To Date Performance: 7.7 %
 Weekly Performance: -0.8 %
 Daily Performance: -0.65 %
12Stocks.com
Financial Sector Trend
53 / 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%
FSBWFS Bancorp Regional Banks31.68490.00%-14.29%
OVBCOhio Valley Regional Banks23.50200.00%2.17%
MRCCMonroe Capital Mortgage7.34100-1.01%3.96%
MHFWestern Asset Closed-End Fund - Debt6.80440.15%5.92%
GRXGabelli Healthcare Closed-End Fund - Equity9.45310.16%1.23%
JHSJohn Hancock Closed-End Fund - Debt10.9956-0.36%1.01%
ISTRInvestar Holding Regional - Southwest Banks16.5974-0.54%11.27%
XINXinyuan Real Real Estatet2.72390.00%0.00%
FTFranklin Universal Closed-End Fund - Debt6.57620.00%-1.20%
BGXBlackstone / Closed-End Fund - Debt12.18510.33%6.38%
FIFFirst Trust Closed-End Fund - Equity18.0651-0.61%9.72%
FLCFlaherty & Crumrine Total Return Fund Closed-End Fund - Debt14.76300.14%1.44%
UBFOUnited Security Regional Banks7.2710-0.27%-13.56%
VERYVericity  Life Insurance11.38510.18%1.70%
LGILazard Global Closed-End Fund - Foreign15.67950.38%2.28%
BTABlackRock Long-Term Closed-End Fund - Debt9.6428-0.52%-5.77%
IDEVoya Infrastructure Closed-End Fund - Equity10.1046-0.88%-0.79%
SARSaratoga   Investments23.64100-0.08%-8.58%
FMNFederated Premier Closed-End Fund - Debt11.0240-0.21%0.29%
ARLAmerican Realty Property Mgmt14.15350.00%-18.72%
CBHAllianzGI Convertible Asset Mgmt8.8876-0.17%1.83%
SHBIShore Bancshares Regional Banks10.3428-0.86%-27.44%
NNYNuveen New Closed-End Fund - Debt8.1618-0.12%-1.45%
UNBUnion Bankshares Regional Banks25.9050-7.89%-15.50%
CXEMFS High Closed-End Fund - Debt3.52420.14%-0.70%
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 7.7% and is currently outperforming the overall market by 2.27% 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: Not Good
Overall Trend Score: 53
YTD Performance: 7.7%
**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 [554%] Hippo [134%] Gladstone Capital[101%]
Banco Macro[92%] Grupo Financiero[89%] Banco BBVA[77%]
B. Riley[66%] EverQuote [65%] Yiren Digital[62%]
LendingTree [61%] AdvisorShares Pure[58%] Grupo Supervielle[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
LendingTree [29.1%] AdvisorShares Pure[26.1%] Heartland [17.9%]
Douglas Elliman[13.9%] Huize Holding[9.6%] AltC Acquisition[7.8%]
Banco Macro[7.1%] Grupo Financiero[6.4%] Root [6.3%]
Fulton [6.1%] Grupo Supervielle[6.1%] Citizens [5.3%]
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
New York[-74%] Office Properties[-72%] Texas Pacific[-63%]
Hywin [-56%] Fathom [-54%] Douglas Elliman[-54%]
FRP [-51%] eHealth [-51%] Fanhua [-49%]
OppFi [-48%] AlTi Global[-48%] RE/MAX [-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
Grupo Financiero[100] HSBC [100] Heartland [100]
LTC Properties[100] PayPal [100] Lamar Advertising[100]
First Horizon[100] Welltower [100] Consolidated-Tomoka Land[100]
UMH Properties[100] Federal Realty[100] CareTrust REIT[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  40.4953-0.65-0.87.7%
IAIBroker-Dealers & Secs 111.6153-1.14-1.242.84%
IYFFinancials  92.0263-0.16-0.177.73%
IYGFinancial Services  63.6958-1.01-1.426.62%
KRERegional Banking  47.6135-0.33-1.2-9.19%
IXGGlobal Financials  83.7076-0.77-0.586.51%
VFHFinancials  98.6458-0.11-0.36.91%
KBEBank  44.6045-1.11-1.61-3.09%
FASFinancial Bull 3X 98.1146-2.21-2.518.71%
FAZFinancial Bear 3X 11.14491.882.53-18.54%
UYGFinancials  62.7646-1.05-1.413.69%
IATRegional Banks  41.1658-0.97-1.33-1.61%
KIEInsurance  48.6341-0.340.27.53%
PSCFSmallCap Financials  45.9040-0.94-0.99-6.67%
EUFNEurope Financials  22.3676-0.64-0.476.66%
PGFFinancial Preferred  14.5732-0.51-0.03-0.1%
 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 FS Bancorp, Inc.FSBW FS Bancorp, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 140.429 Millions
Recent Price: 31.68    
Smart Investing & Trading Score: 49
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.67%    
Year-to-date Change: -14.3%
FSBW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSBW to Watchlist:       View:      Get Complete FSBW Trend Analysis ➞

Stock Chart of Ohio Valley Banc Corp.OVBC Ohio Valley Banc Corp.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 139.67 Millions
Recent Price: 23.50    
Smart Investing & Trading Score: 20
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.38%    
Year-to-date Change: 2.2%
OVBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OVBC to Watchlist:       View:      Get Complete OVBC Trend Analysis ➞

Stock Chart of Monroe Capital CorporationMRCC Monroe Capital Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 139.439 Millions
Recent Price: 7.34    
Smart Investing & Trading Score: 100
Day Percent Change: -1.01%    
Day Change: -0.08
Week Change: 0.34%    
Year-to-date Change: 4.0%
MRCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MRCC to Watchlist:       View:      Get Complete MRCC Trend Analysis ➞

Stock Chart of Western Asset Municipal High Income Fund Inc.MHF Western Asset Municipal High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 139.107 Millions
Recent Price: 6.80    
Smart Investing & Trading Score: 44
Day Percent Change: 0.15%    
Day Change: 0.01
Week Change: 0%    
Year-to-date Change: 5.9%
MHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHF to Watchlist:       View:      Get Complete MHF Trend Analysis ➞

Stock Chart of The Gabelli Healthcare & Wellness TrustGRX The Gabelli Healthcare & Wellness Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 138.547 Millions
Recent Price: 9.45    
Smart Investing & Trading Score: 31
Day Percent Change: 0.16%    
Day Change: 0.02
Week Change: 0.21%    
Year-to-date Change: 1.2%
GRX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GRX to Watchlist:       View:      Get Complete GRX Trend Analysis ➞

Stock Chart of John Hancock Income Securities TrustJHS John Hancock Income Securities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 137.107 Millions
Recent Price: 10.99    
Smart Investing & Trading Score: 56
Day Percent Change: -0.36%    
Day Change: -0.04
Week Change: -0.27%    
Year-to-date Change: 1.0%
JHS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JHS to Watchlist:       View:      Get Complete JHS Trend Analysis ➞

Stock Chart of Investar Holding CorporationISTR Investar Holding Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 136.565 Millions
Recent Price: 16.59    
Smart Investing & Trading Score: 74
Day Percent Change: -0.54%    
Day Change: -0.09
Week Change: 1.84%    
Year-to-date Change: 11.3%
ISTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISTR to Watchlist:       View:      Get Complete ISTR Trend Analysis ➞

Stock Chart of Xinyuan Real Estate Co., Ltd.XIN Xinyuan Real Estate Co., Ltd.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 136.119 Millions
Recent Price: 2.72    
Smart Investing & Trading Score: 39
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 0.0%
XIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XIN to Watchlist:       View:      Get Complete XIN Trend Analysis ➞

Stock Chart of Franklin Universal TrustFT Franklin Universal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.907 Millions
Recent Price: 6.57    
Smart Investing & Trading Score: 62
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -1.2%
FT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FT to Watchlist:       View:      Get Complete FT Trend Analysis ➞

Stock Chart of Blackstone / GSO Long-Short Credit Income FundBGX Blackstone / GSO Long-Short Credit Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.407 Millions
Recent Price: 12.18    
Smart Investing & Trading Score: 51
Day Percent Change: 0.33%    
Day Change: 0.04
Week Change: 0.25%    
Year-to-date Change: 6.4%
BGX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGX to Watchlist:       View:      Get Complete BGX Trend Analysis ➞

Stock Chart of First Trust Energy Infrastructure FundFIF First Trust Energy Infrastructure Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 135.347 Millions
Recent Price: 18.06    
Smart Investing & Trading Score: 51
Day Percent Change: -0.61%    
Day Change: -0.11
Week Change: -0.88%    
Year-to-date Change: 9.7%
FIF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FIF to Watchlist:       View:      Get Complete FIF Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Total Return Fund Inc.FLC Flaherty & Crumrine Total Return Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.307 Millions
Recent Price: 14.76    
Smart Investing & Trading Score: 30
Day Percent Change: 0.14%    
Day Change: 0.02
Week Change: 0.34%    
Year-to-date Change: 1.4%
FLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLC to Watchlist:       View:      Get Complete FLC Trend Analysis ➞

Stock Chart of United Security BancsharesUBFO United Security Bancshares
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 135.029 Millions
Recent Price: 7.27    
Smart Investing & Trading Score: 10
Day Percent Change: -0.27%    
Day Change: -0.02
Week Change: -0.27%    
Year-to-date Change: -13.6%
UBFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBFO to Watchlist:       View:      Get Complete UBFO Trend Analysis ➞

Stock Chart of Vericity, Inc.VERY Vericity, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 134.986 Millions
Recent Price: 11.38    
Smart Investing & Trading Score: 51
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: 0.44%    
Year-to-date Change: 1.7%
VERY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VERY to Watchlist:       View:      Get Complete VERY Trend Analysis ➞

Stock Chart of Lazard Global Total Return and Income Fund, Inc.LGI Lazard Global Total Return and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 134.547 Millions
Recent Price: 15.67    
Smart Investing & Trading Score: 95
Day Percent Change: 0.38%    
Day Change: 0.06
Week Change: 0.71%    
Year-to-date Change: 2.3%
LGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LGI to Watchlist:       View:      Get Complete LGI Trend Analysis ➞

Stock Chart of BlackRock Long-Term Municipal Advantage TrustBTA BlackRock Long-Term Municipal Advantage Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 133.907 Millions
Recent Price: 9.64    
Smart Investing & Trading Score: 28
Day Percent Change: -0.52%    
Day Change: -0.05
Week Change: -0.21%    
Year-to-date Change: -5.8%
BTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTA to Watchlist:       View:      Get Complete BTA Trend Analysis ➞

Stock Chart of Voya Infrastructure, Industrials and Materials FundIDE Voya Infrastructure, Industrials and Materials Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 133.047 Millions
Recent Price: 10.10    
Smart Investing & Trading Score: 46
Day Percent Change: -0.88%    
Day Change: -0.09
Week Change: -0.79%    
Year-to-date Change: -0.8%
IDE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IDE to Watchlist:       View:      Get Complete IDE Trend Analysis ➞

Stock Chart of Saratoga Investment Corp.SAR Saratoga Investment Corp.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 132.67 Millions
Recent Price: 23.64    
Smart Investing & Trading Score: 100
Day Percent Change: -0.08%    
Day Change: -0.02
Week Change: -0.84%    
Year-to-date Change: -8.6%
SAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAR to Watchlist:       View:      Get Complete SAR Trend Analysis ➞

Stock Chart of Federated Premier Municipal Income FundFMN Federated Premier Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 132.407 Millions
Recent Price: 11.02    
Smart Investing & Trading Score: 40
Day Percent Change: -0.21%    
Day Change: -0.02
Week Change: 0.11%    
Year-to-date Change: 0.3%
FMN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMN to Watchlist:       View:      Get Complete FMN Trend Analysis ➞

Stock Chart of American Realty Investors, Inc.ARL American Realty Investors, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 132.242 Millions
Recent Price: 14.15    
Smart Investing & Trading Score: 35
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.19%    
Year-to-date Change: -18.7%
ARL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARL to Watchlist:       View:      Get Complete ARL Trend Analysis ➞

Stock Chart of AllianzGI Convertible & Income 2024 Target Term FundCBH AllianzGI Convertible & Income 2024 Target Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 131.403 Millions
Recent Price: 8.88    
Smart Investing & Trading Score: 76
Day Percent Change: -0.17%    
Day Change: -0.01
Week Change: -0.56%    
Year-to-date Change: 1.8%
CBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBH to Watchlist:       View:      Get Complete CBH Trend Analysis ➞

Stock Chart of Shore Bancshares, Inc.SHBI Shore Bancshares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 131.359 Millions
Recent Price: 10.34    
Smart Investing & Trading Score: 28
Day Percent Change: -0.86%    
Day Change: -0.09
Week Change: -1.8%    
Year-to-date Change: -27.4%
SHBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SHBI to Watchlist:       View:      Get Complete SHBI Trend Analysis ➞

Stock Chart of Nuveen New York Municipal Value Fund, Inc.NNY Nuveen New York Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 130.607 Millions
Recent Price: 8.16    
Smart Investing & Trading Score: 18
Day Percent Change: -0.12%    
Day Change: -0.01
Week Change: 0.12%    
Year-to-date Change: -1.5%
NNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNY to Watchlist:       View:      Get Complete NNY Trend Analysis ➞

Stock Chart of Union Bankshares, Inc.UNB Union Bankshares, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 130.499 Millions
Recent Price: 25.90    
Smart Investing & Trading Score: 50
Day Percent Change: -7.89%    
Day Change: -2.22
Week Change: -7.86%    
Year-to-date Change: -15.5%
UNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNB to Watchlist:       View:      Get Complete UNB Trend Analysis ➞

Stock Chart of MFS High Income Municipal TrustCXE MFS High Income Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 129.807 Millions
Recent Price: 3.52    
Smart Investing & Trading Score: 42
Day Percent Change: 0.14%    
Day Change: 0.00
Week Change: 0.43%    
Year-to-date Change: -0.7%
CXE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CXE to Watchlist:       View:      Get Complete CXE Trend Analysis ➞

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