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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 18, 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 36 (0-bearish to 100-bullish) which puts Financial sector in short term bearish to neutral trend.

The Smart Investing & Trading Score from previous trading session is 26 and hence an improvement of trend.

 Year To Date Performance: 5.56 %
 Weekly Performance: -0.92 %
 Daily Performance: 0.25 %
12Stocks.com
Financial Sector Trend
36 / 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%
CHMICherry Hill Mortgage3.21100.16-20.42%
RPARRPAR Risk Exchange Traded Fund18.59170.16-2.82%
MCBCMacatawa Bank Regional Banks13.69930.1521.37%
PEBOPeoples Bancorp Regional Banks27.2170.15-19.40%
GNLGlobal Net REIT - 6.58200.15-33.87%
VLYValley National Regional Banks7.20100.14-33.70%
HAFCHanmi  Regional Banks14.50170.14-25.26%
MVTBlackRock MuniVest Closed-End Fund - Debt10.45100.14-2.97%
FSBCFive Star Banks - Regional21.43350.14-18.14%
PHYSSprott Physical Exchange Traded Fund18.40830.1415.51%
FMBHFirst Mid Regional Banks29.32250.14-15.41%
NBBNuveen Taxable Asset Mgmt14.69170.14-6.97%
STEPStepStone  Asset Mgmt35.37430.1411.09%
WBSWebster  Regional Banks45.40170.13-10.56%
HOMBHome Bancshares Banks22.4370.13-11.45%
ISTRInvestar Holding Regional - Southwest Banks15.63350.134.83%
AIRCApartment ome REIT38.35760.139.87%
UCBIUnited Community Regional Banks24.57270.12-16.03%
INDBIndependent Bank Regional Banks48.53450.12-26.26%
CZNCCitizens & Northern Regional Banks17.04350.12-24.03%
BMABanco Macro Foreign Banks48.09390.1267.56%
VKIInvesco Advantage Closed-End Fund - Debt8.19220.12-3.08%
NNYNuveen New Closed-End Fund - Debt8.21250.12-0.85%
CCAPCrescent Capital Asset Mgmt17.00440.12-2.19%
PMFPIMCO Municipal Closed-End Fund - Debt8.99100.11-3.64%
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 5.56% and is currently outperforming the overall market by 1.15% 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: 36
YTD Performance: 5.56%
**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 [413%] Hippo [123%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[60%] EverQuote [54%]
First [51%] Yiren Digital[51%] Fidelis Insurance[48%]
Banco BBVA[48%] Heritage Insurance[42%] Vista Oil[40%]
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[42.8%] Medical Properties[19.6%] ESSA Bancorp[8.2%]
Globe Life[7%] AdvisorShares Pure[6.7%] New York[4.6%]
Morgan Stanley[4.5%] Bancorp [4.3%] GoHealth [4%]
Victory Capital[4%] Goldman Sachs[3.7%] Charles Schwab[3.5%]
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
Office Properties[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-56%] Fathom [-54%] FRP [-53%]
Hywin [-51%] C&F [-50%] eHealth [-50%]
AlTi Global[-50%] Globe Life[-48%] 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
Medical Properties[100] BlackRock MuniYield[100] Western Asset[100]
Stellus Capital[100] Kernel [100] Victory Capital[95]
Macatawa Bank[93] TCG BDC[90] Sprott Physical[90]
Sprott Physical[90] Thunder Bridge[88] Charles Schwab[88]
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  39.69360.25-0.925.56%
IAIBroker-Dealers & Secs 110.35560.50-0.431.68%
IYFFinancials  89.49410.21-1.174.78%
IYGFinancial Services  62.48410.40-1.154.59%
KRERegional Banking  45.83270.31-1.48-12.59%
IXGGlobal Financials  81.96360.71-0.854.3%
VFHFinancials  96.03480.21-1.184.09%
KBEBank  43.10220.12-1.58-6.35%
FASFinancial Bull 3X 93.21360.58-3.1312.78%
FAZFinancial Bear 3X 11.7659-0.593.07-13.97%
UYGFinancials  60.33360.45-1.859.29%
IATRegional Banks  39.63100.03-2-5.28%
KIEInsurance  47.7223-0.73-1.245.53%
PSCFSmallCap Financials  44.86170.63-1.21-8.78%
EUFNEurope Financials  21.81561.18-0.374.06%
PGFFinancial Preferred  14.49170.07-1.29-0.62%
 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 Cherry Hill Mortgage Investment CorporationCHMI Cherry Hill Mortgage Investment Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 124.839 Millions
Recent Price: 3.21    
Smart Investing & Trading Score: 10
Day Percent Change: 0.16%    
Day Change: 0.00
Week Change: -3.74%    
Year-to-date Change: -20.4%
CHMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHMI to Watchlist:       View:      Get Complete CHMI Trend Analysis ➞

Stock Chart of RPAR Risk Parity ETFRPAR RPAR Risk Parity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 18.59    
Smart Investing & Trading Score: 17
Day Percent Change: 0.16%    
Day Change: 0.03
Week Change: -1.49%    
Year-to-date Change: -2.8%
RPAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RPAR to Watchlist:       View:      Get Complete RPAR Trend Analysis ➞

Stock Chart of Macatawa Bank CorporationMCBC Macatawa Bank Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 264.37 Millions
Recent Price: 13.69    
Smart Investing & Trading Score: 93
Day Percent Change: 0.15%    
Day Change: 0.02
Week Change: 42.75%    
Year-to-date Change: 21.4%
MCBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCBC to Watchlist:       View:      Get Complete MCBC Trend Analysis ➞

Stock Chart of Peoples Bancorp Inc.PEBO Peoples Bancorp Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 449.77 Millions
Recent Price: 27.21    
Smart Investing & Trading Score: 7
Day Percent Change: 0.15%    
Day Change: 0.04
Week Change: -2.09%    
Year-to-date Change: -19.4%
PEBO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEBO to Watchlist:       View:      Get Complete PEBO Trend Analysis ➞

Stock Chart of Global Net Lease, Inc.GNL Global Net Lease, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1362.73 Millions
Recent Price: 6.58    
Smart Investing & Trading Score: 20
Day Percent Change: 0.15%    
Day Change: 0.01
Week Change: -2.95%    
Year-to-date Change: -33.9%
GNL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GNL to Watchlist:       View:      Get Complete GNL Trend Analysis ➞

Stock Chart of Valley National BancorpVLY Valley National Bancorp
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 2843.09 Millions
Recent Price: 7.20    
Smart Investing & Trading Score: 10
Day Percent Change: 0.14%    
Day Change: 0.01
Week Change: -2.44%    
Year-to-date Change: -33.7%
VLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VLY to Watchlist:       View:      Get Complete VLY Trend Analysis ➞

Stock Chart of Hanmi Financial CorporationHAFC Hanmi Financial Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 319.929 Millions
Recent Price: 14.50    
Smart Investing & Trading Score: 17
Day Percent Change: 0.14%    
Day Change: 0.02
Week Change: -2.23%    
Year-to-date Change: -25.3%
HAFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HAFC to Watchlist:       View:      Get Complete HAFC Trend Analysis ➞

Stock Chart of BlackRock MuniVest Fund II, Inc.MVT BlackRock MuniVest Fund II, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 253.707 Millions
Recent Price: 10.45    
Smart Investing & Trading Score: 10
Day Percent Change: 0.14%    
Day Change: 0.01
Week Change: -0.95%    
Year-to-date Change: -3.0%
MVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MVT to Watchlist:       View:      Get Complete MVT Trend Analysis ➞

Stock Chart of Five Star BancorpFSBC Five Star Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 377 Millions
Recent Price: 21.43    
Smart Investing & Trading Score: 35
Day Percent Change: 0.14%    
Day Change: 0.03
Week Change: 0.05%    
Year-to-date Change: -18.1%
FSBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSBC to Watchlist:       View:      Get Complete FSBC Trend Analysis ➞

Stock Chart of Sprott Physical Gold TrustPHYS Sprott Physical Gold Trust
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 2365.21 Millions
Recent Price: 18.40    
Smart Investing & Trading Score: 83
Day Percent Change: 0.14%    
Day Change: 0.02
Week Change: 1.77%    
Year-to-date Change: 15.5%
PHYS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHYS to Watchlist:       View:      Get Complete PHYS Trend Analysis ➞

Stock Chart of First Mid Bancshares, Inc.FMBH First Mid Bancshares, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 373.27 Millions
Recent Price: 29.32    
Smart Investing & Trading Score: 25
Day Percent Change: 0.14%    
Day Change: 0.04
Week Change: -0.64%    
Year-to-date Change: -15.4%
FMBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMBH to Watchlist:       View:      Get Complete FMBH Trend Analysis ➞

Stock Chart of Nuveen Taxable Municipal Income FundNBB Nuveen Taxable Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 495.403 Millions
Recent Price: 14.69    
Smart Investing & Trading Score: 17
Day Percent Change: 0.14%    
Day Change: 0.02
Week Change: -1.01%    
Year-to-date Change: -7.0%
NBB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBB to Watchlist:       View:      Get Complete NBB Trend Analysis ➞

Stock Chart of StepStone Group Inc.STEP StepStone Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 30757 Millions
Recent Price: 35.37    
Smart Investing & Trading Score: 43
Day Percent Change: 0.14%    
Day Change: 0.05
Week Change: -1.91%    
Year-to-date Change: 11.1%
STEP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STEP to Watchlist:       View:      Get Complete STEP Trend Analysis ➞

Stock Chart of Webster Financial CorporationWBS Webster Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 2111.59 Millions
Recent Price: 45.40    
Smart Investing & Trading Score: 17
Day Percent Change: 0.13%    
Day Change: 0.06
Week Change: -1.8%    
Year-to-date Change: -10.6%
WBS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WBS to Watchlist:       View:      Get Complete WBS Trend Analysis ➞

Stock Chart of Home Bancshares, Inc. (Conway, AR)HOMB Home Bancshares, Inc. (Conway, AR)
Sector: Financials
SubSector: Money Center Banks
MarketCap: 2090.49 Millions
Recent Price: 22.43    
Smart Investing & Trading Score: 7
Day Percent Change: 0.13%    
Day Change: 0.03
Week Change: -2.18%    
Year-to-date Change: -11.5%
HOMB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HOMB to Watchlist:       View:      Get Complete HOMB Trend Analysis ➞

Stock Chart of Investar Holding CorporationISTR Investar Holding Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 136.565 Millions
Recent Price: 15.63    
Smart Investing & Trading Score: 35
Day Percent Change: 0.13%    
Day Change: 0.02
Week Change: 0.26%    
Year-to-date Change: 4.8%
ISTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISTR to Watchlist:       View:      Get Complete ISTR Trend Analysis ➞

Stock Chart of Apartment Income REIT Corp.AIRC Apartment Income REIT Corp.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 5280 Millions
Recent Price: 38.35    
Smart Investing & Trading Score: 76
Day Percent Change: 0.13%    
Day Change: 0.05
Week Change: -0.03%    
Year-to-date Change: 9.9%
AIRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIRC to Watchlist:       View:      Get Complete AIRC Trend Analysis ➞

Stock Chart of United Community Banks, Inc.UCBI United Community Banks, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1593.99 Millions
Recent Price: 24.57    
Smart Investing & Trading Score: 27
Day Percent Change: 0.12%    
Day Change: 0.03
Week Change: -0.85%    
Year-to-date Change: -16.0%
UCBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UCBI to Watchlist:       View:      Get Complete UCBI Trend Analysis ➞

Stock Chart of Independent Bank Corp.INDB Independent Bank Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 2347.09 Millions
Recent Price: 48.53    
Smart Investing & Trading Score: 45
Day Percent Change: 0.12%    
Day Change: 0.06
Week Change: -0.23%    
Year-to-date Change: -26.3%
INDB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INDB to Watchlist:       View:      Get Complete INDB Trend Analysis ➞

Stock Chart of Citizens & Northern CorporationCZNC Citizens & Northern Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 274.459 Millions
Recent Price: 17.04    
Smart Investing & Trading Score: 35
Day Percent Change: 0.12%    
Day Change: 0.02
Week Change: 0%    
Year-to-date Change: -24.0%
CZNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CZNC to Watchlist:       View:      Get Complete CZNC Trend Analysis ➞

Stock Chart of Banco Macro S.A.BMA Banco Macro S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1769.99 Millions
Recent Price: 48.09    
Smart Investing & Trading Score: 39
Day Percent Change: 0.12%    
Day Change: 0.06
Week Change: -6.55%    
Year-to-date Change: 67.6%
BMA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMA to Watchlist:       View:      Get Complete BMA Trend Analysis ➞

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: 8.19    
Smart Investing & Trading Score: 22
Day Percent Change: 0.12%    
Day Change: 0.01
Week Change: -0.97%    
Year-to-date Change: -3.1%
VKI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKI to Watchlist:       View:      Get Complete VKI 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: 8.21    
Smart Investing & Trading Score: 25
Day Percent Change: 0.12%    
Day Change: 0.01
Week Change: -0.36%    
Year-to-date Change: -0.9%
NNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNY to Watchlist:       View:      Get Complete NNY Trend Analysis ➞

Stock Chart of Crescent Capital BDC, Inc.CCAP Crescent Capital BDC, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 41157 Millions
Recent Price: 17.00    
Smart Investing & Trading Score: 44
Day Percent Change: 0.12%    
Day Change: 0.02
Week Change: 0.24%    
Year-to-date Change: -2.2%
CCAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCAP to Watchlist:       View:      Get Complete CCAP Trend Analysis ➞

Stock Chart of PIMCO Municipal Income FundPMF PIMCO Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 280.307 Millions
Recent Price: 8.99    
Smart Investing & Trading Score: 10
Day Percent Change: 0.11%    
Day Change: 0.01
Week Change: 0%    
Year-to-date Change: -3.6%
PMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMF to Watchlist:       View:      Get Complete PMF Trend Analysis ➞

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