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Best Financial Stocks

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
May 1, 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 8 (0-bearish to 100-bullish) which puts Financial sector in short term bearish trend.

The Smart Investing & Trading Score from previous trading session is 39 and hence a deterioration of trend.

 Year To Date Performance: 7.65 %
 Weekly Performance: -0.85 %
 Daily Performance: 0.28 %
12Stocks.com
Financial Sector Trend
8 / 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%
VCVInvesco California Closed-End Fund - Debt9.5923-0.10%-2.14%
FMAOFarmers & Merchants Bancorp Regional Banks21.29223.85%-14.15%
UNTYUnity Bancorp Banks27.41223.20%-7.37%
DMOWestern Asset Asset Mgmt11.35220.71%1.61%
NIMNuveen Select Closed-End Fund - Debt8.88220.66%0.71%
EVVEaton Vance Asset Mgmt9.45220.64%-1.36%
VPVInvesco Pennsylvania Closed-End Fund - Debt9.95220.40%-0.50%
CONXCONX  SPAC10.52220.00%-1.68%
SKTTanger Factory REIT - Retail27.7022-2.28%-0.05%
AVALGrupo Aval Foreign Banks2.3822-0.63%-2.26%
BUSEFirst Busey Regional Banks22.90222.51%-7.74%
PRUPrudential  Life Insurance110.52210.04%6.57%
KRNLKernel  SPAC10.78210.00%0.28%
DCOMDime Community S&L18.83203.46%-30.08%
CHCOCity Holding Regional Banks103.11202.07%-6.48%
SHBIShore Bancshares Regional Banks10.51201.50%-26.28%
RMAXRE/MAX  Property Mgmt7.09201.00%-46.81%
RNPCohen & Steers REIT and Preferred ome Fund Closed-End Fund - Debt19.52200.44%-3.20%
INTRInter & Co Banks - Regional5.03200.30%-10.35%
OVBCOhio Valley Regional Banks23.50200.00%2.17%
HMSTHomeStreet  S&L11.0120-10.12%6.89%
COINCoinbase Global Financial Data & Stock Exchanges201.5320-1.21%16.63%
SIFISI  S&L42.4920-0.39%-2.16%
HYWHywin  Asset Mgmt0.8120-0.38%-56.38%
ONLOrion Office REIT - Office3.1220-0.16%-45.54%
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 7.65% and is currently outperforming the overall market by 2.96% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Good

XLF Daily Chart
Short Term Trend: Not Good
Overall Trend Score: 8
YTD Performance: 7.65%
**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 [709%] Hippo [139%] Gladstone Capital[100%]
Banco Macro[85%] Grupo Financiero[85%] EverQuote [65%]
Yiren Digital[63%] B. Riley[59%] LendingTree [57%]
Heritage Insurance[56%] Grupo Supervielle[53%] First [51%]
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
Root [31.4%] LendingTree [25.8%] Heartland [19.4%]
New York[17.7%] AdvisorShares Pure[15.7%] Douglas Elliman[12.2%]
Citizens [11.3%] AltC Acquisition[9.8%] USCB [8.2%]
Mercury General[7.8%] LendingClub [7.7%] Fulton [7.3%]
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[-66%] Texas Pacific[-64%] Hywin [-56%]
Fathom [-56%] Douglas Elliman[-54%] FRP [-52%]
AlTi Global[-50%] Fanhua [-50%] OppFi [-48%]
eHealth [-48%] RE/MAX [-47%] Orion Office[-46%]
.
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
Root [100] Mercury General[100] BankUnited [100]
Voya [100] AltC Acquisition[100] First Horizon[100]
CareTrust REIT[100] Heartland [100] LTC Properties[100]
PIMCO Access[100] One Liberty[100] UMH Properties[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  40.4880.28-0.857.65%
IAIBroker-Dealers & Secs 111.56280.17-1.282.79%
IYFFinancials  91.69390.59-0.527.35%
IYGFinancial Services  63.73390.39-1.356.69%
KRERegional Banking  48.24252.610.11-7.98%
VFHFinancials  98.04390.39-0.96.26%
KBEBank  45.28832.18-0.1-1.6%
FASFinancial Bull 3X 98.12150.72-2.4918.72%
FAZFinancial Bear 3X 11.1762-0.712.85-18.29%
UYGFinancials  62.35280.23-2.0412.95%
IATRegional Banks  41.50381.49-0.53-0.81%
KIEInsurance  49.06541.001.18.5%
EUFNEurope Financials  22.2354-0.11-1.056.04%
PGFFinancial Preferred  14.488-0.03-0.58-0.65%
 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 California Value Municipal Income TrustVCV Invesco California Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 495.407 Millions
Recent Price: 9.59    
Smart Investing & Trading Score: 23
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: 0.16%    
Year-to-date Change: -2.1%
VCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCV to Watchlist:       View:      Get Complete VCV Trend Analysis ➞

Stock Chart of Farmers & Merchants Bancorp, Inc.FMAO Farmers & Merchants Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 280.27 Millions
Recent Price: 21.29    
Smart Investing & Trading Score: 22
Day Percent Change: 3.85%    
Day Change: 0.79
Week Change: -1.98%    
Year-to-date Change: -14.2%
FMAO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMAO to Watchlist:       View:      Get Complete FMAO Trend Analysis ➞

Stock Chart of Unity Bancorp, Inc.UNTY Unity Bancorp, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 149.099 Millions
Recent Price: 27.41    
Smart Investing & Trading Score: 22
Day Percent Change: 3.20%    
Day Change: 0.85
Week Change: -0.76%    
Year-to-date Change: -7.4%
UNTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNTY to Watchlist:       View:      Get Complete UNTY Trend Analysis ➞

Stock Chart of Western Asset Mortgage Opportunity Fund Inc.DMO Western Asset Mortgage Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 156.503 Millions
Recent Price: 11.35    
Smart Investing & Trading Score: 22
Day Percent Change: 0.71%    
Day Change: 0.08
Week Change: 0.98%    
Year-to-date Change: 1.6%
DMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMO to Watchlist:       View:      Get Complete DMO Trend Analysis ➞

Stock Chart of Nuveen Select Maturities Municipal FundNIM Nuveen Select Maturities Municipal Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 122.307 Millions
Recent Price: 8.88    
Smart Investing & Trading Score: 22
Day Percent Change: 0.66%    
Day Change: 0.06
Week Change: 0.37%    
Year-to-date Change: 0.7%
NIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIM to Watchlist:       View:      Get Complete NIM Trend Analysis ➞

Stock Chart of Eaton Vance Limited Duration Income FundEVV Eaton Vance Limited Duration Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 1022.03 Millions
Recent Price: 9.45    
Smart Investing & Trading Score: 22
Day Percent Change: 0.64%    
Day Change: 0.06
Week Change: 0.11%    
Year-to-date Change: -1.4%
EVV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVV to Watchlist:       View:      Get Complete EVV Trend Analysis ➞

Stock Chart of Invesco Pennsylvania Value Municipal Income TrustVPV Invesco Pennsylvania Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 250.407 Millions
Recent Price: 9.95    
Smart Investing & Trading Score: 22
Day Percent Change: 0.40%    
Day Change: 0.04
Week Change: 0.51%    
Year-to-date Change: -0.5%
VPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VPV to Watchlist:       View:      Get Complete VPV Trend Analysis ➞

Stock Chart of CONX Corp.CONX CONX Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 223 Millions
Recent Price: 10.52    
Smart Investing & Trading Score: 22
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.38%    
Year-to-date Change: -1.7%
CONX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CONX to Watchlist:       View:      Get Complete CONX Trend Analysis ➞

Stock Chart of Tanger Factory Outlet Centers, Inc.SKT Tanger Factory Outlet Centers, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 720.214 Millions
Recent Price: 27.70    
Smart Investing & Trading Score: 22
Day Percent Change: -2.28%    
Day Change: -0.65
Week Change: -4.07%    
Year-to-date Change: -0.1%
SKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKT to Watchlist:       View:      Get Complete SKT Trend Analysis ➞

Stock Chart of Grupo Aval Acciones y Valores S.A.AVAL Grupo Aval Acciones y Valores S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1259.79 Millions
Recent Price: 2.38    
Smart Investing & Trading Score: 22
Day Percent Change: -0.63%    
Day Change: -0.02
Week Change: -2.26%    
Year-to-date Change: -2.3%
AVAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AVAL to Watchlist:       View:      Get Complete AVAL Trend Analysis ➞

Stock Chart of First Busey CorporationBUSE First Busey Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 876.97 Millions
Recent Price: 22.90    
Smart Investing & Trading Score: 22
Day Percent Change: 2.51%    
Day Change: 0.56
Week Change: 0.44%    
Year-to-date Change: -7.7%
BUSE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BUSE to Watchlist:       View:      Get Complete BUSE Trend Analysis ➞

Stock Chart of Prudential Financial, Inc.PRU Prudential Financial, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 21001.6 Millions
Recent Price: 110.52    
Smart Investing & Trading Score: 21
Day Percent Change: 0.04%    
Day Change: 0.04
Week Change: 0.02%    
Year-to-date Change: 6.6%
PRU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRU to Watchlist:       View:      Get Complete PRU Trend Analysis ➞

Stock Chart of Kernel Group Holdings, Inc.KRNL Kernel Group Holdings, Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 158 Millions
Recent Price: 10.78    
Smart Investing & Trading Score: 21
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 0.3%
KRNL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRNL to Watchlist:       View:      Get Complete KRNL Trend Analysis ➞

Stock Chart of Dime Community Bancshares, Inc.DCOM Dime Community Bancshares, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 477.83 Millions
Recent Price: 18.83    
Smart Investing & Trading Score: 20
Day Percent Change: 3.46%    
Day Change: 0.63
Week Change: -1.31%    
Year-to-date Change: -30.1%
DCOM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DCOM to Watchlist:       View:      Get Complete DCOM Trend Analysis ➞

Stock Chart of City Holding CompanyCHCO City Holding Company
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1059.59 Millions
Recent Price: 103.11    
Smart Investing & Trading Score: 20
Day Percent Change: 2.07%    
Day Change: 2.09
Week Change: -0.96%    
Year-to-date Change: -6.5%
CHCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHCO to Watchlist:       View:      Get Complete CHCO 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: 10.51    
Smart Investing & Trading Score: 20
Day Percent Change: 1.50%    
Day Change: 0.16
Week Change: -0.24%    
Year-to-date Change: -26.3%
SHBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SHBI to Watchlist:       View:      Get Complete SHBI Trend Analysis ➞

Stock Chart of RE/MAX Holdings, Inc.RMAX RE/MAX Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 334.742 Millions
Recent Price: 7.09    
Smart Investing & Trading Score: 20
Day Percent Change: 1.00%    
Day Change: 0.07
Week Change: 0.42%    
Year-to-date Change: -46.8%
RMAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMAX to Watchlist:       View:      Get Complete RMAX Trend Analysis ➞

Stock Chart of Cohen & Steers REIT and Preferred Income Fund, Inc.RNP Cohen & Steers REIT and Preferred Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 634.507 Millions
Recent Price: 19.52    
Smart Investing & Trading Score: 20
Day Percent Change: 0.44%    
Day Change: 0.09
Week Change: -1.29%    
Year-to-date Change: -3.2%
RNP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RNP to Watchlist:       View:      Get Complete RNP Trend Analysis ➞

Stock Chart of Inter & Co, Inc.INTR Inter & Co, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1250 Millions
Recent Price: 5.03    
Smart Investing & Trading Score: 20
Day Percent Change: 0.30%    
Day Change: 0.02
Week Change: -3.37%    
Year-to-date Change: -10.4%
INTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INTR to Watchlist:       View:      Get Complete INTR 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 HomeStreet, Inc.HMST HomeStreet, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 535.33 Millions
Recent Price: 11.01    
Smart Investing & Trading Score: 20
Day Percent Change: -10.12%    
Day Change: -1.24
Week Change: -8.63%    
Year-to-date Change: 6.9%
HMST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HMST to Watchlist:       View:      Get Complete HMST Trend Analysis ➞

Stock Chart of Coinbase Global, Inc.COIN Coinbase Global, Inc.
Sector: Financials
SubSector: Financial Data & Stock Exchanges
MarketCap: 16390 Millions
Recent Price: 201.53    
Smart Investing & Trading Score: 20
Day Percent Change: -1.21%    
Day Change: -2.46
Week Change: -14.77%    
Year-to-date Change: 16.6%
COIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COIN to Watchlist:       View:      Get Complete COIN Trend Analysis ➞

Stock Chart of SI Financial Group, Inc.SIFI SI Financial Group, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 171.5 Millions
Recent Price: 42.49    
Smart Investing & Trading Score: 20
Day Percent Change: -0.39%    
Day Change: -0.17
Week Change: -0.01%    
Year-to-date Change: -2.2%
SIFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIFI to Watchlist:       View:      Get Complete SIFI Trend Analysis ➞

Stock Chart of Hywin Holdings Ltd.HYW Hywin Holdings Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 161 Millions
Recent Price: 0.81    
Smart Investing & Trading Score: 20
Day Percent Change: -0.38%    
Day Change: 0.00
Week Change: -4.78%    
Year-to-date Change: -56.4%
HYW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYW to Watchlist:       View:      Get Complete HYW Trend Analysis ➞

Stock Chart of Orion Office REIT Inc.ONL Orion Office REIT Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 375 Millions
Recent Price: 3.12    
Smart Investing & Trading Score: 20
Day Percent Change: -0.16%    
Day Change: 0.00
Week Change: -4.15%    
Year-to-date Change: -45.5%
ONL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ONL to Watchlist:       View:      Get Complete ONL Trend Analysis ➞

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