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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 %
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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 PriceSmart Investing & Trading ScoreChange %Weekly Change%
VVisa  Credit Services271.3731-0.48%-1.66%
MYDBlackRock MuniYield Closed-End Fund - Debt10.6421-0.84%-1.66%
EXPIeXp World Property Mgmt10.00502.56%-1.67%
NBTBNBT Bancorp Regional Banks33.29250.82%-1.68%
IQSIIQ Candriam Exchange Traded Fund28.3923-0.22%-1.68%
PTACohen & Steers Tax-Advantaged Preferred Securities and ome Fund Closed-End Fund - Debt18.3125-0.08%-1.69%
TCBKTriCo Bancshares Regional Banks32.07200.94%-1.69%
HQLTekla Life Closed-End Fund - Equity12.79100.00%-1.69%
BYMBlackRock Municipal Closed-End Fund - Debt11.0415-0.45%-1.69%
CMCanadian Imperial Banks47.22480.36%-1.69%
OHIOmega Healthcare REIT29.98360.07%-1.70%
EOIEaton Vance Closed-End Fund - Equity17.8949-0.06%-1.70%
NBNNortheast Bank Regional Banks50.82170.61%-1.70%
ATLCPAtlanticus  Credit Services22.78560.29%-1.70%
CADECadence Ban Regional Banks26.3710-0.94%-1.71%
SASRSandy Spring Regional Banks19.95350.71%-1.72%
BXMTBlackstone Mortgage Mortgage18.33250.55%-1.72%
NFJAllianzGI NFJ Closed-End Fund - Equity11.83180.08%-1.74%
CCDCalamos Dynamic Closed-End Fund - Equity20.95540.38%-1.74%
RWTRedwood Trust Mortgage5.63252.18%-1.75%
WTFCWintrust  Regional Banks95.30220.36%-1.75%
TSBKTimberland Bancorp S&L24.3728-0.69%-1.75%
EDFStone Harbor Asset Mgmt5.0148-0.20%-1.76%
CETCentral Securities Asset Mgmt40.2144-0.40%-1.76%
NXRTNexPoint Residential REIT31.33491.79%-1.76%
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[44.4%] Medical Properties[25.1%] Globe Life[10%]
James River[8.9%] GoHealth [7.5%] Victory Capital[6.9%]
Bancorp [5.4%] Huize Holding[5.3%] Green Dot[5.3%]
LCNB [5.2%] 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%] Fanhua [-49%]
C&F [-48%] 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] Victory Capital[100] TCG BDC[100]
Macatawa Bank[100] Stellus Capital[100] Goldman Sachs[100]
Angel Oak[95] HDFC Bank[93] Charles Schwab[93]
Fidus [93] Western Asset[93] BlackRock MuniYield[93]
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 110.51560.14-0.291.82%
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  82.33430.45-0.44.77%
VFHFinancials  96.40560.39-0.84.49%
KBEBank  43.40300.70-0.89-5.69%
FASFinancial Bull 3X 94.14561.00-2.1613.9%
FAZFinancial Bear 3X 11.6640-0.852.19-14.7%
UYGFinancials  60.75560.70-1.1710.05%
IATRegional Banks  39.74270.28-1.73-5.02%
KIEInsurance  48.28511.17-0.086.77%
PSCFSmallCap Financials  44.7615-0.22-1.43-8.99%
EUFNEurope Financials  21.87560.28-0.094.34%
PGFFinancial Preferred  14.4518-0.28-1.57-0.89%
 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 Visa Inc.V Visa Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 340798 Millions
Recent Price: 271.37    
Smart Investing & Trading Score: 31
Day Percent Change: -0.48%    
Day Change: -1.32
Week Change: -1.66%    
Year-to-date Change: 4.2%
V Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add V to Watchlist:       View:      Get Complete V Trend Analysis ➞

Stock Chart of BlackRock MuniYield Fund, Inc.MYD BlackRock MuniYield Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 529.207 Millions
Recent Price: 10.64    
Smart Investing & Trading Score: 21
Day Percent Change: -0.84%    
Day Change: -0.09
Week Change: -1.66%    
Year-to-date Change: -1.3%
MYD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYD to Watchlist:       View:      Get Complete MYD Trend Analysis ➞

Stock Chart of eXp World Holdings, Inc.EXPI eXp World Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 448.042 Millions
Recent Price: 10.00    
Smart Investing & Trading Score: 50
Day Percent Change: 2.56%    
Day Change: 0.25
Week Change: -1.67%    
Year-to-date Change: -35.6%
EXPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EXPI to Watchlist:       View:      Get Complete EXPI Trend Analysis ➞

Stock Chart of NBT Bancorp Inc.NBTB NBT Bancorp Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 1451.89 Millions
Recent Price: 33.29    
Smart Investing & Trading Score: 25
Day Percent Change: 0.82%    
Day Change: 0.27
Week Change: -1.68%    
Year-to-date Change: -20.6%
NBTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBTB to Watchlist:       View:      Get Complete NBTB Trend Analysis ➞

Stock Chart of IQ Candriam ESG International Equity ETFIQSI IQ Candriam ESG International Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 28.39    
Smart Investing & Trading Score: 23
Day Percent Change: -0.22%    
Day Change: -0.06
Week Change: -1.68%    
Year-to-date Change: 0.6%
IQSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IQSI to Watchlist:       View:      Get Complete IQSI Trend Analysis ➞

Stock Chart of Cohen & Steers Tax-Advantaged Preferred Securities and Income FundPTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 963 Millions
Recent Price: 18.31    
Smart Investing & Trading Score: 25
Day Percent Change: -0.08%    
Day Change: -0.02
Week Change: -1.69%    
Year-to-date Change: 1.2%
PTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTA to Watchlist:       View:      Get Complete PTA Trend Analysis ➞

Stock Chart of TriCo BancsharesTCBK TriCo Bancshares
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 875.129 Millions
Recent Price: 32.07    
Smart Investing & Trading Score: 20
Day Percent Change: 0.94%    
Day Change: 0.30
Week Change: -1.69%    
Year-to-date Change: -25.4%
TCBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCBK to Watchlist:       View:      Get Complete TCBK Trend Analysis ➞

Stock Chart of Tekla Life Sciences InvestorsHQL Tekla Life Sciences Investors
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 289.947 Millions
Recent Price: 12.79    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.69%    
Year-to-date Change: -5.0%
HQL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HQL to Watchlist:       View:      Get Complete HQL Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Quality TrustBYM BlackRock Municipal Income Quality Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 306.507 Millions
Recent Price: 11.04    
Smart Investing & Trading Score: 15
Day Percent Change: -0.45%    
Day Change: -0.05
Week Change: -1.69%    
Year-to-date Change: -1.5%
BYM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BYM to Watchlist:       View:      Get Complete BYM Trend Analysis ➞

Stock Chart of Canadian Imperial Bank of CommerceCM Canadian Imperial Bank of Commerce
Sector: Financials
SubSector: Money Center Banks
MarketCap: 27150.5 Millions
Recent Price: 47.22    
Smart Investing & Trading Score: 48
Day Percent Change: 0.36%    
Day Change: 0.17
Week Change: -1.69%    
Year-to-date Change: -1.9%
CM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CM to Watchlist:       View:      Get Complete CM Trend Analysis ➞

Stock Chart of Omega Healthcare Investors, Inc.OHI Omega Healthcare Investors, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 6433.84 Millions
Recent Price: 29.98    
Smart Investing & Trading Score: 36
Day Percent Change: 0.07%    
Day Change: 0.02
Week Change: -1.7%    
Year-to-date Change: -2.2%
OHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OHI to Watchlist:       View:      Get Complete OHI Trend Analysis ➞

Stock Chart of Eaton Vance Enhanced Equity Income FundEOI Eaton Vance Enhanced Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 406.247 Millions
Recent Price: 17.89    
Smart Investing & Trading Score: 49
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: -1.7%    
Year-to-date Change: 7.9%
EOI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOI to Watchlist:       View:      Get Complete EOI Trend Analysis ➞

Stock Chart of Northeast BankNBN Northeast Bank
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 114.199 Millions
Recent Price: 50.82    
Smart Investing & Trading Score: 17
Day Percent Change: 0.61%    
Day Change: 0.31
Week Change: -1.7%    
Year-to-date Change: -7.9%
NBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBN to Watchlist:       View:      Get Complete NBN Trend Analysis ➞

Stock Chart of Atlanticus Holdings CorporationATLCP Atlanticus Holdings Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 608 Millions
Recent Price: 22.78    
Smart Investing & Trading Score: 56
Day Percent Change: 0.29%    
Day Change: 0.07
Week Change: -1.7%    
Year-to-date Change: 0.3%
ATLCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ATLCP to Watchlist:       View:      Get Complete ATLCP Trend Analysis ➞

Stock Chart of Cadence BancorporationCADE Cadence Bancorporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 756.335 Millions
Recent Price: 26.37    
Smart Investing & Trading Score: 10
Day Percent Change: -0.94%    
Day Change: -0.25
Week Change: -1.71%    
Year-to-date Change: -10.9%
CADE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CADE to Watchlist:       View:      Get Complete CADE Trend Analysis ➞

Stock Chart of Sandy Spring Bancorp, Inc.SASR Sandy Spring Bancorp, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 764.659 Millions
Recent Price: 19.95    
Smart Investing & Trading Score: 35
Day Percent Change: 0.71%    
Day Change: 0.14
Week Change: -1.72%    
Year-to-date Change: -26.8%
SASR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SASR to Watchlist:       View:      Get Complete SASR Trend Analysis ➞

Stock Chart of Blackstone Mortgage Trust, Inc.BXMT Blackstone Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2820.69 Millions
Recent Price: 18.33    
Smart Investing & Trading Score: 25
Day Percent Change: 0.55%    
Day Change: 0.10
Week Change: -1.72%    
Year-to-date Change: -13.8%
BXMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXMT to Watchlist:       View:      Get Complete BXMT Trend Analysis ➞

Stock Chart of AllianzGI NFJ Dividend, Interest & Premium Strategy FundNFJ AllianzGI NFJ Dividend, Interest & Premium Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 783.047 Millions
Recent Price: 11.83    
Smart Investing & Trading Score: 18
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: -1.74%    
Year-to-date Change: -6.1%
NFJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NFJ to Watchlist:       View:      Get Complete NFJ Trend Analysis ➞

Stock Chart of Calamos Dynamic Convertible and Income FundCCD Calamos Dynamic Convertible and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 329.047 Millions
Recent Price: 20.95    
Smart Investing & Trading Score: 54
Day Percent Change: 0.38%    
Day Change: 0.08
Week Change: -1.74%    
Year-to-date Change: 5.9%
CCD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCD to Watchlist:       View:      Get Complete CCD Trend Analysis ➞

Stock Chart of Redwood Trust, Inc.RWT Redwood Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 674.739 Millions
Recent Price: 5.63    
Smart Investing & Trading Score: 25
Day Percent Change: 2.18%    
Day Change: 0.12
Week Change: -1.75%    
Year-to-date Change: -24.0%
RWT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RWT to Watchlist:       View:      Get Complete RWT Trend Analysis ➞

Stock Chart of Wintrust Financial CorporationWTFC Wintrust Financial Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 1942.6 Millions
Recent Price: 95.30    
Smart Investing & Trading Score: 22
Day Percent Change: 0.36%    
Day Change: 0.34
Week Change: -1.75%    
Year-to-date Change: 2.8%
WTFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WTFC to Watchlist:       View:      Get Complete WTFC Trend Analysis ➞

Stock Chart of Timberland Bancorp, Inc.TSBK Timberland Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 155.03 Millions
Recent Price: 24.37    
Smart Investing & Trading Score: 28
Day Percent Change: -0.69%    
Day Change: -0.17
Week Change: -1.75%    
Year-to-date Change: -22.5%
TSBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSBK to Watchlist:       View:      Get Complete TSBK Trend Analysis ➞

Stock Chart of Stone Harbor Emerging Markets Income FundEDF Stone Harbor Emerging Markets Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 108.203 Millions
Recent Price: 5.01    
Smart Investing & Trading Score: 48
Day Percent Change: -0.20%    
Day Change: -0.01
Week Change: -1.76%    
Year-to-date Change: 16.2%
EDF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDF to Watchlist:       View:      Get Complete EDF Trend Analysis ➞

Stock Chart of Central Securities Corp.CET Central Securities Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 574.703 Millions
Recent Price: 40.21    
Smart Investing & Trading Score: 44
Day Percent Change: -0.40%    
Day Change: -0.16
Week Change: -1.76%    
Year-to-date Change: 6.5%
CET Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CET to Watchlist:       View:      Get Complete CET Trend Analysis ➞

Stock Chart of NexPoint Residential Trust, Inc.NXRT NexPoint Residential Trust, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 839.161 Millions
Recent Price: 31.33    
Smart Investing & Trading Score: 49
Day Percent Change: 1.79%    
Day Change: 0.55
Week Change: -1.76%    
Year-to-date Change: -9.0%
NXRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXRT to Watchlist:       View:      Get Complete NXRT Trend Analysis ➞

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