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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 28 (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 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
28 / 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%
APCAAP Acquisition SPAC11.36580.00%2.07%
ISDPGIM High Closed-End Fund - Debt12.57570.24%2.03%
SBXCSilverBox Corp SPAC10.55440.00%2.03%
SLAMUSlam  SPAC11.07680.00%2.03%
AACTAres Acquisition SPAC10.63510.09%2.02%
QYLGGlobal X Exchange Traded Fund29.4117-0.24%2.01%
BYNObyNordic Acquisition SPAC11.17650.18%2.01%
DFAIDimensional  Exchange Traded Fund29.2128-0.24%1.99%
AVKAdvent Convertible Closed-End Fund - Debt11.61300.30%1.98%
DFPFlaherty & Crumrine Dynamic Preferred and ome Fund Closed-End Fund - Debt18.10230.28%1.97%
AIFApollo Tactical Asset Mgmt14.23430.53%1.97%
FRTFederal Realty REIT - Retail105.071000.86%1.96%
ISRLIsrael Acquisitions SPAC10.9100.00%1.96%
DMFBNY  Asset Mgmt6.6347-0.53%1.92%
EVEEVe Mobility SPAC11.02610.18%1.90%
FOFCohen & Steers Closed-End Opportunity Fund Closed-End Fund - Equity11.41810.53%1.88%
BKNBlackRock  Closed-End Fund - Debt12.08430.58%1.85%
XHRXenia Hotels REIT13.87100.00%1.84%
FULTFulton  Regional Banks16.76931.27%1.82%
ESNTEssent  Mortgage53.70451.38%1.82%
OXLCOxford Lane Closed-End Fund - Debt5.03590.80%1.82%
RMRegional Management Credit Services25.53631.27%1.79%
SIXL6 Meridian Exchange Traded Fund33.6943-0.52%1.76%
ISRLUIsrael Acquisitions SPAC10.97230.00%1.76%
DMLPDorchester Minerals  Investments32.38260.34%1.73%
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: 28
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] LendingClub [100] TPG RE[100]
Mercury General[100] USCB [100] BankUnited [100]
Voya [100] Peoples Bancorp[100] Univest [100]
Preferred Bank[100] Camden National[100] AltC Acquisition[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  40.48280.28-0.857.65%
IAIBroker-Dealers & Secs 111.56410.17-1.282.79%
IYFFinancials  91.69460.59-0.527.35%
IYGFinancial Services  63.73280.39-1.356.69%
KRERegional Banking  48.24732.610.11-7.98%
VFHFinancials  98.04280.39-0.96.26%
KBEBank  45.28882.18-0.1-1.6%
FASFinancial Bull 3X 98.12150.72-2.4918.72%
FAZFinancial Bear 3X 11.1749-0.712.85-18.29%
UYGFinancials  62.35280.23-2.0412.95%
IATRegional Banks  41.50641.49-0.53-0.81%
KIEInsurance  49.06541.001.18.5%
EUFNEurope Financials  22.2341-0.11-1.056.04%
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 AP Acquisition Corp.APCA AP Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 233 Millions
Recent Price: 11.36    
Smart Investing & Trading Score: 58
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.1%
APCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APCA to Watchlist:       View:      Get Complete APCA Trend Analysis ➞

Stock Chart of PGIM High Yield Bond Fund, IncISD PGIM High Yield Bond Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 341.507 Millions
Recent Price: 12.57    
Smart Investing & Trading Score: 57
Day Percent Change: 0.24%    
Day Change: 0.03
Week Change: 0.72%    
Year-to-date Change: 2.0%
ISD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISD to Watchlist:       View:      Get Complete ISD Trend Analysis ➞

Stock Chart of SilverBox Corp IIISBXC SilverBox Corp III
Sector: Financials
SubSector: SPAC
MarketCap: 174 Millions
Recent Price: 10.55    
Smart Investing & Trading Score: 44
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.0%
SBXC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBXC to Watchlist:       View:      Get Complete SBXC Trend Analysis ➞

Stock Chart of Slam Corp.SLAMU Slam Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 422 Millions
Recent Price: 11.07    
Smart Investing & Trading Score: 68
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.09%    
Year-to-date Change: 2.0%
SLAMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLAMU to Watchlist:       View:      Get Complete SLAMU Trend Analysis ➞

Stock Chart of Ares Acquisition Corporation IIAACT Ares Acquisition Corporation II
Sector: Financials
SubSector: SPAC
MarketCap: 639 Millions
Recent Price: 10.63    
Smart Investing & Trading Score: 51
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.09%    
Year-to-date Change: 2.0%
AACT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AACT to Watchlist:       View:      Get Complete AACT Trend Analysis ➞

Stock Chart of Global X Nasdaq 100 Covered Call & Growth ETFQYLG Global X Nasdaq 100 Covered Call & Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.41    
Smart Investing & Trading Score: 17
Day Percent Change: -0.24%    
Day Change: -0.07
Week Change: -1.24%    
Year-to-date Change: 2.0%
QYLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QYLG to Watchlist:       View:      Get Complete QYLG Trend Analysis ➞

Stock Chart of byNordic Acquisition CorporationBYNO byNordic Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 254 Millions
Recent Price: 11.17    
Smart Investing & Trading Score: 65
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: 0.27%    
Year-to-date Change: 2.0%
BYNO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BYNO to Watchlist:       View:      Get Complete BYNO Trend Analysis ➞

Stock Chart of Dimensional International Core Equity Market ETFDFAI Dimensional International Core Equity Market ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.21    
Smart Investing & Trading Score: 28
Day Percent Change: -0.24%    
Day Change: -0.07
Week Change: -1.18%    
Year-to-date Change: 2.0%
DFAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFAI to Watchlist:       View:      Get Complete DFAI Trend Analysis ➞

Stock Chart of Advent Convertible and Income FundAVK Advent Convertible and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 354.207 Millions
Recent Price: 11.61    
Smart Investing & Trading Score: 30
Day Percent Change: 0.30%    
Day Change: 0.04
Week Change: 0.3%    
Year-to-date Change: 2.0%
AVK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AVK to Watchlist:       View:      Get Complete AVK Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 312.007 Millions
Recent Price: 18.10    
Smart Investing & Trading Score: 23
Day Percent Change: 0.28%    
Day Change: 0.05
Week Change: 0.17%    
Year-to-date Change: 2.0%
DFP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFP to Watchlist:       View:      Get Complete DFP Trend Analysis ➞

Stock Chart of Apollo Tactical Income Fund Inc.AIF Apollo Tactical Income Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 146.803 Millions
Recent Price: 14.23    
Smart Investing & Trading Score: 43
Day Percent Change: 0.53%    
Day Change: 0.07
Week Change: 0.11%    
Year-to-date Change: 2.0%
AIF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIF to Watchlist:       View:      Get Complete AIF Trend Analysis ➞

Stock Chart of Federal Realty Investment TrustFRT Federal Realty Investment Trust
Sector: Financials
SubSector: REIT - Retail
MarketCap: 5878.64 Millions
Recent Price: 105.07    
Smart Investing & Trading Score: 100
Day Percent Change: 0.86%    
Day Change: 0.90
Week Change: 2.82%    
Year-to-date Change: 2.0%
FRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRT to Watchlist:       View:      Get Complete FRT Trend Analysis ➞

Stock Chart of Israel Acquisitions CorpISRL Israel Acquisitions Corp
Sector: Financials
SubSector: SPAC
MarketCap: 207 Millions
Recent Price: 10.91    
Smart Investing & Trading Score: 0
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.18%    
Year-to-date Change: 2.0%
ISRL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISRL to Watchlist:       View:      Get Complete ISRL Trend Analysis ➞

Stock Chart of BNY Mellon Municipal Income, Inc.DMF BNY Mellon Municipal Income, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 146.403 Millions
Recent Price: 6.63    
Smart Investing & Trading Score: 47
Day Percent Change: -0.53%    
Day Change: -0.04
Week Change: -0.23%    
Year-to-date Change: 1.9%
DMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMF to Watchlist:       View:      Get Complete DMF Trend Analysis ➞

Stock Chart of EVe Mobility Acquisition CorpEVE EVe Mobility Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 164 Millions
Recent Price: 11.02    
Smart Investing & Trading Score: 61
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: 0.36%    
Year-to-date Change: 1.9%
EVE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVE to Watchlist:       View:      Get Complete EVE Trend Analysis ➞

Stock Chart of Cohen & Steers Closed-End Opportunity Fund, Inc.FOF Cohen & Steers Closed-End Opportunity Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 199.747 Millions
Recent Price: 11.41    
Smart Investing & Trading Score: 81
Day Percent Change: 0.53%    
Day Change: 0.06
Week Change: 0.35%    
Year-to-date Change: 1.9%
FOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FOF to Watchlist:       View:      Get Complete FOF Trend Analysis ➞

Stock Chart of BlackRock Investment Quality Municipal Trust Inc.BKN BlackRock Investment Quality Municipal Trust Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 221.707 Millions
Recent Price: 12.08    
Smart Investing & Trading Score: 43
Day Percent Change: 0.58%    
Day Change: 0.07
Week Change: 0.17%    
Year-to-date Change: 1.9%
BKN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKN to Watchlist:       View:      Get Complete BKN Trend Analysis ➞

Stock Chart of Xenia Hotels & Resorts, Inc.XHR Xenia Hotels & Resorts, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1058.24 Millions
Recent Price: 13.87    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.84%    
Year-to-date Change: 1.8%
XHR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XHR to Watchlist:       View:      Get Complete XHR Trend Analysis ➞

Stock Chart of Fulton Financial CorporationFULT Fulton Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 2030.89 Millions
Recent Price: 16.76    
Smart Investing & Trading Score: 93
Day Percent Change: 1.27%    
Day Change: 0.21
Week Change: 7.3%    
Year-to-date Change: 1.8%
FULT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FULT to Watchlist:       View:      Get Complete FULT Trend Analysis ➞

Stock Chart of Essent Group Ltd.ESNT Essent Group Ltd.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2806.19 Millions
Recent Price: 53.70    
Smart Investing & Trading Score: 45
Day Percent Change: 1.38%    
Day Change: 0.73
Week Change: -0.52%    
Year-to-date Change: 1.8%
ESNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESNT to Watchlist:       View:      Get Complete ESNT Trend Analysis ➞

Stock Chart of Oxford Lane Capital Corp.OXLC Oxford Lane Capital Corp.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 235.907 Millions
Recent Price: 5.03    
Smart Investing & Trading Score: 59
Day Percent Change: 0.80%    
Day Change: 0.04
Week Change: 1%    
Year-to-date Change: 1.8%
OXLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXLC to Watchlist:       View:      Get Complete OXLC Trend Analysis ➞

Stock Chart of Regional Management Corp.RM Regional Management Corp.
Sector: Financials
SubSector: Credit Services
MarketCap: 148.008 Millions
Recent Price: 25.53    
Smart Investing & Trading Score: 63
Day Percent Change: 1.27%    
Day Change: 0.32
Week Change: -3.37%    
Year-to-date Change: 1.8%
RM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RM to Watchlist:       View:      Get Complete RM Trend Analysis ➞

Stock Chart of 6 Meridian Low Beta Equity Strategy ETFSIXL 6 Meridian Low Beta Equity Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 33.69    
Smart Investing & Trading Score: 43
Day Percent Change: -0.52%    
Day Change: -0.18
Week Change: -0.52%    
Year-to-date Change: 1.8%
SIXL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXL to Watchlist:       View:      Get Complete SIXL Trend Analysis ➞

Stock Chart of Israel Acquisitions CorpISRLU Israel Acquisitions Corp
Sector: Financials
SubSector: SPAC
MarketCap: 208 Millions
Recent Price: 10.97    
Smart Investing & Trading Score: 23
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 1.8%
ISRLU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISRLU to Watchlist:       View:      Get Complete ISRLU Trend Analysis ➞

Stock Chart of Dorchester Minerals, L.P.DMLP Dorchester Minerals, L.P.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 363.17 Millions
Recent Price: 32.38    
Smart Investing & Trading Score: 26
Day Percent Change: 0.34%    
Day Change: 0.11
Week Change: -2.03%    
Year-to-date Change: 1.7%
DMLP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMLP to Watchlist:       View:      Get Complete DMLP Trend Analysis ➞

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