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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
May 5, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

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 36 and hence an improvement of trend.

 Year To Date Performance: 7.85 %
 Weekly Performance: -0.66 %
 Daily Performance: 0.22 %
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 PriceSmart Investing & Trading ScoreChange %YTD Change%
GTYGetty Realty REIT - Retail27.651000.00%-5.37%
FBRTFranklin BSP REIT - Mortgage12.89770.62%-5.42%
OCSLOaktree Specialty Credit Services19.30220.05%-5.48%
GDOWestern Asset Asset Mgmt12.06500.84%-5.56%
STBAS&T Bancorp Regional Banks31.55930.06%-5.60%
SFBSServisFirst Bancshares Foreign Banks62.83802.00%-5.70%
PNFPPinnacle  Regional Banks82.19701.66%-5.77%
WSRWhitestone REIT REIT - Retail11.5840-1.70%-5.78%
AMALAmalgamated Bank Regional Banks25.38900.75%-5.79%
HASIHannon Armstrong REIT - 25.98833.01%-5.80%
BKTBlackRock ome Closed-End Fund - Debt11.47640.97%-5.83%
BANFBancFirst  Regional - Southwest Banks91.6288-0.27%-5.87%
NBBNuveen Taxable Asset Mgmt14.86620.81%-5.89%
BLKBlackRock  Asset Mgmt763.91570.91%-5.90%
BTOJohn Hancock Closed-End Fund - Equity28.30671.14%-5.92%
PFLTPennantPark Floating Asset Mgmt11.38380.71%-5.95%
DRHDiamondRock Hospitality REIT8.83250.68%-5.96%
LKFNLakeland  Regional Banks61.2362-0.10%-6.03%
TWOTwo Harbors Mortgage13.091001.63%-6.03%
ABCBAmeris Bancorp Regional Banks49.821002.34%-6.09%
VTRVentas  REIT46.791001.23%-6.12%
OZKBank OZK Regional Banks46.751001.08%-6.18%
TCBITexas Capital Regional - Southwest Banks60.581001.15%-6.27%
VRTSVirtus  Asset Mgmt226.60471.49%-6.27%
SRCE1st Source Regional Banks51.4595-0.37%-6.37%
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 7.85% and is currently outperforming the overall market by 0.97% 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: Very Good
Overall Trend Score: 53
YTD Performance: 7.85%
**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 [437%] Banco Macro[110%] Hippo [103%]
Gladstone Capital[100%] Grupo Financiero[99%] Banco BBVA[93%]
EverQuote [78%] Grupo Supervielle[69%] Yiren Digital[67%]
LendingTree [63%] Lufax Holding[53%] Victory Capital[52%]
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
Office Properties[42.8%] LendingTree [30.4%] SelectQuote [26.7%]
Heartland [23%] Industrial Logistics[20.4%] New York[18.9%]
KE [17.8%] Banco Macro[17.2%] Douglas Elliman[16.4%]
Siebert [14.9%] eXp World[14.8%] LendingClub [14.6%]
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[-65%] Texas Pacific[-64%] Office Properties[-61%]
Hywin [-59%] Fathom [-54%] Douglas Elliman[-53%]
FRP [-51%] AlTi Global[-50%] Fanhua [-48%]
OppFi [-46%] eHealth [-46%] Fangdd Network[-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
Siebert [100] Office Properties[100] Banco BBVA[100]
AG Mortgage[100] Grupo Financiero[100] Banco Macro[100]
Global X[100] Grupo Supervielle[100] Reinsurance [100]
Camden Property[100] Noah [100] KE [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  40.55530.22-0.667.85%
IAIBroker-Dealers & Secs 114.27950.981.115.29%
IYFFinancials  92.47780.380.338.27%
IYGFinancial Services  64.09600.31-0.87.29%
KRERegional Banking  49.651001.293.03-5.3%
IXGGlobal Financials  84.84850.870.777.97%
VFHFinancials  98.70730.34-0.236.98%
KBEBank  46.391001.162.340.8%
FASFinancial Bull 3X 98.83600.95-1.7919.58%
FAZFinancial Bear 3X 11.0817-0.892.03-18.95%
UYGFinancials  62.79600.56-1.3513.75%
IATRegional Banks  42.291000.931.371.08%
KIEInsurance  49.48600.391.969.42%
PSCFSmallCap Financials  47.281000.771.98-3.86%
EUFNEurope Financials  22.65850.240.828.04%
PGFFinancial Preferred  14.85641.431.921.85%
 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 Getty Realty Corp.GTY Getty Realty Corp.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 926.114 Millions
Recent Price: 27.65    
Smart Investing & Trading Score: 100
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 2.71%    
Year-to-date Change: -5.4%
GTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GTY to Watchlist:       View:      Get Complete GTY Trend Analysis ➞

Stock Chart of Franklin BSP Realty Trust, Inc.FBRT Franklin BSP Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1170 Millions
Recent Price: 12.89    
Smart Investing & Trading Score: 77
Day Percent Change: 0.62%    
Day Change: 0.08
Week Change: 1.18%    
Year-to-date Change: -5.4%
FBRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBRT to Watchlist:       View:      Get Complete FBRT Trend Analysis ➞

Stock Chart of Oaktree Specialty Lending CorporationOCSL Oaktree Specialty Lending Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 353.808 Millions
Recent Price: 19.30    
Smart Investing & Trading Score: 22
Day Percent Change: 0.05%    
Day Change: 0.01
Week Change: -2.67%    
Year-to-date Change: -5.5%
OCSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCSL to Watchlist:       View:      Get Complete OCSL Trend Analysis ➞

Stock Chart of Western Asset Global Corporate Defined Opportunity Fund Inc.GDO Western Asset Global Corporate Defined Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 194.203 Millions
Recent Price: 12.06    
Smart Investing & Trading Score: 50
Day Percent Change: 0.84%    
Day Change: 0.10
Week Change: 1.01%    
Year-to-date Change: -5.6%
GDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDO to Watchlist:       View:      Get Complete GDO Trend Analysis ➞

Stock Chart of S&T Bancorp, Inc.STBA S&T Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 1136.99 Millions
Recent Price: 31.55    
Smart Investing & Trading Score: 93
Day Percent Change: 0.06%    
Day Change: 0.02
Week Change: 1.84%    
Year-to-date Change: -5.6%
STBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STBA to Watchlist:       View:      Get Complete STBA Trend Analysis ➞

Stock Chart of ServisFirst Bancshares, Inc.SFBS ServisFirst Bancshares, Inc.
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 1596.71 Millions
Recent Price: 62.83    
Smart Investing & Trading Score: 80
Day Percent Change: 2.00%    
Day Change: 1.23
Week Change: 3.42%    
Year-to-date Change: -5.7%
SFBS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SFBS to Watchlist:       View:      Get Complete SFBS Trend Analysis ➞

Stock Chart of Pinnacle Financial Partners, Inc.PNFP Pinnacle Financial Partners, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 2771.75 Millions
Recent Price: 82.19    
Smart Investing & Trading Score: 70
Day Percent Change: 1.66%    
Day Change: 1.34
Week Change: 2.37%    
Year-to-date Change: -5.8%
PNFP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNFP to Watchlist:       View:      Get Complete PNFP Trend Analysis ➞

Stock Chart of Whitestone REITWSR Whitestone REIT
Sector: Financials
SubSector: REIT - Retail
MarketCap: 316.114 Millions
Recent Price: 11.58    
Smart Investing & Trading Score: 40
Day Percent Change: -1.70%    
Day Change: -0.20
Week Change: 1.85%    
Year-to-date Change: -5.8%
WSR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WSR to Watchlist:       View:      Get Complete WSR Trend Analysis ➞

Stock Chart of Amalgamated BankAMAL Amalgamated Bank
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 321.899 Millions
Recent Price: 25.38    
Smart Investing & Trading Score: 90
Day Percent Change: 0.75%    
Day Change: 0.19
Week Change: 3.17%    
Year-to-date Change: -5.8%
AMAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMAL to Watchlist:       View:      Get Complete AMAL Trend Analysis ➞

Stock Chart of Hannon Armstrong Sustainable Infrastructure Capital, Inc.HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1405.93 Millions
Recent Price: 25.98    
Smart Investing & Trading Score: 83
Day Percent Change: 3.01%    
Day Change: 0.76
Week Change: 0.08%    
Year-to-date Change: -5.8%
HASI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HASI to Watchlist:       View:      Get Complete HASI Trend Analysis ➞

Stock Chart of BlackRock Income Trust, Inc.BKT BlackRock Income Trust, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 357.807 Millions
Recent Price: 11.47    
Smart Investing & Trading Score: 64
Day Percent Change: 0.97%    
Day Change: 0.11
Week Change: 2.14%    
Year-to-date Change: -5.8%
BKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKT to Watchlist:       View:      Get Complete BKT Trend Analysis ➞

Stock Chart of BancFirst CorporationBANF BancFirst Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1068.65 Millions
Recent Price: 91.62    
Smart Investing & Trading Score: 88
Day Percent Change: -0.27%    
Day Change: -0.25
Week Change: 2.85%    
Year-to-date Change: -5.9%
BANF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BANF to Watchlist:       View:      Get Complete BANF 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: 14.86    
Smart Investing & Trading Score: 62
Day Percent Change: 0.81%    
Day Change: 0.12
Week Change: 1.64%    
Year-to-date Change: -5.9%
NBB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBB to Watchlist:       View:      Get Complete NBB Trend Analysis ➞

Stock Chart of BlackRock, Inc.BLK BlackRock, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 61284.9 Millions
Recent Price: 763.91    
Smart Investing & Trading Score: 57
Day Percent Change: 0.91%    
Day Change: 6.91
Week Change: 0.14%    
Year-to-date Change: -5.9%
BLK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLK to Watchlist:       View:      Get Complete BLK Trend Analysis ➞

Stock Chart of John Hancock Financial Opportunities FundBTO John Hancock Financial Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 326.747 Millions
Recent Price: 28.30    
Smart Investing & Trading Score: 67
Day Percent Change: 1.14%    
Day Change: 0.32
Week Change: 2.69%    
Year-to-date Change: -5.9%
BTO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTO to Watchlist:       View:      Get Complete BTO Trend Analysis ➞

Stock Chart of PennantPark Floating Rate Capital Ltd.PFLT PennantPark Floating Rate Capital Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 170.903 Millions
Recent Price: 11.38    
Smart Investing & Trading Score: 38
Day Percent Change: 0.71%    
Day Change: 0.08
Week Change: -0.96%    
Year-to-date Change: -6.0%
PFLT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFLT to Watchlist:       View:      Get Complete PFLT Trend Analysis ➞

Stock Chart of DiamondRock Hospitality CompanyDRH DiamondRock Hospitality Company
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 964 Millions
Recent Price: 8.83    
Smart Investing & Trading Score: 25
Day Percent Change: 0.68%    
Day Change: 0.06
Week Change: -2.43%    
Year-to-date Change: -6.0%
DRH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DRH to Watchlist:       View:      Get Complete DRH Trend Analysis ➞

Stock Chart of Lakeland Financial CorporationLKFN Lakeland Financial Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 903.27 Millions
Recent Price: 61.23    
Smart Investing & Trading Score: 62
Day Percent Change: -0.10%    
Day Change: -0.06
Week Change: 2.44%    
Year-to-date Change: -6.0%
LKFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LKFN to Watchlist:       View:      Get Complete LKFN Trend Analysis ➞

Stock Chart of Two Harbors Investment Corp.TWO Two Harbors Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1979.59 Millions
Recent Price: 13.09    
Smart Investing & Trading Score: 100
Day Percent Change: 1.63%    
Day Change: 0.21
Week Change: 4.47%    
Year-to-date Change: -6.0%
TWO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TWO to Watchlist:       View:      Get Complete TWO Trend Analysis ➞

Stock Chart of Ameris BancorpABCB Ameris Bancorp
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1537.79 Millions
Recent Price: 49.82    
Smart Investing & Trading Score: 100
Day Percent Change: 2.34%    
Day Change: 1.14
Week Change: 4.05%    
Year-to-date Change: -6.1%
ABCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ABCB to Watchlist:       View:      Get Complete ABCB Trend Analysis ➞

Stock Chart of Ventas, Inc.VTR Ventas, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 11180.4 Millions
Recent Price: 46.79    
Smart Investing & Trading Score: 100
Day Percent Change: 1.23%    
Day Change: 0.57
Week Change: 6.34%    
Year-to-date Change: -6.1%
VTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTR to Watchlist:       View:      Get Complete VTR Trend Analysis ➞

Stock Chart of Bank OZKOZK Bank OZK
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 2518.35 Millions
Recent Price: 46.75    
Smart Investing & Trading Score: 100
Day Percent Change: 1.08%    
Day Change: 0.50
Week Change: 1.59%    
Year-to-date Change: -6.2%
OZK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OZK to Watchlist:       View:      Get Complete OZK Trend Analysis ➞

Stock Chart of Texas Capital Bancshares, Inc.TCBI Texas Capital Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1202.75 Millions
Recent Price: 60.58    
Smart Investing & Trading Score: 100
Day Percent Change: 1.15%    
Day Change: 0.69
Week Change: 4.79%    
Year-to-date Change: -6.3%
TCBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCBI to Watchlist:       View:      Get Complete TCBI Trend Analysis ➞

Stock Chart of Virtus Investment Partners, Inc.VRTS Virtus Investment Partners, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 601.303 Millions
Recent Price: 226.60    
Smart Investing & Trading Score: 47
Day Percent Change: 1.49%    
Day Change: 3.32
Week Change: -0.43%    
Year-to-date Change: -6.3%
VRTS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VRTS to Watchlist:       View:      Get Complete VRTS Trend Analysis ➞

Stock Chart of 1st Source CorporationSRCE 1st Source Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 784.77 Millions
Recent Price: 51.45    
Smart Investing & Trading Score: 95
Day Percent Change: -0.37%    
Day Change: -0.19
Week Change: 4.32%    
Year-to-date Change: -6.4%
SRCE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SRCE to Watchlist:       View:      Get Complete SRCE Trend Analysis ➞

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