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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
June 2, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 78 (0-bearish to 100-bullish) which puts Financial sector in short term neutral to bullish trend.

The Smart Investing & Trading Score from previous trading session is 46 and hence an improvement of trend.

 Year To Date Performance: 10.74 %
 Weekly Performance: 0.07 %
 Daily Performance: 1.46 %
12Stocks.com
Financial Sector Trend
78 / 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%
AGMFederal Agricultural Credit Services174.6725-0.54%-0.62%
EODWells Fargo Closed-End Fund - Equity4.81690.63%-0.62%
FBNCFirst Bancorp Regional Banks31.55350.16%-0.63%
BHLBBerkshire Hills S&L22.23681.60%-0.63%
FCFSFirstCash  Credit Services117.92660.61%-0.64%
FPIFarmland Partners REIT - 10.86351.69%-0.64%
EVNEaton Vance Closed-End Fund - Debt9.97300.55%-0.65%
NANNuveen New Closed-End Fund - Debt10.65300.76%-0.65%
FCFFirst Commonwealth Regional Banks13.51610.97%-0.66%
ILPTIndustrial Logistics REIT - Industrial3.7732-2.33%-0.66%
MHIPioneer Municipal Closed-End Fund - Debt8.89710.45%-0.67%
WPCW. P. REIT - 56.40480.57%-0.67%
HONEHarborOne Bancorp S&L10.41680.77%-0.67%
HEQJohn Hancock Closed-End Fund - Equity10.42780.39%-0.67%
UBFOUnited Security Regional Banks7.25420.00%-0.68%
FMAOFarmers & Merchants Bancorp Regional Banks22.06612.41%-0.68%
JPCNuveen Preferred Closed-End Fund - Debt7.17580.28%-0.69%
ARIApollo Commercial Mortgage10.10571.71%-0.69%
ROROATAC US Exchange Traded Fund17.53501.08%-0.69%
SEICSEI s Asset Mgmt67.71531.10%-0.70%
CLDTChatham Lodging REIT8.46250.83%-0.70%
PFSIPennyMac  Mortgage90.65440.13%-0.70%
ACGLArch Capital Insurance102.63831.20%-0.71%
CFRCullen/Frost Bankers Regional - Southwest Banks101.58250.03%-0.71%
VVRInvesco Senior Closed-End Fund - Debt4.18301.21%-0.71%
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 10.74% and is currently outperforming the overall market by 0.95% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 78
YTD Performance: 10.74%
**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 [386%] Chimera [138%] Banco Macro[131%]
SelectQuote [128%] Gladstone Capital[109%] Grupo Financiero[108%]
Banco BBVA[108%] EverQuote [95%] Hippo [94%]
Grupo Supervielle[78%] Vista Oil[64%] First [58%]
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
C3.ai [23%] Investors Title[19.4%] Banco BBVA[14.7%]
Riverview Bancorp[14.3%] Banco Macro[13.7%] IRSA Inversiones[12.2%]
Grupo Supervielle[11.7%] Metals Acquisition[10.7%] Grupo Financiero[10.4%]
Fathom [10.2%] Vista Oil[9.3%] Northrim BanCorp[8.5%]
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
Hywin [-81%] Office Properties[-69%] New York[-68%]
Douglas Elliman[-61%] Texas Pacific[-61%] Offerpad [-53%]
Fanhua [-52%] FRP [-51%] loanDepot [-50%]
Fathom [-48%] AlTi Global[-47%] Hudson Pacific[-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
X [100] Brighthouse [100] Central and[100]
Northrim BanCorp[100] Bank of America[100] Hagerty [100]
Urban Edge[100] Global Blockchain[100] Ventas [100]
Omega Healthcare[100] LPL [100] Dorchester Minerals[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  41.64781.460.0710.74%
IAIBroker-Dealers & Secs 116.64580.53-1.917.47%
IYFFinancials  95.25781.320.0311.52%
IYGFinancial Services  65.74711.14-0.3310.05%
KRERegional Banking  48.85611.41-0.14-6.83%
IXGGlobal Financials  87.05760.80-0.5410.77%
VFHFinancials  101.01781.28-0.129.48%
KBEBank  46.23681.3400.46%
FASFinancial Bull 3X 105.34784.16-0.0227.45%
FAZFinancial Bear 3X 10.3517-4.08-0.1-24.29%
UYGFinancials  65.65783.19-0.0318.93%
IATRegional Banks  41.90681.8700.14%
KIEInsurance  51.16781.110.6913.14%
PSCFSmallCap Financials  47.14531.59-0.79-4.14%
EUFNEurope Financials  24.181001.020.7115.36%
PGFFinancial Preferred  14.79551.090.681.44%
 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 Federal Agricultural Mortgage CorporationAGM Federal Agricultural Mortgage Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 542.008 Millions
Recent Price: 174.67    
Smart Investing & Trading Score: 25
Day Percent Change: -0.54%    
Day Change: -0.94
Week Change: -0.62%    
Year-to-date Change: -8.7%
AGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGM to Watchlist:       View:      Get Complete AGM Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Funds - Wells Fargo Global Dividend Opportunity FundEOD Wells Fargo Advantage Funds - Wells Fargo Global Dividend Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 144.747 Millions
Recent Price: 4.81    
Smart Investing & Trading Score: 69
Day Percent Change: 0.63%    
Day Change: 0.03
Week Change: -0.62%    
Year-to-date Change: 10.8%
EOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOD to Watchlist:       View:      Get Complete EOD Trend Analysis ➞

Stock Chart of First BancorpFBNC First Bancorp
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 664.959 Millions
Recent Price: 31.55    
Smart Investing & Trading Score: 35
Day Percent Change: 0.16%    
Day Change: 0.05
Week Change: -0.63%    
Year-to-date Change: -14.8%
FBNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBNC to Watchlist:       View:      Get Complete FBNC Trend Analysis ➞

Stock Chart of Berkshire Hills Bancorp, Inc.BHLB Berkshire Hills Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 686.33 Millions
Recent Price: 22.23    
Smart Investing & Trading Score: 68
Day Percent Change: 1.60%    
Day Change: 0.35
Week Change: -0.63%    
Year-to-date Change: -10.5%
BHLB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHLB to Watchlist:       View:      Get Complete BHLB Trend Analysis ➞

Stock Chart of FirstCash, Inc.FCFS FirstCash, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 2795.48 Millions
Recent Price: 117.92    
Smart Investing & Trading Score: 66
Day Percent Change: 0.61%    
Day Change: 0.71
Week Change: -0.64%    
Year-to-date Change: 8.8%
FCFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCFS to Watchlist:       View:      Get Complete FCFS Trend Analysis ➞

Stock Chart of Farmland Partners Inc.FPI Farmland Partners Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 182.653 Millions
Recent Price: 10.86    
Smart Investing & Trading Score: 35
Day Percent Change: 1.69%    
Day Change: 0.18
Week Change: -0.64%    
Year-to-date Change: -13.0%
FPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FPI to Watchlist:       View:      Get Complete FPI Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Income TrustEVN Eaton Vance Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 430.707 Millions
Recent Price: 9.97    
Smart Investing & Trading Score: 30
Day Percent Change: 0.55%    
Day Change: 0.05
Week Change: -0.65%    
Year-to-date Change: 1.6%
EVN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVN to Watchlist:       View:      Get Complete EVN Trend Analysis ➞

Stock Chart of Nuveen New York Quality Municipal Income FundNAN Nuveen New York Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.307 Millions
Recent Price: 10.65    
Smart Investing & Trading Score: 30
Day Percent Change: 0.76%    
Day Change: 0.08
Week Change: -0.65%    
Year-to-date Change: -3.5%
NAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAN to Watchlist:       View:      Get Complete NAN Trend Analysis ➞

Stock Chart of First Commonwealth Financial CorporationFCF First Commonwealth Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 900.299 Millions
Recent Price: 13.51    
Smart Investing & Trading Score: 61
Day Percent Change: 0.97%    
Day Change: 0.13
Week Change: -0.66%    
Year-to-date Change: -12.5%
FCF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCF to Watchlist:       View:      Get Complete FCF Trend Analysis ➞

Stock Chart of Industrial Logistics Properties TrustILPT Industrial Logistics Properties Trust
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 988.549 Millions
Recent Price: 3.77    
Smart Investing & Trading Score: 32
Day Percent Change: -2.33%    
Day Change: -0.09
Week Change: -0.66%    
Year-to-date Change: -19.8%
ILPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ILPT to Watchlist:       View:      Get Complete ILPT Trend Analysis ➞

Stock Chart of Pioneer Municipal High Income TrustMHI Pioneer Municipal High Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 224.507 Millions
Recent Price: 8.89    
Smart Investing & Trading Score: 71
Day Percent Change: 0.45%    
Day Change: 0.04
Week Change: -0.67%    
Year-to-date Change: 3.0%
MHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHI to Watchlist:       View:      Get Complete MHI Trend Analysis ➞

Stock Chart of W. P. Carey Inc.WPC W. P. Carey Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 9560.03 Millions
Recent Price: 56.40    
Smart Investing & Trading Score: 48
Day Percent Change: 0.57%    
Day Change: 0.32
Week Change: -0.67%    
Year-to-date Change: -13.0%
WPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WPC to Watchlist:       View:      Get Complete WPC Trend Analysis ➞

Stock Chart of HarborOne Bancorp, Inc.HONE HarborOne Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 456.03 Millions
Recent Price: 10.41    
Smart Investing & Trading Score: 68
Day Percent Change: 0.77%    
Day Change: 0.08
Week Change: -0.67%    
Year-to-date Change: -13.1%
HONE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HONE to Watchlist:       View:      Get Complete HONE Trend Analysis ➞

Stock Chart of John Hancock Hedged Equity & Income FundHEQ John Hancock Hedged Equity & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 106.847 Millions
Recent Price: 10.42    
Smart Investing & Trading Score: 78
Day Percent Change: 0.39%    
Day Change: 0.04
Week Change: -0.67%    
Year-to-date Change: 3.7%
HEQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HEQ to Watchlist:       View:      Get Complete HEQ Trend Analysis ➞

Stock Chart of United Security BancsharesUBFO United Security Bancshares
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 135.029 Millions
Recent Price: 7.25    
Smart Investing & Trading Score: 42
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.68%    
Year-to-date Change: -13.8%
UBFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBFO to Watchlist:       View:      Get Complete UBFO 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: 22.06    
Smart Investing & Trading Score: 61
Day Percent Change: 2.41%    
Day Change: 0.52
Week Change: -0.68%    
Year-to-date Change: -11.1%
FMAO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMAO to Watchlist:       View:      Get Complete FMAO Trend Analysis ➞

Stock Chart of Nuveen Preferred & Income Opportunities FundJPC Nuveen Preferred & Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 621.007 Millions
Recent Price: 7.17    
Smart Investing & Trading Score: 58
Day Percent Change: 0.28%    
Day Change: 0.02
Week Change: -0.69%    
Year-to-date Change: 6.1%
JPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPC to Watchlist:       View:      Get Complete JPC Trend Analysis ➞

Stock Chart of Apollo Commercial Real Estate Finance, Inc.ARI Apollo Commercial Real Estate Finance, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1302.19 Millions
Recent Price: 10.10    
Smart Investing & Trading Score: 57
Day Percent Change: 1.71%    
Day Change: 0.17
Week Change: -0.69%    
Year-to-date Change: -14.0%
ARI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARI to Watchlist:       View:      Get Complete ARI Trend Analysis ➞

Stock Chart of ATAC US Rotation ETFRORO ATAC US Rotation ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.53    
Smart Investing & Trading Score: 50
Day Percent Change: 1.08%    
Day Change: 0.19
Week Change: -0.69%    
Year-to-date Change: -0.9%
RORO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RORO to Watchlist:       View:      Get Complete RORO Trend Analysis ➞

Stock Chart of SEI Investments CompanySEIC SEI Investments Company
Sector: Financials
SubSector: Asset Management
MarketCap: 6367.03 Millions
Recent Price: 67.71    
Smart Investing & Trading Score: 53
Day Percent Change: 1.10%    
Day Change: 0.74
Week Change: -0.7%    
Year-to-date Change: 6.6%
SEIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SEIC to Watchlist:       View:      Get Complete SEIC Trend Analysis ➞

Stock Chart of Chatham Lodging TrustCLDT Chatham Lodging Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 274.734 Millions
Recent Price: 8.46    
Smart Investing & Trading Score: 25
Day Percent Change: 0.83%    
Day Change: 0.07
Week Change: -0.7%    
Year-to-date Change: -21.1%
CLDT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CLDT to Watchlist:       View:      Get Complete CLDT Trend Analysis ➞

Stock Chart of PennyMac Financial Services, Inc.PFSI PennyMac Financial Services, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1588.09 Millions
Recent Price: 90.65    
Smart Investing & Trading Score: 44
Day Percent Change: 0.13%    
Day Change: 0.12
Week Change: -0.7%    
Year-to-date Change: 2.6%
PFSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFSI to Watchlist:       View:      Get Complete PFSI Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGL Arch Capital Group Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12350.9 Millions
Recent Price: 102.63    
Smart Investing & Trading Score: 83
Day Percent Change: 1.20%    
Day Change: 1.22
Week Change: -0.71%    
Year-to-date Change: 38.2%
ACGL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGL to Watchlist:       View:      Get Complete ACGL Trend Analysis ➞

Stock Chart of Cullen/Frost Bankers, Inc.CFR Cullen/Frost Bankers, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 3536.75 Millions
Recent Price: 101.58    
Smart Investing & Trading Score: 25
Day Percent Change: 0.03%    
Day Change: 0.03
Week Change: -0.71%    
Year-to-date Change: -6.4%
CFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFR to Watchlist:       View:      Get Complete CFR Trend Analysis ➞

Stock Chart of Invesco Senior Income TrustVVR Invesco Senior Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 507.307 Millions
Recent Price: 4.18    
Smart Investing & Trading Score: 30
Day Percent Change: 1.21%    
Day Change: 0.05
Week Change: -0.71%    
Year-to-date Change: 2.0%
VVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VVR to Watchlist:       View:      Get Complete VVR Trend Analysis ➞

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