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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 29, 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 70 (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 63 and hence an improvement of trend.

 Year To Date Performance: 8.5 %
 Weekly Performance: -0.06 %
 Daily Performance: -0.06 %
12Stocks.com
Financial Sector Trend
70 / 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%
GLQClough Global Asset Mgmt6.32750.24%6.67%
VGIVirtus Global Closed-End Fund - Debt7.28420.14%-7.02%
NECBNortheast Community S&L15.88500.00%-10.48%
FPLFirst Trust Asset Mgmt7.7275-0.39%12.21%
BCVBancroft Fund Closed-End Fund - Debt15.16470.74%-5.12%
IHDVoya Emerging Asset Mgmt5.221000.73%-1.36%
NMLNeuberger Berman Asset Mgmt7.4390-0.54%7.99%
JLSNuveen Mortgage Asset Mgmt17.50730.11%3.67%
KFKorea Fund Closed-End Fund - Foreign23.83650.38%1.84%
JHIJohn Hancock Closed-End Fund - Debt13.22870.46%2.16%
PGZPripal Real Asset Mgmt9.86370.10%4.34%
SBFGSB  Regional Banks13.71370.00%-10.68%
HMNFHMN  S&L19.70420.00%-14.35%
MFINMedallion  Credit Services7.8939-0.25%-19.90%
LARKLandmark Bancorp Regional - Southwest Banks19.02270.11%-3.92%
PCMPCM Fund Closed-End Fund - Debt8.591001.18%7.91%
BHRBraemar Hotels REIT2.81900.54%12.20%
HIEMiller/Howard High Closed-End Fund - Equity10.96830.46%3.30%
MCNMadison Covered Closed-End Fund - Equity7.07421.00%-6.11%
SRLScully Royalty Asset Mgmt6.5047-3.99%6.56%
NMINuveen Municipal Closed-End Fund - Debt9.15390.33%-0.54%
CEVEaton Vance Asset Mgmt10.40430.48%0.58%
NXCNuveen California Closed-End Fund - Debt12.9569-0.23%1.25%
CZWICitizens Community Regional Banks10.36100.00%-11.53%
ERHWells Fargo Asset Mgmt9.341001.19%1.41%
For chart view version of above stock list: Chart View ➞
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Performance: Year-to-date, Week and Day
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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 8.5% and is currently outperforming the overall market by 2.21% 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: Deteriorating
Overall Trend Score: 70
YTD Performance: 8.5%
**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
LM Funding[341%] Mmtec [250%] Kingstone [116%]
Senmiao Technology[100%] A-Mark Precious[34%] Ashford [33%]
ome Opportunity[31%] Trinity Place[25%] Cushing MLP[22%]
North European[21%] Tortoise Energy[20%] ClearBridge Energy[19%]
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
Mmtec [26.4%] Altisource Asset[7.2%] Kingstone [4.6%]
Eaton Vance[3.8%] U.S. Global[3.7%] Rand Capital[3.2%]
Atlantic American[3.2%] CPI Card[3.2%] Nicholas [2.5%]
North European[1.3%] Ocwen [1.3%] ome Opportunity[1.3%]
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
Eaton Vance[-56%] Wheeler Real[-52%] FlexShopper [-39%]
Dunxin [-37%] Power REIT[-37%] MDJM [-31%]
Mesa Royalty[-29%] Security National[-25%] Altisource Asset[-25%]
Broadway [-24%] AmeriServ [-22%] Home Federal[-21%]
.
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
Rand Capital[100] Wells Fargo[100] PCM Fund[100]
Voya Asia[100] First Trust[100] Voya Emerging[100]
Kingstone [95] Aberdeen Global[93] Braemar Hotels[90]
Neuberger Berman[90] A-Mark Precious[88] CKX Lands[88]
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  40.8070-0.06-0.068.5%
IAIBroker-Dealers & Secs 113.14830.110.114.24%
IYFFinancials  92.51830.370.378.31%
IYGFinancial Services  64.5783-0.06-0.068.09%
KRERegional Banking  48.25540.120.12-7.97%
IXGGlobal Financials  84.47830.330.337.5%
VFHFinancials  99.23830.310.317.56%
KBEBank  45.2668-0.15-0.15-1.65%
FASFinancial Bull 3X 100.3058-0.33-0.3321.36%
FAZFinancial Bear 3X 10.92420.550.55-20.12%
UYGFinancials  63.4053-0.39-0.3914.86%
IATRegional Banks  41.82730.240.24-0.05%
KIEInsurance  48.78580.520.527.87%
PSCFSmallCap Financials  46.3347-0.06-0.06-5.79%
EUFNEurope Financials  22.4583-0.07-0.077.08%
PGFFinancial Preferred  14.63390.380.380.31%
 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 Clough Global Equity FundGLQ Clough Global Equity Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 99.7203 Millions
Recent Price: 6.32    
Smart Investing & Trading Score: 75
Day Percent Change: 0.24%    
Day Change: 0.02
Week Change: 0.24%    
Year-to-date Change: 6.7%
GLQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLQ to Watchlist:       View:      Get Complete GLQ Trend Analysis ➞

Stock Chart of Virtus Global Multi-Sector Income FundVGI Virtus Global Multi-Sector Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 99.5707 Millions
Recent Price: 7.28    
Smart Investing & Trading Score: 42
Day Percent Change: 0.14%    
Day Change: 0.01
Week Change: 0.14%    
Year-to-date Change: -7.0%
VGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VGI to Watchlist:       View:      Get Complete VGI Trend Analysis ➞

Stock Chart of Northeast Community Bancorp, Inc.NECB Northeast Community Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 99.31 Millions
Recent Price: 15.88    
Smart Investing & Trading Score: 50
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -10.5%
NECB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NECB to Watchlist:       View:      Get Complete NECB Trend Analysis ➞

Stock Chart of First Trust New Opportunities MLP & Energy FundFPL First Trust New Opportunities MLP & Energy Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 97.9203 Millions
Recent Price: 7.72    
Smart Investing & Trading Score: 75
Day Percent Change: -0.39%    
Day Change: -0.03
Week Change: -0.39%    
Year-to-date Change: 12.2%
FPL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FPL to Watchlist:       View:      Get Complete FPL Trend Analysis ➞

Stock Chart of Bancroft Fund Ltd.BCV Bancroft Fund Ltd.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 97.5707 Millions
Recent Price: 15.16    
Smart Investing & Trading Score: 47
Day Percent Change: 0.74%    
Day Change: 0.11
Week Change: 0.74%    
Year-to-date Change: -5.1%
BCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCV to Watchlist:       View:      Get Complete BCV Trend Analysis ➞

Stock Chart of Voya Emerging Markets High Dividend Equity FundIHD Voya Emerging Markets High Dividend Equity Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 95.0203 Millions
Recent Price: 5.22    
Smart Investing & Trading Score: 100
Day Percent Change: 0.73%    
Day Change: 0.04
Week Change: 0.73%    
Year-to-date Change: -1.4%
IHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IHD to Watchlist:       View:      Get Complete IHD Trend Analysis ➞

Stock Chart of Neuberger Berman MLP and Energy Income Fund Inc.NML Neuberger Berman MLP and Energy Income Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 94.0203 Millions
Recent Price: 7.43    
Smart Investing & Trading Score: 90
Day Percent Change: -0.54%    
Day Change: -0.04
Week Change: -0.54%    
Year-to-date Change: 8.0%
NML Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NML to Watchlist:       View:      Get Complete NML Trend Analysis ➞

Stock Chart of Nuveen Mortgage and Income FundJLS Nuveen Mortgage and Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 93.2203 Millions
Recent Price: 17.50    
Smart Investing & Trading Score: 73
Day Percent Change: 0.11%    
Day Change: 0.02
Week Change: 0.11%    
Year-to-date Change: 3.7%
JLS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JLS to Watchlist:       View:      Get Complete JLS Trend Analysis ➞

Stock Chart of The Korea Fund, Inc.KF The Korea Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 92 Millions
Recent Price: 23.83    
Smart Investing & Trading Score: 65
Day Percent Change: 0.38%    
Day Change: 0.09
Week Change: 0.38%    
Year-to-date Change: 1.8%
KF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KF to Watchlist:       View:      Get Complete KF Trend Analysis ➞

Stock Chart of John Hancock Investors TrustJHI John Hancock Investors Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 91.9707 Millions
Recent Price: 13.22    
Smart Investing & Trading Score: 87
Day Percent Change: 0.46%    
Day Change: 0.06
Week Change: 0.46%    
Year-to-date Change: 2.2%
JHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JHI to Watchlist:       View:      Get Complete JHI Trend Analysis ➞

Stock Chart of Principal Real Estate Income FundPGZ Principal Real Estate Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 91.4203 Millions
Recent Price: 9.86    
Smart Investing & Trading Score: 37
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: 0.1%    
Year-to-date Change: 4.3%
PGZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGZ to Watchlist:       View:      Get Complete PGZ Trend Analysis ➞

Stock Chart of SB Financial Group, Inc.SBFG SB Financial Group, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 90.667 Millions
Recent Price: 13.71    
Smart Investing & Trading Score: 37
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -10.7%
SBFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBFG to Watchlist:       View:      Get Complete SBFG Trend Analysis ➞

Stock Chart of HMN Financial, Inc.HMNF HMN Financial, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 90.513 Millions
Recent Price: 19.70    
Smart Investing & Trading Score: 42
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -14.4%
HMNF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HMNF to Watchlist:       View:      Get Complete HMNF Trend Analysis ➞

Stock Chart of Medallion Financial Corp.MFIN Medallion Financial Corp.
Sector: Financials
SubSector: Credit Services
MarketCap: 89.9208 Millions
Recent Price: 7.89    
Smart Investing & Trading Score: 39
Day Percent Change: -0.25%    
Day Change: -0.02
Week Change: -0.25%    
Year-to-date Change: -19.9%
MFIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFIN to Watchlist:       View:      Get Complete MFIN Trend Analysis ➞

Stock Chart of Landmark Bancorp, Inc.LARK Landmark Bancorp, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 89.6865 Millions
Recent Price: 19.02    
Smart Investing & Trading Score: 27
Day Percent Change: 0.11%    
Day Change: 0.02
Week Change: 0.11%    
Year-to-date Change: -3.9%
LARK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LARK to Watchlist:       View:      Get Complete LARK Trend Analysis ➞

Stock Chart of PCM Fund Inc.PCM PCM Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 88.9707 Millions
Recent Price: 8.59    
Smart Investing & Trading Score: 100
Day Percent Change: 1.18%    
Day Change: 0.10
Week Change: 1.18%    
Year-to-date Change: 7.9%
PCM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCM to Watchlist:       View:      Get Complete PCM Trend Analysis ➞

Stock Chart of Braemar Hotels & Resorts, Inc.BHR Braemar Hotels & Resorts, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 88.9434 Millions
Recent Price: 2.81    
Smart Investing & Trading Score: 90
Day Percent Change: 0.54%    
Day Change: 0.02
Week Change: 0.54%    
Year-to-date Change: 12.2%
BHR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHR to Watchlist:       View:      Get Complete BHR Trend Analysis ➞

Stock Chart of Miller/Howard High Income Equity FundHIE Miller/Howard High Income Equity Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 88.3547 Millions
Recent Price: 10.96    
Smart Investing & Trading Score: 83
Day Percent Change: 0.46%    
Day Change: 0.05
Week Change: 0.46%    
Year-to-date Change: 3.3%
HIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIE to Watchlist:       View:      Get Complete HIE Trend Analysis ➞

Stock Chart of Madison Covered Call & Equity Strategy FundMCN Madison Covered Call & Equity Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 88.3547 Millions
Recent Price: 7.07    
Smart Investing & Trading Score: 42
Day Percent Change: 1.00%    
Day Change: 0.07
Week Change: 1%    
Year-to-date Change: -6.1%
MCN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCN to Watchlist:       View:      Get Complete MCN Trend Analysis ➞

Stock Chart of Scully Royalty Ltd.SRL Scully Royalty Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 88.3203 Millions
Recent Price: 6.50    
Smart Investing & Trading Score: 47
Day Percent Change: -3.99%    
Day Change: -0.27
Week Change: -3.99%    
Year-to-date Change: 6.6%
SRL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SRL to Watchlist:       View:      Get Complete SRL Trend Analysis ➞

Stock Chart of Nuveen Municipal Income Fund, Inc.NMI Nuveen Municipal Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 87.7707 Millions
Recent Price: 9.15    
Smart Investing & Trading Score: 39
Day Percent Change: 0.33%    
Day Change: 0.03
Week Change: 0.33%    
Year-to-date Change: -0.5%
NMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMI to Watchlist:       View:      Get Complete NMI Trend Analysis ➞

Stock Chart of Eaton Vance California Municipal Income TrustCEV Eaton Vance California Municipal Income Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 87.7203 Millions
Recent Price: 10.40    
Smart Investing & Trading Score: 43
Day Percent Change: 0.48%    
Day Change: 0.05
Week Change: 0.48%    
Year-to-date Change: 0.6%
CEV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CEV to Watchlist:       View:      Get Complete CEV Trend Analysis ➞

Stock Chart of Nuveen California Select Tax-Free Income PortfolioNXC Nuveen California Select Tax-Free Income Portfolio
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 87.3707 Millions
Recent Price: 12.95    
Smart Investing & Trading Score: 69
Day Percent Change: -0.23%    
Day Change: -0.03
Week Change: -0.23%    
Year-to-date Change: 1.3%
NXC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXC to Watchlist:       View:      Get Complete NXC Trend Analysis ➞

Stock Chart of Citizens Community Bancorp, Inc.CZWI Citizens Community Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 87.367 Millions
Recent Price: 10.36    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -11.5%
CZWI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CZWI to Watchlist:       View:      Get Complete CZWI Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Utilities and High Income FundERH Wells Fargo Advantage Utilities and High Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 86.0203 Millions
Recent Price: 9.34    
Smart Investing & Trading Score: 100
Day Percent Change: 1.19%    
Day Change: 0.11
Week Change: 1.19%    
Year-to-date Change: 1.4%
ERH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERH to Watchlist:       View:      Get Complete ERH Trend Analysis ➞

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