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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
August 29, 2025 - All trends (long term, mid-term and short term) for Financial sector looks good.

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

The Smart Investing & Trading Score from previous trading session is 100 and an improvement of trend continues.

 Year To Date Performance: 5.87 %
 Weekly Performance: 1.01 %
 Daily Performance: 0.48 %
12Stocks.com
Financial Sector Trend
100 / 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%
ASGLiberty All-Star Closed-End Fund - Equity5.56100-0.74%1.47%
SPXXNuveen S&P Closed-End Fund - Equity18.1080-0.61%0.45%
CMCTCIM Commercial REIT - Industrial6.39200.31%-88.46%
IIFMorgan Stanley Closed-End Fund - Foreign26.720-0.62%8.59%
DHYCredit Suisse Asset Mgmt2.09100.00%2.39%
PKBKParke Bancorp Regional Banks22.7280-0.93%6.50%
BRTBRT Apartments Mortgage15.87801.11%-11.17%
FDUSFidus  Asset Mgmt21.3880-0.19%6.42%
ORRFOrrstown  Regional Banks34.92900.03%-7.19%
TCITranscontinental Realty REIT - 46.5060-3.06%54.04%
TPVGTriplePoint Venture Closed-End Fund - Equity6.63802.91%-6.27%
LNDBrasilAgro - Property Mgmt3.91900.00%4.71%
PNNTPennantPark  Asset Mgmt7.17600.42%8.64%
WHFWhiteHorse Finance Asset Mgmt8.54500.47%-4.80%
DMOWestern Asset Asset Mgmt11.8560-0.17%8.71%
JRSNuveen Real Asset Mgmt8.0560-0.51%-9.50%
MPABlackRock MuniYield Closed-End Fund - Debt10.7660-0.09%-4.13%
TSBKTimberland Bancorp S&L33.3780-1.64%8.57%
NENNew England Real Estatet72.00600.00%-10.20%
EVFEaton Vance Closed-End Fund - Debt5.54300.18%-5.02%
PLYMPlymouth Industrial REIT - Industrial21.921000.19%21.03%
GFNew Germany Closed-End Fund - Foreign11.6740-0.86%48.33%
BGRBlackRock Energy Closed-End Fund - Equity13.461000.00%10.58%
MSDMorgan Stanley Closed-End Fund - Debt7.4860-0.54%1.24%
UNTYUnity Bancorp Banks52.4690-0.16%12.14%
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 5.87% and is currently underperforming the overall market by -1.36% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 100
YTD Performance: 5.87%
**Trend Scores & Views Are Only For Educational Purposes And Not For Investing


12Stocks.com: Top Performing Financial Sector Stocks
Hot Financial Stocks of 2025 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
ESSA Bancorp[2924%] MicroSectors Gold[262%] Banco Santander[113%]
Banco Bilbao[103%] Iris Energy[99%] Bancolombia S.A[94%]
Mr. Cooper[91%] Heritage Insurance[91%] Inter & Co[87%]
Deutsche Bank[85%] X [80%] Woori [79%]
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
Plymouth Industrial[40.4%] SelectQuote [30.2%] Seritage Growth[20.2%]
MBIA [18.4%] iShares iBonds[14.6%] Nu [13.8%]
Cipher Mining[10.9%] Brookfield Business[10.2%] Brookfield Business[9.8%]
Stratus Properties[8.9%] MicroSectors Gold[7.2%] Aegon N.V[6.9%]
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
HFF [-100%] Israel Acquisitions[-100%] Guggenheim Credit[-100%]
Goldman Sachs[-100%] PHH [-92%] SunTrust Banks[-91%]
CIM Commercial[-88%] Fangdd Network[-86%] Office Properties[-77%]
eHealth [-62%] GoHealth [-60%] iShares iBonds[-58%]
.
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
AdvisorShares Pure[100] MicroSectors Gold[100] MBIA [100]
Central Pacific[100] Broadstone Net[100] Offerpad [100]
ASA Gold[100] Healthcare Realty[100] Bancorp [100]
EZCORP [100] John Hancock[100] LendingClub [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  54.111000.481.015.87%
IAIBroker-Dealers & Secs 174.57601.920.612.72%
IYFFinancials  125.44100-0.32-0.8711.86%
IYGFinancial Services  89.34100-0.27-1.0812.5%
KRERegional Banking  65.75100-0.4-1.293.78%
IXGGlobal Financials  115.08100-0.21-0.3720.55%
VFHFinancials  131.57100-0.32-0.859.82%
KBEBank  61.281004.835.084.7%
FASFinancial Bull 3X 178.121004.685.86-1.42%
FAZFinancial Bear 3X 4.1010-4.81-5.67-19.26%
UYGFinancials  99.491003.14.072.59%
IATRegional Banks  54.13100-0.53-1.122.84%
KIEInsurance  59.06501.223.093.97%
PSCFSmallCap Financials  59.0180-0.44-0.752.76%
EUFNEurope Financials  33.5150-0.35-0.3251.27%
PGFFinancial Preferred  14.4960-0.140.353.03%
 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 Liberty All-Star Growth Fund, Inc.ASG Liberty All-Star Growth Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 167.747 Millions
Recent Price: 5.56    
Smart Investing & Trading Score: 100
Day Percent Change: -0.74%    
Day Change: -0.04
Week Change: -2.18%    
Year-to-date Change: 1.5%
ASG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASG to Watchlist:       View:      Get Complete ASG Trend Analysis ➞

Stock Chart of Nuveen S&P 500 Dynamic Overwrite FundSPXX Nuveen S&P 500 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 167.747 Millions
Recent Price: 18.10    
Smart Investing & Trading Score: 80
Day Percent Change: -0.61%    
Day Change: -0.11
Week Change: -1.55%    
Year-to-date Change: 0.5%
SPXX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPXX to Watchlist:       View:      Get Complete SPXX Trend Analysis ➞

Stock Chart of CIM Commercial Trust CorporationCMCT CIM Commercial Trust Corporation
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 167.049 Millions
Recent Price: 6.39    
Smart Investing & Trading Score: 20
Day Percent Change: 0.31%    
Day Change: 0.02
Week Change: -13.35%    
Year-to-date Change: -88.5%
CMCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMCT to Watchlist:       View:      Get Complete CMCT Trend Analysis ➞

Stock Chart of Morgan Stanley India Investment Fund, Inc.IIF Morgan Stanley India Investment Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 166.247 Millions
Recent Price: 26.72    
Smart Investing & Trading Score: 0
Day Percent Change: -0.62%    
Day Change: -0.17
Week Change: 2.43%    
Year-to-date Change: 8.6%
IIF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IIF to Watchlist:       View:      Get Complete IIF Trend Analysis ➞

Stock Chart of Credit Suisse High Yield Bond Fund, Inc.DHY Credit Suisse High Yield Bond Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 166.103 Millions
Recent Price: 2.09    
Smart Investing & Trading Score: 10
Day Percent Change: 0%    
Day Change: 0
Week Change: -1.42%    
Year-to-date Change: 2.4%
DHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHY to Watchlist:       View:      Get Complete DHY Trend Analysis ➞

Stock Chart of Parke Bancorp, Inc.PKBK Parke Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 165.799 Millions
Recent Price: 22.72    
Smart Investing & Trading Score: 80
Day Percent Change: -0.93%    
Day Change: -0.2
Week Change: -2.12%    
Year-to-date Change: 6.5%
PKBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PKBK to Watchlist:       View:      Get Complete PKBK Trend Analysis ➞

Stock Chart of BRT Apartments Corp.BRT BRT Apartments Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 163.239 Millions
Recent Price: 15.87    
Smart Investing & Trading Score: 80
Day Percent Change: 1.11%    
Day Change: 0.17
Week Change: 1.83%    
Year-to-date Change: -11.2%
BRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRT to Watchlist:       View:      Get Complete BRT Trend Analysis ➞

Stock Chart of Fidus Investment CorporationFDUS Fidus Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 161.003 Millions
Recent Price: 21.38    
Smart Investing & Trading Score: 80
Day Percent Change: -0.19%    
Day Change: -0.04
Week Change: -0.56%    
Year-to-date Change: 6.4%
FDUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FDUS to Watchlist:       View:      Get Complete FDUS Trend Analysis ➞

Stock Chart of Orrstown Financial Services, Inc.ORRF Orrstown Financial Services, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 159.999 Millions
Recent Price: 34.92    
Smart Investing & Trading Score: 90
Day Percent Change: 0.03%    
Day Change: 0.01
Week Change: -2.13%    
Year-to-date Change: -7.2%
ORRF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORRF to Watchlist:       View:      Get Complete ORRF Trend Analysis ➞

Stock Chart of Transcontinental Realty Investors, Inc.TCI Transcontinental Realty Investors, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 158.653 Millions
Recent Price: 46.50    
Smart Investing & Trading Score: 60
Day Percent Change: -3.06%    
Day Change: -1.45
Week Change: 0.46%    
Year-to-date Change: 54.0%
TCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCI to Watchlist:       View:      Get Complete TCI Trend Analysis ➞

Stock Chart of TriplePoint Venture Growth BDC Corp.TPVG TriplePoint Venture Growth BDC Corp.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 158.147 Millions
Recent Price: 6.63    
Smart Investing & Trading Score: 80
Day Percent Change: 2.91%    
Day Change: 0.18
Week Change: -0.31%    
Year-to-date Change: -6.3%
TPVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TPVG to Watchlist:       View:      Get Complete TPVG Trend Analysis ➞

Stock Chart of BrasilAgro - Companhia Brasileira de Propriedades AgricolasLND BrasilAgro - Companhia Brasileira de Propriedades Agricolas
Sector: Financials
SubSector: Property Management
MarketCap: 157.842 Millions
Recent Price: 3.91    
Smart Investing & Trading Score: 90
Day Percent Change: 0%    
Day Change: 0
Week Change: 1.34%    
Year-to-date Change: 4.7%
LND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LND to Watchlist:       View:      Get Complete LND Trend Analysis ➞

Stock Chart of PennantPark Investment CorporationPNNT PennantPark Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 157.503 Millions
Recent Price: 7.17    
Smart Investing & Trading Score: 60
Day Percent Change: 0.42%    
Day Change: 0.03
Week Change: -3.67%    
Year-to-date Change: 8.6%
PNNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNNT to Watchlist:       View:      Get Complete PNNT Trend Analysis ➞

Stock Chart of WhiteHorse Finance, Inc.WHF WhiteHorse Finance, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 156.903 Millions
Recent Price: 8.54    
Smart Investing & Trading Score: 50
Day Percent Change: 0.47%    
Day Change: 0.04
Week Change: 0.71%    
Year-to-date Change: -4.8%
WHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WHF to Watchlist:       View:      Get Complete WHF Trend Analysis ➞

Stock Chart of Western Asset Mortgage Opportunity Fund Inc.DMO Western Asset Mortgage Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 156.503 Millions
Recent Price: 11.85    
Smart Investing & Trading Score: 60
Day Percent Change: -0.17%    
Day Change: -0.02
Week Change: 0%    
Year-to-date Change: 8.7%
DMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMO to Watchlist:       View:      Get Complete DMO Trend Analysis ➞

Stock Chart of Nuveen Real Estate Income FundJRS Nuveen Real Estate Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 156.003 Millions
Recent Price: 8.05    
Smart Investing & Trading Score: 60
Day Percent Change: -0.51%    
Day Change: -0.04
Week Change: 1.83%    
Year-to-date Change: -9.5%
JRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRS to Watchlist:       View:      Get Complete JRS Trend Analysis ➞

Stock Chart of BlackRock MuniYield Pennsylvania Quality FundMPA BlackRock MuniYield Pennsylvania Quality Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 155.107 Millions
Recent Price: 10.76    
Smart Investing & Trading Score: 60
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: -0.74%    
Year-to-date Change: -4.1%
MPA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPA to Watchlist:       View:      Get Complete MPA Trend Analysis ➞

Stock Chart of Timberland Bancorp, Inc.TSBK Timberland Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 155.03 Millions
Recent Price: 33.37    
Smart Investing & Trading Score: 80
Day Percent Change: -1.64%    
Day Change: -0.54
Week Change: -2.86%    
Year-to-date Change: 8.6%
TSBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSBK to Watchlist:       View:      Get Complete TSBK Trend Analysis ➞

Stock Chart of New England Realty Associates Limited PartnershipNEN New England Realty Associates Limited Partnership
Sector: Financials
SubSector: Real Estate Development
MarketCap: 153.819 Millions
Recent Price: 72.00    
Smart Investing & Trading Score: 60
Day Percent Change: 0%    
Day Change: -9927.94
Week Change: 0.07%    
Year-to-date Change: -10.2%
NEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NEN to Watchlist:       View:      Get Complete NEN Trend Analysis ➞

Stock Chart of Eaton Vance Senior Income TrustEVF Eaton Vance Senior Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 153.707 Millions
Recent Price: 5.54    
Smart Investing & Trading Score: 30
Day Percent Change: 0.18%    
Day Change: 0.01
Week Change: 0.36%    
Year-to-date Change: -5.0%
EVF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVF to Watchlist:       View:      Get Complete EVF Trend Analysis ➞

Stock Chart of Plymouth Industrial REIT, Inc.PLYM Plymouth Industrial REIT, Inc.
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 153.449 Millions
Recent Price: 21.92    
Smart Investing & Trading Score: 100
Day Percent Change: 0.19%    
Day Change: 0.04
Week Change: 40.4%    
Year-to-date Change: 21.0%
PLYM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PLYM to Watchlist:       View:      Get Complete PLYM Trend Analysis ➞

Stock Chart of The New Germany Fund, Inc.GF The New Germany Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 152.547 Millions
Recent Price: 11.67    
Smart Investing & Trading Score: 40
Day Percent Change: -0.86%    
Day Change: -0.1
Week Change: -2.36%    
Year-to-date Change: 48.3%
GF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GF to Watchlist:       View:      Get Complete GF Trend Analysis ➞

Stock Chart of BlackRock Energy and Resources TrustBGR BlackRock Energy and Resources Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 150.947 Millions
Recent Price: 13.46    
Smart Investing & Trading Score: 100
Day Percent Change: 0%    
Day Change: 0
Week Change: -2.14%    
Year-to-date Change: 10.6%
BGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGR to Watchlist:       View:      Get Complete BGR Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Debt Fund, Inc.MSD Morgan Stanley Emerging Markets Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 149.407 Millions
Recent Price: 7.48    
Smart Investing & Trading Score: 60
Day Percent Change: -0.54%    
Day Change: -0.04
Week Change: -0.13%    
Year-to-date Change: 1.2%
MSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSD to Watchlist:       View:      Get Complete MSD Trend Analysis ➞

Stock Chart of Unity Bancorp, Inc.UNTY Unity Bancorp, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 149.099 Millions
Recent Price: 52.46    
Smart Investing & Trading Score: 90
Day Percent Change: -0.16%    
Day Change: -0.08
Week Change: -1.66%    
Year-to-date Change: 12.1%
UNTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNTY to Watchlist:       View:      Get Complete UNTY Trend Analysis ➞

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