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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
September 19, 2025 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 90 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 60 and an improvement of trend continues.

 Year To Date Performance: 13.0735 %
 Weekly Performance: 1.82468 %
 Daily Performance: 0.0924556 %
12Stocks.com
Financial Sector Trend
90 / 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%
LSBKLake Shore Banks - Regional13.11400.46%36.33%
SCMStellus Capital Asset Mgmt14.10400.43%8.43%
ETVEaton Vance Closed-End Fund - Equity14.12400.43%4.58%
EPREPR Properties REIT - Specialty56.87400.42%34.45%
RLIRLI Corp Insurance - Property & Casualty65.68400.41%-19.19%
ETGEaton Vance Closed-End Fund - Equity21.05400.38%20.93%
WELLWelltower  REIT166.53400.37%35.34%
CIIBlackRock Enhanced Closed-End Fund - Equity22.65400.35%18.27%
MFGMizuho  Banks - Regional6.58400.30%37.05%
VVRInvesco Senior Closed-End Fund - Debt3.54400.28%-4.68%
NIEVirtus Equity Closed-End Fund - Equity24.84400.28%8.55%
UTGReaves Utility Closed-End Fund - Equity38.07400.26%23.38%
FLICFirst of Long Island Regional Banks11.87400.25%4.05%
RNPCohen & Steers REIT & Preferred & ome Fund Closed-End Fund - Debt22.44400.22%13.56%
LAQAberdeen Latin Asset Mgmt4.69400.21%0.00%
HYTBlackRock Corporate Closed-End Fund - Debt9.57400.21%2.29%
DNPDNP Select Closed-End Fund - Equity9.95400.20%16.79%
BCXBlackRock Resources Closed-End Fund - Equity10.04400.20%21.86%
HYACHaymaker Acquisition Shell Companies11.21400.18%4.09%
BGYBlackRock Enhanced Closed-End Fund - Foreign5.78400.17%14.40%
ECCCEagle Point Closed-End Fund - Debt23.55400.14%8.22%
HEOPHeritage Oaks Banks258.01400.12%0.00%
STWDStarwood Property REIT - Mortgage20.30400.10%11.83%
OCSLOaktree Specialty Asset Mgmt13.42400.07%-6.92%
PRAProassurance  Insurance - Property & Casualty23.79400.00%51.43%
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 13.0735% and is currently underperforming the overall market by -0.7866% 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: 90
YTD Performance: 13.0735%
**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
Oxford Lane[292%] Better Home[250%] Metalpha Technology[213%]
Robinhood Markets[207%] Cipher Mining[146%] Mr. Cooper[134%]
Banco Santander[130%] IHS Holding[118%] Deutsche Bank[115%]
LoanDepot [111%] Banco Bilbao[109%]
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
Colony Starwood[15929900%] Blackhawk Network[91300%] Macquarie Global[81662.9%]
Credit Suisse[63241.6%] Pennsylvania Real[23823%] First Republic[22570.9%]
Select ome[14000%] CorEnergy Infrastructure[6797.8%] FedNat Holding[5525%]
BlackRock Municipal[5340%] BlackRock MuniYield[3379%] Waddell & Reed[2757.7%]
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
Spring Valley[-100%] Integrated Rail[-100%] Alchemy s[-100%]
Allied World[-96%] Generation Essentials[-74%] Grupo Supervielle[-69%]
Banco Macro[-63%] BBVA Argentina[-62%] Grupo Financiero[-60%]
Signature Bank[-57%] eHealth [-56%] CPI Card[-50%]
.
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
Better Home[100] AMREP Corp[100] PIMCO California[100]
Torchmark [100] PIMCO California[100] Triumph Bancorp[100]
StepStone [100] Radian [100] National Bank[100]
PIMCO Municipal[100] MARA [100] PIMCO Municipal[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 %
CHIXChina Financials  10.5720000%
 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 Lake Shore Bancorp IncLSBK Lake Shore Bancorp Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 101.66 Millions
Recent Price: 13.11    
Smart Investing & Trading Score: 40
Day Percent Change: 0.45977%    
Day Change: 0.25
Week Change: 0.613968%    
Year-to-date Change: 36.3%
LSBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LSBK to Watchlist:       View:      Get Complete LSBK Trend Analysis ➞

Stock Chart of Stellus Capital Investment CorpSCM Stellus Capital Investment Corp
Sector: Financials
SubSector: Asset Management
MarketCap: 420.56 Millions
Recent Price: 14.10    
Smart Investing & Trading Score: 40
Day Percent Change: 0.42735%    
Day Change: 0.03
Week Change: -1.87891%    
Year-to-date Change: 8.4%
SCM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCM to Watchlist:       View:      Get Complete SCM Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Buy-Write Opportunities FundETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1642.74 Millions
Recent Price: 14.12    
Smart Investing & Trading Score: 40
Day Percent Change: 0.426743%    
Day Change: -0.04
Week Change: -0.493305%    
Year-to-date Change: 4.6%
ETV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETV to Watchlist:       View:      Get Complete ETV Trend Analysis ➞

Stock Chart of EPR PropertiesEPR EPR Properties
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 4053.97 Millions
Recent Price: 56.87    
Smart Investing & Trading Score: 40
Day Percent Change: 0.423804%    
Day Change: 0.49
Week Change: 3.19361%    
Year-to-date Change: 34.5%
EPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EPR to Watchlist:       View:      Get Complete EPR Trend Analysis ➞

Stock Chart of RLI CorpRLI RLI Corp
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 6159.92 Millions
Recent Price: 65.68    
Smart Investing & Trading Score: 40
Day Percent Change: 0.412781%    
Day Change: 0.44
Week Change: -0.860377%    
Year-to-date Change: -19.2%
RLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RLI to Watchlist:       View:      Get Complete RLI Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Global Dividend Income FundETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1585.97 Millions
Recent Price: 21.05    
Smart Investing & Trading Score: 40
Day Percent Change: 0.381497%    
Day Change: -0.14
Week Change: -0.0474834%    
Year-to-date Change: 20.9%
ETG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETG to Watchlist:       View:      Get Complete ETG Trend Analysis ➞

Stock Chart of Welltower IncWELL Welltower Inc
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 112094 Millions
Recent Price: 166.53    
Smart Investing & Trading Score: 40
Day Percent Change: 0.373697%    
Day Change: 1.24
Week Change: -0.928074%    
Year-to-date Change: 35.3%
WELL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WELL to Watchlist:       View:      Get Complete WELL Trend Analysis ➞

Stock Chart of BlackRock Enhanced Large Cap Core Fund IncCII BlackRock Enhanced Large Cap Core Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 923.93 Millions
Recent Price: 22.65    
Smart Investing & Trading Score: 40
Day Percent Change: 0.354453%    
Day Change: -0.11
Week Change: -1.30719%    
Year-to-date Change: 18.3%
CII Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CII to Watchlist:       View:      Get Complete CII Trend Analysis ➞

Stock Chart of Mizuho Financial Group, Inc. ADRMFG Mizuho Financial Group, Inc. ADR
Sector: Financials
SubSector: Banks - Regional
MarketCap: 81353.5 Millions
Recent Price: 6.58    
Smart Investing & Trading Score: 40
Day Percent Change: 0.304878%    
Day Change: -0.06
Week Change: -1.93741%    
Year-to-date Change: 37.1%
MFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFG to Watchlist:       View:      Get Complete MFG Trend Analysis ➞

Stock Chart of Invesco Senior Income TrustVVR Invesco Senior Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 554.6 Millions
Recent Price: 3.54    
Smart Investing & Trading Score: 40
Day Percent Change: 0.283286%    
Day Change: 0.02
Week Change: -1.11732%    
Year-to-date Change: -4.7%
VVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VVR to Watchlist:       View:      Get Complete VVR Trend Analysis ➞

Stock Chart of Virtus Equity & Convertible Income FundNIE Virtus Equity & Convertible Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 689.4 Millions
Recent Price: 24.84    
Smart Investing & Trading Score: 40
Day Percent Change: 0.2826%    
Day Change: 0.03
Week Change: -1.11465%    
Year-to-date Change: 8.5%
NIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIE to Watchlist:       View:      Get Complete NIE Trend Analysis ➞

Stock Chart of Reaves Utility Income FundUTG Reaves Utility Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 3336.33 Millions
Recent Price: 38.07    
Smart Investing & Trading Score: 40
Day Percent Change: 0.263366%    
Day Change: -0.16
Week Change: 1.43885%    
Year-to-date Change: 23.4%
UTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UTG to Watchlist:       View:      Get Complete UTG Trend Analysis ➞

Stock Chart of The First of Long Island CorporationFLIC The First of Long Island Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 352.899 Millions
Recent Price: 11.87    
Smart Investing & Trading Score: 40
Day Percent Change: 0.253378%    
Day Change: -9999
Week Change: 0.253378%    
Year-to-date Change: 4.0%
FLIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLIC to Watchlist:       View:      Get Complete FLIC Trend Analysis ➞

Stock Chart of Cohen & Steers REIT & Preferred & Income Fund IncRNP Cohen & Steers REIT & Preferred & Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1064.51 Millions
Recent Price: 22.44    
Smart Investing & Trading Score: 40
Day Percent Change: 0.223314%    
Day Change: -0.1
Week Change: 1.26354%    
Year-to-date Change: 13.6%
RNP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RNP to Watchlist:       View:      Get Complete RNP Trend Analysis ➞

Stock Chart of Aberdeen Latin America Equity Fund, Inc.LAQ Aberdeen Latin America Equity Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 167.89 Millions
Recent Price: 4.69    
Smart Investing & Trading Score: 40
Day Percent Change: 0.213675%    
Day Change: -9999
Week Change: -45.5285%    
Year-to-date Change: 0.0%
LAQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LAQ to Watchlist:       View:      Get Complete LAQ Trend Analysis ➞

Stock Chart of BlackRock Corporate High Yield Fund IncHYT BlackRock Corporate High Yield Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1514.8 Millions
Recent Price: 9.57    
Smart Investing & Trading Score: 40
Day Percent Change: 0.209424%    
Day Change: -0.07
Week Change: 0%    
Year-to-date Change: 2.3%
HYT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYT to Watchlist:       View:      Get Complete HYT Trend Analysis ➞

Stock Chart of DNP Select Income Fund IncDNP DNP Select Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 3671.16 Millions
Recent Price: 9.95    
Smart Investing & Trading Score: 40
Day Percent Change: 0.20141%    
Day Change: -0.03
Week Change: -0.4004%    
Year-to-date Change: 16.8%
DNP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DNP to Watchlist:       View:      Get Complete DNP Trend Analysis ➞

Stock Chart of BlackRock Resources & Commodities Strategy TrustBCX BlackRock Resources & Commodities Strategy Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 784.27 Millions
Recent Price: 10.04    
Smart Investing & Trading Score: 40
Day Percent Change: 0.199601%    
Day Change: 0.07
Week Change: -0.986193%    
Year-to-date Change: 21.9%
BCX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCX to Watchlist:       View:      Get Complete BCX Trend Analysis ➞

Stock Chart of Haymaker Acquisition Corp. 4HYAC Haymaker Acquisition Corp. 4
Sector: Financials
SubSector: Shell Companies
MarketCap: 327.4 Millions
Recent Price: 11.21    
Smart Investing & Trading Score: 40
Day Percent Change: 0.178731%    
Day Change: 0.03
Week Change: -0.0891266%    
Year-to-date Change: 4.1%
HYAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYAC to Watchlist:       View:      Get Complete HYAC Trend Analysis ➞

Stock Chart of BlackRock Enhanced International Dividend TrustBGY BlackRock Enhanced International Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 534.39 Millions
Recent Price: 5.78    
Smart Investing & Trading Score: 40
Day Percent Change: 0.17331%    
Day Change: -0.03
Week Change: -0.516351%    
Year-to-date Change: 14.4%
BGY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGY to Watchlist:       View:      Get Complete BGY Trend Analysis ➞

Stock Chart of Eagle Point Credit Company Inc.ECCC Eagle Point Credit Company Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 592 Millions
Recent Price: 23.55    
Smart Investing & Trading Score: 40
Day Percent Change: 0.138166%    
Day Change: -0.14
Week Change: 0.662393%    
Year-to-date Change: 8.2%
ECCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECCC to Watchlist:       View:      Get Complete ECCC Trend Analysis ➞

Stock Chart of Heritage Oaks BancorpHEOP Heritage Oaks Bancorp
Sector: Financials
SubSector: Money Center Banks
MarketCap: 456.56 Millions
Recent Price: 258.01    
Smart Investing & Trading Score: 40
Day Percent Change: 0.12418%    
Day Change: -9999
Week Change: -1.45896%    
Year-to-date Change: 0.0%
HEOP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HEOP to Watchlist:       View:      Get Complete HEOP Trend Analysis ➞

Stock Chart of Starwood Property Trust IncSTWD Starwood Property Trust Inc
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 7563.06 Millions
Recent Price: 20.30    
Smart Investing & Trading Score: 40
Day Percent Change: 0.0986193%    
Day Change: 0.04
Week Change: -1.97972%    
Year-to-date Change: 11.8%
STWD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STWD to Watchlist:       View:      Get Complete STWD Trend Analysis ➞

Stock Chart of Oaktree Specialty Lending CorpOCSL Oaktree Specialty Lending Corp
Sector: Financials
SubSector: Asset Management
MarketCap: 1230.55 Millions
Recent Price: 13.42    
Smart Investing & Trading Score: 40
Day Percent Change: 0.0745712%    
Day Change: -0.01
Week Change: -2.32897%    
Year-to-date Change: -6.9%
OCSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCSL to Watchlist:       View:      Get Complete OCSL Trend Analysis ➞

Stock Chart of Proassurance CorporationPRA Proassurance Corporation
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 1221.59 Millions
Recent Price: 23.79    
Smart Investing & Trading Score: 40
Day Percent Change: 0%    
Day Change: 0.01
Week Change: 0.379747%    
Year-to-date Change: 51.4%
PRA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRA to Watchlist:       View:      Get Complete PRA Trend Analysis ➞

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