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Best Financial Stocks

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
October 3, 2025 - Although long term trend for Financial sector looks good, the mid term and short term trends are faltering.

The overall Smart Investing & Trading Score is 20 (0-bearish to 100-bullish) which puts Financial sector in short term bearish trend.

The Smart Investing & Trading Score from previous trading session is 30 and a deterioration of trend continues.

 Year To Date Performance: 11.4442 %
 Weekly Performance: -0.484984 %
 Daily Performance: -0.0749204 %
12Stocks.com
Financial Sector Trend
20 / 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%
RLGYRealogy  Property Mgmt12.15902.70%0.00%
WTBAWest Ban Banks - Regional20.23300.25%-1.76%
EFREaton Vance Closed-End Fund - Debt11.4110-0.17%-6.65%
BGRBlackrock Energy Closed-End Fund - Equity13.4420-1.03%10.93%
HFROHighland Opportunities Closed-End Fund - Debt6.2730-0.95%24.75%
NANNuveen New Closed-End Fund - Debt11.45700.17%4.36%
BWFGBankwell  Banks - Regional43.1820-0.76%44.98%
RCSPIMCO Strategic Closed-End Fund - Debt7.941002.58%10.19%
NCVVirtus Convertible Closed-End Fund - Debt15.20800.66%19.05%
MLPMaui Land Real Estate Services17.8330-0.11%-17.11%
BGTBlackRock Floating Closed-End Fund - Debt12.060-0.90%-0.18%
BGHBarings Global Closed-End Fund - Debt15.270-1.10%3.51%
PUBPeople s Banks84.451001.99%0.00%
MIYBlackRock MuniYield Closed-End Fund - Debt11.2860-0.53%3.07%
HYACHaymaker Acquisition Shell Companies11.24300.00%4.36%
TWNTaiwan Fund Closed-End Fund - Foreign54.4080-0.69%40.68%
SPXXNuveen S&P Closed-End Fund - Equity17.6140-0.17%0.86%
LANDGladstone Land REIT - Specialty9.2590-0.86%-11.27%
SVIIUSpring Valley SPAC12.89360.00%-100.00%
RFICohen & Steers Total Return Realty Fund Closed-End Fund - Equity12.0890-0.17%10.12%
CUBLionheart  Shell Companies10.50200.00%3.96%
PKOPIMCO ome Closed-End Fund - Debt23.77200.00%0.00%
PUYIPuyi  Asset Mgmt9.00500.00%0.00%
FSBWFS Bancorp Banks - Regional39.5820-0.73%0.52%
EFTEaton Vance Closed-End Fund - Debt11.80400.68%-4.98%
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 11.4442% and is currently underperforming the overall market by -3.3137% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Not Good
Overall Trend Score: 20
YTD Performance: 11.4442%
**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
Better Home[524%] IREN [364%] Global Medical[354%]
Oxford Lane[288%] Robinhood Markets[269%] Metalpha Technology[226%]
Cipher Mining[185%] Banco Santander[131%] Mr. Cooper[124%]
Altisource Portfolio[121%] ASA Gold[117%]
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[-80%] Northrim Bancorp[-72%]
Grupo Supervielle[-70%] BBVA Argentina[-63%] Banco Macro[-61%]
Grupo Financiero[-59%] Signature Bank[-57%] eHealth [-52%]
.
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
PIMCO California[100] Torchmark [100] PIMCO California[100]
Triumph Bancorp[100] Cipher Mining[100] Lufax Holding[100]
PIMCO Municipal[100] PIMCO Municipal[100] Front Yard[100]
National General[100] Fifth Street[100] HIVE Digital[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 Realogy Holdings Corp.RLGY Realogy Holdings Corp.
Sector: Financials
SubSector: Property Management
MarketCap: 345.142 Millions
Recent Price: 12.15    
Smart Investing & Trading Score: 90
Day Percent Change: 2.70499%    
Day Change: -9999
Week Change: 16.0458%    
Year-to-date Change: 0.0%
RLGY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RLGY to Watchlist:       View:      Get Complete RLGY Trend Analysis ➞

Stock Chart of West BancorporationWTBA West Bancorporation
Sector: Financials
SubSector: Banks - Regional
MarketCap: 343.9 Millions
Recent Price: 20.23    
Smart Investing & Trading Score: 30
Day Percent Change: 0.24777%    
Day Change: -0.09
Week Change: -1.12414%    
Year-to-date Change: -1.8%
WTBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WTBA to Watchlist:       View:      Get Complete WTBA Trend Analysis ➞

Stock Chart of Eaton Vance Senior Floating-Rate TrustEFR Eaton Vance Senior Floating-Rate Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 343.36 Millions
Recent Price: 11.41    
Smart Investing & Trading Score: 10
Day Percent Change: -0.174978%    
Day Change: 0.01
Week Change: -1.12652%    
Year-to-date Change: -6.7%
EFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFR to Watchlist:       View:      Get Complete EFR Trend Analysis ➞

Stock Chart of Blackrock Energy & Resources TrustBGR Blackrock Energy & Resources Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 343.15 Millions
Recent Price: 13.44    
Smart Investing & Trading Score: 20
Day Percent Change: -1.03093%    
Day Change: 0
Week Change: -0.370645%    
Year-to-date Change: 10.9%
BGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGR to Watchlist:       View:      Get Complete BGR Trend Analysis ➞

Stock Chart of Highland Opportunities and Income FundHFRO Highland Opportunities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 342.47 Millions
Recent Price: 6.27    
Smart Investing & Trading Score: 30
Day Percent Change: -0.947867%    
Day Change: 0.01
Week Change: -6.41791%    
Year-to-date Change: 24.8%
HFRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HFRO to Watchlist:       View:      Get Complete HFRO 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: 341.81 Millions
Recent Price: 11.45    
Smart Investing & Trading Score: 70
Day Percent Change: 0.174978%    
Day Change: -0.03
Week Change: 0%    
Year-to-date Change: 4.4%
NAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAN to Watchlist:       View:      Get Complete NAN Trend Analysis ➞

Stock Chart of Bankwell Financial Group IncBWFG Bankwell Financial Group Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 339.19 Millions
Recent Price: 43.18    
Smart Investing & Trading Score: 20
Day Percent Change: -0.758446%    
Day Change: -0.4
Week Change: -6.11002%    
Year-to-date Change: 45.0%
BWFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWFG to Watchlist:       View:      Get Complete BWFG Trend Analysis ➞

Stock Chart of PIMCO Strategic Income Fund IncRCS PIMCO Strategic Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 338.24 Millions
Recent Price: 7.94    
Smart Investing & Trading Score: 100
Day Percent Change: 2.58398%    
Day Change: 0.01
Week Change: 4.75072%    
Year-to-date Change: 10.2%
RCS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RCS to Watchlist:       View:      Get Complete RCS Trend Analysis ➞

Stock Chart of Virtus Convertible & Income FundNCV Virtus Convertible & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 335.51 Millions
Recent Price: 15.20    
Smart Investing & Trading Score: 80
Day Percent Change: 0.662252%    
Day Change: -0.03
Week Change: 0.396301%    
Year-to-date Change: 19.1%
NCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCV to Watchlist:       View:      Get Complete NCV Trend Analysis ➞

Stock Chart of Maui Land & Pineapple Co., IncMLP Maui Land & Pineapple Co., Inc
Sector: Financials
SubSector: Real Estate Services
MarketCap: 335.43 Millions
Recent Price: 17.83    
Smart Investing & Trading Score: 30
Day Percent Change: -0.112045%    
Day Change: -0.12
Week Change: -7.03858%    
Year-to-date Change: -17.1%
MLP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MLP to Watchlist:       View:      Get Complete MLP Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income TrustBGT BlackRock Floating Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 335.32 Millions
Recent Price: 12.06    
Smart Investing & Trading Score: 0
Day Percent Change: -0.903862%    
Day Change: 0.05
Week Change: -0.08285%    
Year-to-date Change: -0.2%
BGT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGT to Watchlist:       View:      Get Complete BGT Trend Analysis ➞

Stock Chart of Barings Global Short Duration High Yield FundBGH Barings Global Short Duration High Yield Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 331.66 Millions
Recent Price: 15.27    
Smart Investing & Trading Score: 0
Day Percent Change: -1.10104%    
Day Change: -0.07
Week Change: -6.94698%    
Year-to-date Change: 3.5%
BGH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGH to Watchlist:       View:      Get Complete BGH Trend Analysis ➞

Stock Chart of People s Utah BancorpPUB People s Utah Bancorp
Sector: Financials
SubSector: Money Center Banks
MarketCap: 329.699 Millions
Recent Price: 84.45    
Smart Investing & Trading Score: 100
Day Percent Change: 1.99275%    
Day Change: -9999
Week Change: 115.874%    
Year-to-date Change: 0.0%
PUB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PUB to Watchlist:       View:      Get Complete PUB Trend Analysis ➞

Stock Chart of BlackRock MuniYield Michigan Quality Fund IncMIY BlackRock MuniYield Michigan Quality Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 328.75 Millions
Recent Price: 11.28    
Smart Investing & Trading Score: 60
Day Percent Change: -0.529101%    
Day Change: 0.04
Week Change: 0.0887311%    
Year-to-date Change: 3.1%
MIY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIY to Watchlist:       View:      Get Complete MIY Trend Analysis ➞

Stock Chart of Haymaker Acquisition Corp. 4HYAC Haymaker Acquisition Corp. 4
Sector: Financials
SubSector: Shell Companies
MarketCap: 327.4 Millions
Recent Price: 11.24    
Smart Investing & Trading Score: 30
Day Percent Change: 0%    
Day Change: 0.03
Week Change: 0.267618%    
Year-to-date Change: 4.4%
HYAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYAC to Watchlist:       View:      Get Complete HYAC Trend Analysis ➞

Stock Chart of Taiwan Fund IncTWN Taiwan Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 326.73 Millions
Recent Price: 54.40    
Smart Investing & Trading Score: 80
Day Percent Change: -0.693684%    
Day Change: 0.21
Week Change: -0.018379%    
Year-to-date Change: 40.7%
TWN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TWN to Watchlist:       View:      Get Complete TWN 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: 326.15 Millions
Recent Price: 17.61    
Smart Investing & Trading Score: 40
Day Percent Change: -0.170068%    
Day Change: -0.11
Week Change: -0.508475%    
Year-to-date Change: 0.9%
SPXX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPXX to Watchlist:       View:      Get Complete SPXX Trend Analysis ➞

Stock Chart of Gladstone Land CorpLAND Gladstone Land Corp
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 324.94 Millions
Recent Price: 9.25    
Smart Investing & Trading Score: 90
Day Percent Change: -0.857449%    
Day Change: -0.01
Week Change: -0.963597%    
Year-to-date Change: -11.3%
LAND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LAND to Watchlist:       View:      Get Complete LAND Trend Analysis ➞

Stock Chart of Spring Valley Acquisition Corp. IISVIIU Spring Valley Acquisition Corp. II
Sector: Financials
SubSector: SPAC
MarketCap: 324 Millions
Recent Price: 12.89    
Smart Investing & Trading Score: 36
Day Percent Change: 0%    
Day Change: -9999
Week Change: -100%    
Year-to-date Change: -100.0%
SVIIU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SVIIU to Watchlist:       View:      Get Complete SVIIU Trend Analysis ➞

Stock Chart of Cohen & Steers Total Return Realty Fund IncRFI Cohen & Steers Total Return Realty Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 322.17 Millions
Recent Price: 12.08    
Smart Investing & Trading Score: 90
Day Percent Change: -0.165289%    
Day Change: -0.01
Week Change: 1.34228%    
Year-to-date Change: 10.1%
RFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RFI to Watchlist:       View:      Get Complete RFI Trend Analysis ➞

Stock Chart of Lionheart HoldingsCUB Lionheart Holdings
Sector: Financials
SubSector: Shell Companies
MarketCap: 322.04 Millions
Recent Price: 10.50    
Smart Investing & Trading Score: 20
Day Percent Change: 0%    
Day Change: -9988.5
Week Change: 0.0953289%    
Year-to-date Change: 4.0%
CUB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CUB to Watchlist:       View:      Get Complete CUB Trend Analysis ➞

Stock Chart of PIMCO Income Opportunity FundPKO PIMCO Income Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 320.807 Millions
Recent Price: 23.77    
Smart Investing & Trading Score: 20
Day Percent Change: 0%    
Day Change: -9999
Week Change: -1.08198%    
Year-to-date Change: 0.0%
PKO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PKO to Watchlist:       View:      Get Complete PKO Trend Analysis ➞

Stock Chart of Puyi Inc.PUYI Puyi Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 320.803 Millions
Recent Price: 9.00    
Smart Investing & Trading Score: 50
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0.559783%    
Year-to-date Change: 0.0%
PUYI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PUYI to Watchlist:       View:      Get Complete PUYI Trend Analysis ➞

Stock Chart of FS Bancorp IncFSBW FS Bancorp Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 320.57 Millions
Recent Price: 39.58    
Smart Investing & Trading Score: 20
Day Percent Change: -0.727364%    
Day Change: -0.08
Week Change: -3.46341%    
Year-to-date Change: 0.5%
FSBW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSBW to Watchlist:       View:      Get Complete FSBW Trend Analysis ➞

Stock Chart of Eaton Vance Floating-Rate Income TrustEFT Eaton Vance Floating-Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 319.47 Millions
Recent Price: 11.80    
Smart Investing & Trading Score: 40
Day Percent Change: 0.682594%    
Day Change: -0.03
Week Change: 0.169779%    
Year-to-date Change: -5.0%
EFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFT to Watchlist:       View:      Get Complete EFT Trend Analysis ➞

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