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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 15, 2025 - Although long term and short term trends for Financial sector are good, the mid term i.e weekly trends are deteriorating.

The overall Smart Investing & Trading Score is 80 (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 70 and an improvement of trend continues.

 Year To Date Performance: 9.94 %
 Weekly Performance: 1.56 %
 Daily Performance: 26.65 %
12Stocks.com
Financial Sector Trend
80 / 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%
CLMCornerstone Strategic Asset Mgmt8.19900.27%7.93%
CLMCornerstone Strategic Asset Mgmt8.20900.27%7.93%
TDFTempleton Dragon Closed-End Fund - Foreign10.5280-16.61%28.84%
VVRInvesco Senior Closed-End Fund - Debt3.63100.47%-0.97%
CHICalamos Convertible Closed-End Fund - Debt10.3020-0.09%-8.10%
NXJNuveen New Asset Mgmt11.46500.44%-1.27%
NXJNuveen New Asset Mgmt11.44500.44%-1.27%
BFKBlackRock Municipal Closed-End Fund - Debt9.881000.86%3.34%
MUCBlackRock Muni Closed-End Fund - Debt10.33706.95%0.90%
RABrookfield Real Asset Mgmt13.17700.84%6.24%
RABrookfield Real Asset Mgmt13.15700.84%6.24%
MTALMetals Acquisition SPAC12.11413.33%14.12%
RWAYRunway Growth Credit Services10.94630.75%8.15%
VCVInvesco California Closed-End Fund - Debt10.26700.56%-2.60%
NBBNuveen Taxable Asset Mgmt15.8560-0.18%11.85%
KCLIKansas City Life Insurance35.00600.00%NA
BOEBlackRock Enhanced Closed-End Fund - Foreign11.50808.81%13.12%
IGRCBRE Clarion Closed-End Fund - Foreign4.94204.52%10.91%
CIIBlackRock Enhanced Closed-End Fund - Equity22.25800.91%16.14%
CNOBConnectOne Bancorp Regional Banks24.57907.15%8.77%
CNOBConnectOne Bancorp Regional Banks24.38907.15%8.77%
LDPCohen & Steers Duration Preferred and ome Fund Closed-End Fund - Debt21.12400.77%12.21%
TRINTrinity Capital Asset Mgmt16.11100-0.11%19.36%
TBLDThornburg ome Closed-End Fund - Equity19.99600.98%27.42%
WRLDWorld Acceptance Credit Services172.2890-24.05%53.22%
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 9.94% and is currently underperforming the overall market by -0.39% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 80
YTD Performance: 9.94%
**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%]
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
AdvisorShares Pure[57.9%]
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
PHH [-90%] PHH [-90%] SunTrust Banks[-90%]
SunTrust Banks[-90%] CIM Commercial[-87%] CIM Commercial[-87%]
Fangdd Network[-82%] Office Properties[-75%] Signature Bank[-64%]
Signature Bank[-64%] eHealth [-62%] eHealth [-62%]
.
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
LendingTree [100] LendingTree [100] Newmark [100]
Jefferies [100] Axos [100] Nomura [100]
Nomura [100] Stewart Information[100] Stewart Information[100]
Lloyds Banking[100] Lloyds Banking[100] Investors Title[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  52.768026.651.569.94%
XLFFinancial  53.018026.651.569.94%
IAIBroker-Dealers & Secs 175.936031.391.4222.78%
IAIBroker-Dealers & Secs 176.406031.391.4222.78%
IYFFinancials  123.52801.361.712.44%
IYFFinancials  123.96801.361.712.44%
IYGFinancial Services  87.47801.271.6613.03%
IYGFinancial Services  88.01801.271.6613.03%
KRERegional Banking  62.649019.255.515.21%
KRERegional Banking  62.609019.255.515.21%
IXGGlobal Financials  114.711001.392.120.28%
VFHFinancials  129.18801.291.8710.29%
VFHFinancials  129.73801.291.8710.29%
KBEBank  58.869028.035.097.6%
KBEBank  58.859028.035.097.6%
FASFinancial Bull 3X 169.37803.144.4512.86%
FASFinancial Bull 3X 171.85803.144.4512.86%
FAZFinancial Bear 3X 4.3430-2.91-4.19-30.05%
FAZFinancial Bear 3X 4.2630-2.91-4.19-30.05%
UYGFinancials  95.80801.93.0112.59%
UYGFinancials  96.75801.93.0112.59%
IATRegional Banks  51.44803.214.33.58%
IATRegional Banks  51.65803.214.33.58%
KIEInsurance  58.76701.072.84.78%
KIEInsurance  58.50701.072.84.78%
PSCFSmallCap Financials  56.7510017.964.694.65%
EUFNEurope Financials  34.2210023.343.750.74%
EUFNEurope Financials  34.4510023.343.750.74%
PGFFinancial Preferred  14.481000.360.913.17%
PGFFinancial Preferred  14.411000.360.913.17%
 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 Cornerstone Strategic Value Fund, Inc.CLM Cornerstone Strategic Value Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 512.703 Millions
Recent Price: 8.19    
Smart Investing & Trading Score: 90
Day Percent Change: 0.27%    
Day Change: 0.02
Week Change: 0.99%    
Year-to-date Change: 7.9%
CLM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CLM to Watchlist:       View:      Get Complete CLM Trend Analysis ➞

Stock Chart of Cornerstone Strategic Value Fund, Inc.CLM Cornerstone Strategic Value Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 512.703 Millions
Recent Price: 8.20    
Smart Investing & Trading Score: 90
Day Percent Change: 0.27%    
Day Change: 0.02
Week Change: 0.99%    
Year-to-date Change: 7.9%
CLM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CLM to Watchlist:       View:      Get Complete CLM Trend Analysis ➞

Stock Chart of Templeton Dragon Fund, Inc.TDF Templeton Dragon Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 507.847 Millions
Recent Price: 10.52    
Smart Investing & Trading Score: 80
Day Percent Change: -16.61%    
Day Change: -1.56
Week Change: 3.78%    
Year-to-date Change: 28.8%
TDF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TDF to Watchlist:       View:      Get Complete TDF 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: 3.63    
Smart Investing & Trading Score: 10
Day Percent Change: 0.47%    
Day Change: 0.02
Week Change: -1.35%    
Year-to-date Change: -1.0%
VVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VVR to Watchlist:       View:      Get Complete VVR Trend Analysis ➞

Stock Chart of Calamos Convertible Opportunities and Income FundCHI Calamos Convertible Opportunities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 503.507 Millions
Recent Price: 10.30    
Smart Investing & Trading Score: 20
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 1.17%    
Year-to-date Change: -8.1%
CHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHI to Watchlist:       View:      Get Complete CHI Trend Analysis ➞

Stock Chart of Nuveen New Jersey Quality Municipal Income FundNXJ Nuveen New Jersey Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 501.803 Millions
Recent Price: 11.46    
Smart Investing & Trading Score: 50
Day Percent Change: 0.44%    
Day Change: 0.05
Week Change: 0.79%    
Year-to-date Change: -1.3%
NXJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXJ to Watchlist:       View:      Get Complete NXJ Trend Analysis ➞

Stock Chart of Nuveen New Jersey Quality Municipal Income FundNXJ Nuveen New Jersey Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 501.803 Millions
Recent Price: 11.44    
Smart Investing & Trading Score: 50
Day Percent Change: 0.44%    
Day Change: 0.05
Week Change: 0.79%    
Year-to-date Change: -1.3%
NXJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXJ to Watchlist:       View:      Get Complete NXJ Trend Analysis ➞

Stock Chart of BlackRock Municipal Income TrustBFK BlackRock Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 500.707 Millions
Recent Price: 9.88    
Smart Investing & Trading Score: 100
Day Percent Change: 0.86%    
Day Change: 0.09
Week Change: 1.55%    
Year-to-date Change: 3.3%
BFK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFK to Watchlist:       View:      Get Complete BFK Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings California Quality Fund, Inc.MUC BlackRock MuniHoldings California Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 498.507 Millions
Recent Price: 10.33    
Smart Investing & Trading Score: 70
Day Percent Change: 6.95%    
Day Change: 0.73
Week Change: 0.58%    
Year-to-date Change: 0.9%
MUC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUC to Watchlist:       View:      Get Complete MUC Trend Analysis ➞

Stock Chart of Brookfield Real Assets Income Fund Inc.RA Brookfield Real Assets Income Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 497.703 Millions
Recent Price: 13.17    
Smart Investing & Trading Score: 70
Day Percent Change: 0.84%    
Day Change: 0.11
Week Change: -0.39%    
Year-to-date Change: 6.2%
RA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RA to Watchlist:       View:      Get Complete RA Trend Analysis ➞

Stock Chart of Brookfield Real Assets Income Fund Inc.RA Brookfield Real Assets Income Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 497.703 Millions
Recent Price: 13.15    
Smart Investing & Trading Score: 70
Day Percent Change: 0.84%    
Day Change: 0.11
Week Change: -0.39%    
Year-to-date Change: 6.2%
RA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RA to Watchlist:       View:      Get Complete RA Trend Analysis ➞

Stock Chart of Metals Acquisition LimitedMTAL Metals Acquisition Limited
Sector: Financials
SubSector: SPAC
MarketCap: 497 Millions
Recent Price: 12.11    
Smart Investing & Trading Score: 41
Day Percent Change: 3.33%    
Day Change: 0.39
Week Change: 0.33%    
Year-to-date Change: 14.1%
MTAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTAL to Watchlist:       View:      Get Complete MTAL Trend Analysis ➞

Stock Chart of Runway Growth Finance Corp.RWAY Runway Growth Finance Corp.
Sector: Financials
SubSector: Credit Services
MarketCap: 497 Millions
Recent Price: 10.94    
Smart Investing & Trading Score: 63
Day Percent Change: 0.75%    
Day Change: 0.08
Week Change: 1.84%    
Year-to-date Change: 8.2%
RWAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RWAY to Watchlist:       View:      Get Complete RWAY Trend Analysis ➞

Stock Chart of Invesco California Value Municipal Income TrustVCV Invesco California Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 495.407 Millions
Recent Price: 10.26    
Smart Investing & Trading Score: 70
Day Percent Change: 0.56%    
Day Change: 0.06
Week Change: 0.1%    
Year-to-date Change: -2.6%
VCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCV to Watchlist:       View:      Get Complete VCV Trend Analysis ➞

Stock Chart of Nuveen Taxable Municipal Income FundNBB Nuveen Taxable Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 495.403 Millions
Recent Price: 15.85    
Smart Investing & Trading Score: 60
Day Percent Change: -0.18%    
Day Change: -0.03
Week Change: 0.69%    
Year-to-date Change: 11.9%
NBB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBB to Watchlist:       View:      Get Complete NBB Trend Analysis ➞

Stock Chart of Kansas City Life Insurance CompanyKCLI Kansas City Life Insurance Company
Sector: Financials
SubSector: Life Insurance
MarketCap: 495.24 Millions
Recent Price: 35.00    
Smart Investing & Trading Score: 60
Day Percent Change: 0%    
Day Change: 0
Week Change: 28002.9%    
Year-to-date Change: 27,515.8%
KCLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KCLI to Watchlist:       View:      Get Complete KCLI Trend Analysis ➞

Stock Chart of BlackRock Enhanced Global Dividend TrustBOE BlackRock Enhanced Global Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 494.847 Millions
Recent Price: 11.50    
Smart Investing & Trading Score: 80
Day Percent Change: 8.81%    
Day Change: 0.89
Week Change: 1.23%    
Year-to-date Change: 13.1%
BOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BOE to Watchlist:       View:      Get Complete BOE Trend Analysis ➞

Stock Chart of CBRE Clarion Global Real Estate Income FundIGR CBRE Clarion Global Real Estate Income Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 494.347 Millions
Recent Price: 4.94    
Smart Investing & Trading Score: 20
Day Percent Change: 4.52%    
Day Change: 0.27
Week Change: 0.61%    
Year-to-date Change: 10.9%
IGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGR to Watchlist:       View:      Get Complete IGR Trend Analysis ➞

Stock Chart of BlackRock Enhanced Capital and Income Fund, Inc.CII BlackRock Enhanced Capital and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 494.247 Millions
Recent Price: 22.25    
Smart Investing & Trading Score: 80
Day Percent Change: 0.91%    
Day Change: 0.18
Week Change: 1.93%    
Year-to-date Change: 16.1%
CII Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CII to Watchlist:       View:      Get Complete CII Trend Analysis ➞

Stock Chart of ConnectOne Bancorp, Inc.CNOB ConnectOne Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 491.899 Millions
Recent Price: 24.57    
Smart Investing & Trading Score: 90
Day Percent Change: 7.15%    
Day Change: 1.69
Week Change: 7.43%    
Year-to-date Change: 8.8%
CNOB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNOB to Watchlist:       View:      Get Complete CNOB Trend Analysis ➞

Stock Chart of ConnectOne Bancorp, Inc.CNOB ConnectOne Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 491.899 Millions
Recent Price: 24.38    
Smart Investing & Trading Score: 90
Day Percent Change: 7.15%    
Day Change: 1.69
Week Change: 7.43%    
Year-to-date Change: 8.8%
CNOB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNOB to Watchlist:       View:      Get Complete CNOB Trend Analysis ➞

Stock Chart of Cohen & Steers Limited Duration Preferred and Income Fund, Inc.LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 491.507 Millions
Recent Price: 21.12    
Smart Investing & Trading Score: 40
Day Percent Change: 0.77%    
Day Change: 0.15
Week Change: 0.28%    
Year-to-date Change: 12.2%
LDP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LDP to Watchlist:       View:      Get Complete LDP Trend Analysis ➞

Stock Chart of Trinity Capital Inc.TRIN Trinity Capital Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 491 Millions
Recent Price: 16.11    
Smart Investing & Trading Score: 100
Day Percent Change: -0.11%    
Day Change: -0.02
Week Change: 5.15%    
Year-to-date Change: 19.4%
TRIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRIN to Watchlist:       View:      Get Complete TRIN Trend Analysis ➞

Stock Chart of Thornburg Income Builder Opportunities TrustTBLD Thornburg Income Builder Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 489 Millions
Recent Price: 19.99    
Smart Investing & Trading Score: 60
Day Percent Change: 0.98%    
Day Change: 0.16
Week Change: 0.1%    
Year-to-date Change: 27.4%
TBLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TBLD to Watchlist:       View:      Get Complete TBLD Trend Analysis ➞

Stock Chart of World Acceptance CorporationWRLD World Acceptance Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 486.408 Millions
Recent Price: 172.28    
Smart Investing & Trading Score: 90
Day Percent Change: -24.05%    
Day Change: -37.07
Week Change: 7.14%    
Year-to-date Change: 53.2%
WRLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WRLD to Watchlist:       View:      Get Complete WRLD Trend Analysis ➞

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