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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 17, 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 hence an improvement of trend.

 Year To Date Performance: 12.9691 %
 Weekly Performance: 1.38733 %
 Daily Performance: 0.970874 %
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%
MHNBlackRock Muni Closed-End Fund - Debt10.26900.59%1.59%
DBLDoubleLine Opportunistic Closed-End Fund - Debt15.5320-0.45%5.23%
MKTWMarketwise  Financial Data & Stock Exchanges17.060-2.07%66.46%
HRZNHorizon Technology Asset Mgmt6.630-0.60%-20.24%
TEITempleton Emerging Closed-End Fund - Debt6.44100-0.77%32.85%
BKKBlackRock Municipal Closed-End Fund - Debt16.3280-2.57%0.00%
MYJBlackRock MuniYield Closed-End Fund - Debt13.94706.66%0.00%
COWNCowen  Brokerage38.99300.00%0.00%
CHFNCharter  Regional Banks0.09303.45%0.00%
ANCXAccess National Regional Banks0.09303.45%0.00%
OPRTOportun  Credit Services6.80701.64%74.81%
JPINuveen Preferred Closed-End Fund - Debt20.6960-0.05%10.83%
NASBNASB  S&L34.5020-0.89%-6.30%
FFKTFarmers Capital Regional Banks37.0000.08%0.00%
RSOResource Capital REIT - 9.98200.00%0.00%
BKTBlackRock ome Closed-End Fund - Debt11.5900.52%5.66%
BWBBPBridgewater Bancshares Banks - Regional20.54701.01%6.47%
DSMBNY  Closed-End Fund - Debt5.9390-0.34%4.36%
TDFTempleton Dragon Closed-End Fund - Foreign11.841001.37%44.17%
TAP.AMolson Coors N/A58.3020-0.83%0.00%
NCANuveen California Closed-End Fund - Debt8.74900.34%5.80%
AHPAshford Hospitality REIT46.9040-0.30%0.00%
OIAInvesco Municipal Closed-End Fund - Debt6.1690-0.16%6.48%
ACREAres Commercial REIT - Mortgage4.79500.21%-14.23%
PMOPutnam Municipal Closed-End Fund - Debt10.47900.96%5.51%
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 12.9691% and is currently underperforming the overall market by -0.1777% 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: 12.9691%
**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[209%] Robinhood Markets[201%]
Metalpha Technology[196%] Cipher Mining[156%] Mr. Cooper[135%]
LoanDepot [134%] Banco Santander[129%] Deutsche Bank[118%]
IHS Holding[118%] Banco Bilbao[108%]
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[-72%] Grupo Supervielle[-66%]
Banco Macro[-60%] BBVA Argentina[-59%] Signature Bank[-57%]
eHealth [-57%] Grupo Financiero[-57%] CPI Card[-53%]
.
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] B. Riley[100]
PIMCO California[100] Better Home[100] Triumph Bancorp[100]
Cipher Mining[100] PIMCO Municipal[100] PIMCO Municipal[100]
SuRo Capital[100] Front Yard[100] National General[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 BlackRock MuniHoldings New York Quality Fund IncMHN BlackRock MuniHoldings New York Quality Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 295.46 Millions
Recent Price: 10.26    
Smart Investing & Trading Score: 90
Day Percent Change: 0.588235%    
Day Change: -0.01
Week Change: 3.11558%    
Year-to-date Change: 1.6%
MHN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHN to Watchlist:       View:      Get Complete MHN Trend Analysis ➞

Stock Chart of DoubleLine Opportunistic Credit FundDBL DoubleLine Opportunistic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 295.22 Millions
Recent Price: 15.53    
Smart Investing & Trading Score: 20
Day Percent Change: -0.448718%    
Day Change: 0.09
Week Change: -0.956633%    
Year-to-date Change: 5.2%
DBL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DBL to Watchlist:       View:      Get Complete DBL Trend Analysis ➞

Stock Chart of Marketwise IncMKTW Marketwise Inc
Sector: Financials
SubSector: Financial Data & Stock Exchanges
MarketCap: 294.53 Millions
Recent Price: 17.06    
Smart Investing & Trading Score: 0
Day Percent Change: -2.06659%    
Day Change: -0.53
Week Change: -4.04949%    
Year-to-date Change: 66.5%
MKTW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MKTW to Watchlist:       View:      Get Complete MKTW Trend Analysis ➞

Stock Chart of Horizon Technology Finance CorpHRZN Horizon Technology Finance Corp
Sector: Financials
SubSector: Asset Management
MarketCap: 293.99 Millions
Recent Price: 6.63    
Smart Investing & Trading Score: 0
Day Percent Change: -0.5997%    
Day Change: 0.01
Week Change: -4.329%    
Year-to-date Change: -20.2%
HRZN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HRZN to Watchlist:       View:      Get Complete HRZN Trend Analysis ➞

Stock Chart of Templeton Emerging Markets Income Fund IncTEI Templeton Emerging Markets Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 293.76 Millions
Recent Price: 6.44    
Smart Investing & Trading Score: 100
Day Percent Change: -0.770416%    
Day Change: 0
Week Change: 2.38474%    
Year-to-date Change: 32.8%
TEI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TEI to Watchlist:       View:      Get Complete TEI Trend Analysis ➞

Stock Chart of BlackRock Municipal 2020 Term TrustBKK BlackRock Municipal 2020 Term Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 291.507 Millions
Recent Price: 16.32    
Smart Investing & Trading Score: 80
Day Percent Change: -2.56716%    
Day Change: -9999
Week Change: 5340%    
Year-to-date Change: 0.0%
BKK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKK to Watchlist:       View:      Get Complete BKK Trend Analysis ➞

Stock Chart of BlackRock MuniYield New Jersey Fund, Inc.MYJ BlackRock MuniYield New Jersey Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 291.307 Millions
Recent Price: 13.94    
Smart Investing & Trading Score: 70
Day Percent Change: 6.65647%    
Day Change: -9999
Week Change: 6.0076%    
Year-to-date Change: 0.0%
MYJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYJ to Watchlist:       View:      Get Complete MYJ Trend Analysis ➞

Stock Chart of Cowen Inc.COWN Cowen Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 290.705 Millions
Recent Price: 38.99    
Smart Investing & Trading Score: 30
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
COWN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COWN to Watchlist:       View:      Get Complete COWN Trend Analysis ➞

Stock Chart of Charter Financial CorporationCHFN Charter Financial Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 289.94 Millions
Recent Price: 0.09    
Smart Investing & Trading Score: 30
Day Percent Change: 3.44828%    
Day Change: -9999
Week Change: -99.345%    
Year-to-date Change: 0.0%
CHFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHFN to Watchlist:       View:      Get Complete CHFN Trend Analysis ➞

Stock Chart of Access National CorporationANCX Access National Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 289.39 Millions
Recent Price: 0.09    
Smart Investing & Trading Score: 30
Day Percent Change: 3.44828%    
Day Change: -9999
Week Change: -99.345%    
Year-to-date Change: 0.0%
ANCX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ANCX to Watchlist:       View:      Get Complete ANCX Trend Analysis ➞

Stock Chart of Oportun Financial CorpOPRT Oportun Financial Corp
Sector: Financials
SubSector: Credit Services
MarketCap: 289.14 Millions
Recent Price: 6.80    
Smart Investing & Trading Score: 70
Day Percent Change: 1.64425%    
Day Change: 0.19
Week Change: 2.1021%    
Year-to-date Change: 74.8%
OPRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPRT to Watchlist:       View:      Get Complete OPRT Trend Analysis ➞

Stock Chart of Nuveen Preferred Securities & Income Opportunities FundJPI Nuveen Preferred Securities & Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 288.77 Millions
Recent Price: 20.69    
Smart Investing & Trading Score: 60
Day Percent Change: -0.0483092%    
Day Change: -0.08
Week Change: 0.730282%    
Year-to-date Change: 10.8%
JPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPI to Watchlist:       View:      Get Complete JPI Trend Analysis ➞

Stock Chart of NASB Financial, Inc.NASB NASB Financial, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 287.77 Millions
Recent Price: 34.50    
Smart Investing & Trading Score: 20
Day Percent Change: -0.890549%    
Day Change: -9999
Week Change: 1.11372%    
Year-to-date Change: -6.3%
NASB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NASB to Watchlist:       View:      Get Complete NASB Trend Analysis ➞

Stock Chart of Farmers Capital Bank CorporationFFKT Farmers Capital Bank Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 287.66 Millions
Recent Price: 37.00    
Smart Investing & Trading Score: 0
Day Percent Change: 0.0811469%    
Day Change: -9999
Week Change: -47.1429%    
Year-to-date Change: 0.0%
FFKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFKT to Watchlist:       View:      Get Complete FFKT Trend Analysis ➞

Stock Chart of Resource Capital Corp.RSO Resource Capital Corp.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 287.58 Millions
Recent Price: 9.98    
Smart Investing & Trading Score: 20
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
RSO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RSO to Watchlist:       View:      Get Complete RSO Trend Analysis ➞

Stock Chart of BlackRock Income Trust IncBKT BlackRock Income Trust Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 285.91 Millions
Recent Price: 11.59    
Smart Investing & Trading Score: 0
Day Percent Change: 0.520382%    
Day Change: -0.07
Week Change: -1.94585%    
Year-to-date Change: 5.7%
BKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKT to Watchlist:       View:      Get Complete BKT Trend Analysis ➞

Stock Chart of Bridgewater Bancshares, Inc.BWBBP Bridgewater Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 285 Millions
Recent Price: 20.54    
Smart Investing & Trading Score: 70
Day Percent Change: 1.01355%    
Day Change: -0.08
Week Change: 3.2191%    
Year-to-date Change: 6.5%
BWBBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWBBP to Watchlist:       View:      Get Complete BWBBP Trend Analysis ➞

Stock Chart of BNY Mellon Strategic Municipal Bond Fund IncDSM BNY Mellon Strategic Municipal Bond Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 284.21 Millions
Recent Price: 5.93    
Smart Investing & Trading Score: 90
Day Percent Change: -0.336134%    
Day Change: 0
Week Change: 1.5411%    
Year-to-date Change: 4.4%
DSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSM to Watchlist:       View:      Get Complete DSM Trend Analysis ➞

Stock Chart of Templeton Dragon Fund IncTDF Templeton Dragon Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 284.21 Millions
Recent Price: 11.84    
Smart Investing & Trading Score: 100
Day Percent Change: 1.36986%    
Day Change: 0
Week Change: 4.40917%    
Year-to-date Change: 44.2%
TDF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TDF to Watchlist:       View:      Get Complete TDF Trend Analysis ➞

Stock Chart of Molson Coors Brewing A TAP.A Molson Coors Brewing A
Sector: Financials
SubSector: N/A
MarketCap: 284.166 Millions
Recent Price: 58.30    
Smart Investing & Trading Score: 20
Day Percent Change: -0.833475%    
Day Change: -9999
Week Change: -1.18644%    
Year-to-date Change: 0.0%
TAP.A Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TAP.A to Watchlist:       View:      Get Complete TAP.A Trend Analysis ➞

Stock Chart of Nuveen California Municipal Value FundNCA Nuveen California Municipal Value Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 284.07 Millions
Recent Price: 8.74    
Smart Investing & Trading Score: 90
Day Percent Change: 0.344432%    
Day Change: 0.01
Week Change: 1.04046%    
Year-to-date Change: 5.8%
NCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCA to Watchlist:       View:      Get Complete NCA Trend Analysis ➞

Stock Chart of Ashford Hospitality Prime, Inc.AHP Ashford Hospitality Prime, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 283.84 Millions
Recent Price: 46.90    
Smart Investing & Trading Score: 40
Day Percent Change: -0.297619%    
Day Change: -9999
Week Change: 6.59091%    
Year-to-date Change: 0.0%
AHP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AHP to Watchlist:       View:      Get Complete AHP Trend Analysis ➞

Stock Chart of Invesco Municipal Income Opportunities TrustOIA Invesco Municipal Income Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 283.2 Millions
Recent Price: 6.16    
Smart Investing & Trading Score: 90
Day Percent Change: -0.162075%    
Day Change: -0.02
Week Change: 4.58404%    
Year-to-date Change: 6.5%
OIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OIA to Watchlist:       View:      Get Complete OIA Trend Analysis ➞

Stock Chart of Ares Commercial Real Estate CorpACRE Ares Commercial Real Estate Corp
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 282.18 Millions
Recent Price: 4.79    
Smart Investing & Trading Score: 50
Day Percent Change: 0.209205%    
Day Change: -0.15
Week Change: -1.44033%    
Year-to-date Change: -14.2%
ACRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACRE to Watchlist:       View:      Get Complete ACRE Trend Analysis ➞

Stock Chart of Putnam Municipal Opportunities TrustPMO Putnam Municipal Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 281.14 Millions
Recent Price: 10.47    
Smart Investing & Trading Score: 90
Day Percent Change: 0.96432%    
Day Change: -0.05
Week Change: 3.05118%    
Year-to-date Change: 5.5%
PMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMO to Watchlist:       View:      Get Complete PMO Trend Analysis ➞

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