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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%
OZBelpointe PREP Real Estate - Development64.26730.61%-19.90%
LMRKLandmark Infrastructure Property Mgmt12.61100.24%0.00%
MFINMedallion  Credit Services10.3320-0.96%15.30%
BLMTBSB Bancorp Banks64.6960-1.37%0.00%
NWFLNorwood  Banks - Regional26.3120-0.23%2.92%
OVLYOak Valley Banks - Regional27.8730-0.96%3.58%
FUNDSprott Focus Closed-End Fund - Equity8.2130-1.44%15.80%
MITTAG Mortgage REIT - Mortgage7.7560-0.26%22.25%
NUONuveen Ohio Asset Mgmt60.98700.03%0.00%
NUMNuveen Michigan Asset Mgmt60.6910-0.93%0.00%
PSFCohen & Steers Select Preferred and ome Fund Closed-End Fund - Debt20.961000.58%10.46%
EODAllspring Global Closed-End Fund - Equity5.6120-1.06%16.63%
PHTPioneer High Closed-End Fund - Debt8.34800.00%11.61%
NXQNuveen Select Closed-End Fund - Debt15.59803.66%0.00%
WMCWestern Asset Mortgage9.18904.44%0.00%
ACVVirtus Diversified Closed-End Fund - Equity24.05900.00%16.78%
GLOClough Global Closed-End Fund - Equity5.6450-0.53%18.65%
FUNCFirst United Banks - Regional36.52501.07%11.61%
HTBIHomeTrust Bancshares Regional Banks36.550-1.75%10.62%
AOMRAngel Oak REIT - Mortgage9.73400.52%11.48%
TSITCW Strategic Closed-End Fund - Debt5.00800.10%6.42%
JRSNuveen Real Closed-End Fund - Debt8.1750-0.24%-3.77%
FRGEForge Global Capital Markets16.03101.84%13.09%
BNYBlackRock New Closed-End Fund - Debt10.19900.39%2.65%
PCKPIMCO California Closed-End Fund - Debt5.9010011.95%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 Belpointe PREP LLCOZ Belpointe PREP LLC
Sector: Financials
SubSector: Real Estate - Development
MarketCap: 249.14 Millions
Recent Price: 64.26    
Smart Investing & Trading Score: 73
Day Percent Change: 0.61%    
Day Change: 0.38
Week Change: 2.05%    
Year-to-date Change: -19.9%
OZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OZ to Watchlist:       View:      Get Complete OZ Trend Analysis ➞

Stock Chart of Landmark Infrastructure Partners LPLMRK Landmark Infrastructure Partners LP
Sector: Financials
SubSector: Property Management
MarketCap: 249.042 Millions
Recent Price: 12.61    
Smart Investing & Trading Score: 10
Day Percent Change: 0.238474%    
Day Change: -9999
Week Change: -23.5294%    
Year-to-date Change: 0.0%
LMRK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LMRK to Watchlist:       View:      Get Complete LMRK Trend Analysis ➞

Stock Chart of Medallion Financial CorpMFIN Medallion Financial Corp
Sector: Financials
SubSector: Credit Services
MarketCap: 248.97 Millions
Recent Price: 10.33    
Smart Investing & Trading Score: 20
Day Percent Change: -0.958773%    
Day Change: -0.06
Week Change: -3.54809%    
Year-to-date Change: 15.3%
MFIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFIN to Watchlist:       View:      Get Complete MFIN Trend Analysis ➞

Stock Chart of BSB Bancorp, Inc. (Massachusetts)BLMT BSB Bancorp, Inc. (Massachusetts)
Sector: Financials
SubSector: Money Center Banks
MarketCap: 248.78 Millions
Recent Price: 64.69    
Smart Investing & Trading Score: 60
Day Percent Change: -1.37216%    
Day Change: -9999
Week Change: 335.623%    
Year-to-date Change: 0.0%
BLMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLMT to Watchlist:       View:      Get Complete BLMT Trend Analysis ➞

Stock Chart of Norwood Financial CorpNWFL Norwood Financial Corp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 248.21 Millions
Recent Price: 26.31    
Smart Investing & Trading Score: 20
Day Percent Change: -0.227531%    
Day Change: -0.12
Week Change: -1.23874%    
Year-to-date Change: 2.9%
NWFL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWFL to Watchlist:       View:      Get Complete NWFL Trend Analysis ➞

Stock Chart of Oak Valley BancorpOVLY Oak Valley Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 247.44 Millions
Recent Price: 27.87    
Smart Investing & Trading Score: 30
Day Percent Change: -0.959488%    
Day Change: -0.29
Week Change: -3.89655%    
Year-to-date Change: 3.6%
OVLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OVLY to Watchlist:       View:      Get Complete OVLY Trend Analysis ➞

Stock Chart of Sprott Focus Trust IncFUND Sprott Focus Trust Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 246.92 Millions
Recent Price: 8.21    
Smart Investing & Trading Score: 30
Day Percent Change: -1.44058%    
Day Change: 0.01
Week Change: 0.366748%    
Year-to-date Change: 15.8%
FUND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FUND to Watchlist:       View:      Get Complete FUND Trend Analysis ➞

Stock Chart of AG Mortgage Investment Trust IncMITT AG Mortgage Investment Trust Inc
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 246.88 Millions
Recent Price: 7.75    
Smart Investing & Trading Score: 60
Day Percent Change: -0.2574%    
Day Change: -0.12
Week Change: 0%    
Year-to-date Change: 22.3%
MITT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MITT to Watchlist:       View:      Get Complete MITT Trend Analysis ➞

Stock Chart of Nuveen Ohio Quality Municipal Income FundNUO Nuveen Ohio Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 246.503 Millions
Recent Price: 60.98    
Smart Investing & Trading Score: 70
Day Percent Change: 0.0328084%    
Day Change: -9999
Week Change: 381.675%    
Year-to-date Change: 0.0%
NUO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUO to Watchlist:       View:      Get Complete NUO Trend Analysis ➞

Stock Chart of Nuveen Michigan Quality Municipal Income FundNUM Nuveen Michigan Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 246.103 Millions
Recent Price: 60.69    
Smart Investing & Trading Score: 10
Day Percent Change: -0.93046%    
Day Change: -9999
Week Change: -63.1646%    
Year-to-date Change: 0.0%
NUM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUM to Watchlist:       View:      Get Complete NUM Trend Analysis ➞

Stock Chart of Cohen & Steers Select Preferred and Income Fund IncPSF Cohen & Steers Select Preferred and Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 246.1 Millions
Recent Price: 20.96    
Smart Investing & Trading Score: 100
Day Percent Change: 0.576296%    
Day Change: -0.09
Week Change: 2.43427%    
Year-to-date Change: 10.5%
PSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSF to Watchlist:       View:      Get Complete PSF Trend Analysis ➞

Stock Chart of Allspring Global Dividend Opportunity FundEOD Allspring Global Dividend Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 245.91 Millions
Recent Price: 5.61    
Smart Investing & Trading Score: 20
Day Percent Change: -1.0582%    
Day Change: -0.03
Week Change: -2.09424%    
Year-to-date Change: 16.6%
EOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOD to Watchlist:       View:      Get Complete EOD Trend Analysis ➞

Stock Chart of Pioneer High Income Fund IncPHT Pioneer High Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 244.12 Millions
Recent Price: 8.34    
Smart Investing & Trading Score: 80
Day Percent Change: 0%    
Day Change: 0.04
Week Change: -0.239234%    
Year-to-date Change: 11.6%
PHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHT to Watchlist:       View:      Get Complete PHT Trend Analysis ➞

Stock Chart of Nuveen Select Tax-Free Income Portfolio 2NXQ Nuveen Select Tax-Free Income Portfolio 2
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 243.707 Millions
Recent Price: 15.59    
Smart Investing & Trading Score: 80
Day Percent Change: 3.65691%    
Day Change: -9999
Week Change: 2.12772%    
Year-to-date Change: 0.0%
NXQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXQ to Watchlist:       View:      Get Complete NXQ Trend Analysis ➞

Stock Chart of Western Asset Mortgage Capital CorporationWMC Western Asset Mortgage Capital Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 243.339 Millions
Recent Price: 9.18    
Smart Investing & Trading Score: 90
Day Percent Change: 4.43686%    
Day Change: -9999
Week Change: 11.1555%    
Year-to-date Change: 0.0%
WMC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WMC to Watchlist:       View:      Get Complete WMC Trend Analysis ➞

Stock Chart of Virtus Diversified Income & Convertible FundACV Virtus Diversified Income & Convertible Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 243.17 Millions
Recent Price: 24.05    
Smart Investing & Trading Score: 90
Day Percent Change: 0%    
Day Change: -0.13
Week Change: 1.7774%    
Year-to-date Change: 16.8%
ACV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACV to Watchlist:       View:      Get Complete ACV Trend Analysis ➞

Stock Chart of Clough Global Opportunities FundGLO Clough Global Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 240.35 Millions
Recent Price: 5.64    
Smart Investing & Trading Score: 50
Day Percent Change: -0.529101%    
Day Change: -0.01
Week Change: -0.353357%    
Year-to-date Change: 18.6%
GLO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLO to Watchlist:       View:      Get Complete GLO Trend Analysis ➞

Stock Chart of First United CorpFUNC First United Corp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 239.91 Millions
Recent Price: 36.52    
Smart Investing & Trading Score: 50
Day Percent Change: 1.0653%    
Day Change: -0.25
Week Change: -0.962581%    
Year-to-date Change: 11.6%
FUNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FUNC to Watchlist:       View:      Get Complete FUNC Trend Analysis ➞

Stock Chart of HomeTrust Bancshares, Inc.HTBI HomeTrust Bancshares, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 238.899 Millions
Recent Price: 36.55    
Smart Investing & Trading Score: 0
Day Percent Change: -1.74731%    
Day Change: -9999
Week Change: -0.921659%    
Year-to-date Change: 10.6%
HTBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTBI to Watchlist:       View:      Get Complete HTBI Trend Analysis ➞

Stock Chart of Angel Oak Mortgage REIT IncAOMR Angel Oak Mortgage REIT Inc
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 238.84 Millions
Recent Price: 9.73    
Smart Investing & Trading Score: 40
Day Percent Change: 0.516529%    
Day Change: -0.08
Week Change: -0.815494%    
Year-to-date Change: 11.5%
AOMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AOMR to Watchlist:       View:      Get Complete AOMR Trend Analysis ➞

Stock Chart of TCW Strategic Income Fund IncTSI TCW Strategic Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 237.97 Millions
Recent Price: 5.00    
Smart Investing & Trading Score: 80
Day Percent Change: 0.1002%    
Day Change: -0.01
Week Change: 0.200602%    
Year-to-date Change: 6.4%
TSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSI to Watchlist:       View:      Get Complete TSI Trend Analysis ➞

Stock Chart of Nuveen Real Estate Income FundJRS Nuveen Real Estate Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 236.34 Millions
Recent Price: 8.17    
Smart Investing & Trading Score: 50
Day Percent Change: -0.2442%    
Day Change: -0.04
Week Change: 1.87032%    
Year-to-date Change: -3.8%
JRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRS to Watchlist:       View:      Get Complete JRS Trend Analysis ➞

Stock Chart of Forge Global Holdings IncFRGE Forge Global Holdings Inc
Sector: Financials
SubSector: Capital Markets
MarketCap: 235.58 Millions
Recent Price: 16.03    
Smart Investing & Trading Score: 10
Day Percent Change: 1.84244%    
Day Change: -0.56
Week Change: -10.3468%    
Year-to-date Change: 13.1%
FRGE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRGE to Watchlist:       View:      Get Complete FRGE Trend Analysis ➞

Stock Chart of BlackRock New York Municipal Income TrustBNY BlackRock New York Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 234.66 Millions
Recent Price: 10.19    
Smart Investing & Trading Score: 90
Day Percent Change: 0.394089%    
Day Change: 0.01
Week Change: 2.82543%    
Year-to-date Change: 2.6%
BNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BNY to Watchlist:       View:      Get Complete BNY Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income Fund IIPCK PIMCO California Municipal Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 231.307 Millions
Recent Price: 5.90    
Smart Investing & Trading Score: 100
Day Percent Change: 11.9545%    
Day Change: -9999
Week Change: 12.5954%    
Year-to-date Change: 5.5%
PCK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCK to Watchlist:       View:      Get Complete PCK Trend Analysis ➞

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