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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 PriceSmart Investing & Trading ScoreChange %YTD Change%
WHFWhiteHorse Finance Asset Mgmt8.81600.57%-4.22%
JRSNuveen Real Closed-End Fund - Debt8.1340-0.49%-4.24%
DOCHealthpeak Properties REIT18.571001.98%-4.31%
PFLTPennantPark Floating Asset Mgmt9.82100.41%-4.34%
INVHInvitation Homes REIT29.520-0.40%-4.44%
RPTRithm Property REIT - Mortgage2.66401.92%-4.48%
CHICalamos Convertible Closed-End Fund - Debt10.65800.47%-4.51%
NPVNuveen Virginia Closed-End Fund - Debt11.5780-0.34%-4.57%
DRHDiamondrock Hospitality REIT - Hotel & Motel8.33702.46%-4.66%
VVRInvesco Senior Closed-End Fund - Debt3.54400.28%-4.68%
IBCPIndependent Bank Banks - Regional31.97202.50%-4.70%
CPTCamden Property REIT107.3200.80%-4.73%
FMAOFarmers & Merchants Bancorp Banks - Regional26.52702.75%-4.77%
NBTBNBT Ban Banks - Regional44.19803.32%-4.83%
PXP10  Asset Mgmt12.14403.58%-4.86%
FPIFarmland Partners REIT - Specialty11.07701.37%-4.86%
SLGSL Green REIT - Office63.03602.12%-4.98%
MAAMid-America Apartment REIT140.54100.71%-5.04%
EFREaton Vance Closed-End Fund - Debt11.60100.17%-5.10%
BHLBBerkshire Hills S&L26.1350-0.65%-5.26%
UNBUnion Bankshares Banks - Regional25.8310-0.62%-5.44%
DHILDiamond Hill Asset Mgmt142.75401.78%-5.48%
EVFEaton Vance Closed-End Fund - Debt5.530-0.18%-5.48%
WSRWhitestone REIT REIT - Retail12.94701.73%-5.51%
PMFPIMCO Municipal Closed-End Fund - Debt8.291006.83%-5.53%
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 WhiteHorse Finance IncWHF WhiteHorse Finance Inc
Sector: Financials
SubSector: Asset Management
MarketCap: 203.61 Millions
Recent Price: 8.81    
Smart Investing & Trading Score: 60
Day Percent Change: 0.570776%    
Day Change: 0.04
Week Change: 1.3809%    
Year-to-date Change: -4.2%
WHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WHF to Watchlist:       View:      Get Complete WHF 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: 8.13    
Smart Investing & Trading Score: 40
Day Percent Change: -0.489596%    
Day Change: -0.04
Week Change: 0.618812%    
Year-to-date Change: -4.2%
JRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRS to Watchlist:       View:      Get Complete JRS Trend Analysis ➞

Stock Chart of Healthpeak Properties IncDOC Healthpeak Properties Inc
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 13055.5 Millions
Recent Price: 18.57    
Smart Investing & Trading Score: 100
Day Percent Change: 1.97694%    
Day Change: 0.06
Week Change: 3.45404%    
Year-to-date Change: -4.3%
DOC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DOC to Watchlist:       View:      Get Complete DOC Trend Analysis ➞

Stock Chart of PennantPark Floating Rate Capital LtdPFLT PennantPark Floating Rate Capital Ltd
Sector: Financials
SubSector: Asset Management
MarketCap: 1017.98 Millions
Recent Price: 9.82    
Smart Investing & Trading Score: 10
Day Percent Change: 0.408998%    
Day Change: -0.04
Week Change: -3.25123%    
Year-to-date Change: -4.3%
PFLT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFLT to Watchlist:       View:      Get Complete PFLT Trend Analysis ➞

Stock Chart of Invitation Homes IncINVH Invitation Homes Inc
Sector: Financials
SubSector: REIT - Residential
MarketCap: 18543.5 Millions
Recent Price: 29.52    
Smart Investing & Trading Score: 0
Day Percent Change: -0.404858%    
Day Change: 0
Week Change: -1.63279%    
Year-to-date Change: -4.4%
INVH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INVH to Watchlist:       View:      Get Complete INVH Trend Analysis ➞

Stock Chart of Rithm Property Trust IncRPT Rithm Property Trust Inc
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 120.82 Millions
Recent Price: 2.66    
Smart Investing & Trading Score: 40
Day Percent Change: 1.91571%    
Day Change: -0.01
Week Change: -1.48148%    
Year-to-date Change: -4.5%
RPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RPT to Watchlist:       View:      Get Complete RPT 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: 816.09 Millions
Recent Price: 10.65    
Smart Investing & Trading Score: 80
Day Percent Change: 0.471698%    
Day Change: -0.01
Week Change: 2.20729%    
Year-to-date Change: -4.5%
CHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHI to Watchlist:       View:      Get Complete CHI Trend Analysis ➞

Stock Chart of Nuveen Virginia Quality Municipal Income FundNPV Nuveen Virginia Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 207.45 Millions
Recent Price: 11.57    
Smart Investing & Trading Score: 80
Day Percent Change: -0.344531%    
Day Change: 0.02
Week Change: -0.258621%    
Year-to-date Change: -4.6%
NPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NPV to Watchlist:       View:      Get Complete NPV Trend Analysis ➞

Stock Chart of Diamondrock Hospitality CoDRH Diamondrock Hospitality Co
Sector: Financials
SubSector: REIT - Hotel & Motel
MarketCap: 1767.32 Millions
Recent Price: 8.33    
Smart Investing & Trading Score: 70
Day Percent Change: 2.46002%    
Day Change: 0.01
Week Change: -0.596659%    
Year-to-date Change: -4.7%
DRH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DRH to Watchlist:       View:      Get Complete DRH 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 Independent Bank Corporation (Ionia, MI)IBCP Independent Bank Corporation (Ionia, MI)
Sector: Financials
SubSector: Banks - Regional
MarketCap: 679.69 Millions
Recent Price: 31.97    
Smart Investing & Trading Score: 20
Day Percent Change: 2.5008%    
Day Change: -0.14
Week Change: 0.0939261%    
Year-to-date Change: -4.7%
IBCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBCP to Watchlist:       View:      Get Complete IBCP Trend Analysis ➞

Stock Chart of Camden Property TrustCPT Camden Property Trust
Sector: Financials
SubSector: REIT - Residential
MarketCap: 15763.3 Millions
Recent Price: 107.32    
Smart Investing & Trading Score: 0
Day Percent Change: 0.798347%    
Day Change: 0.97
Week Change: -1.4056%    
Year-to-date Change: -4.7%
CPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CPT to Watchlist:       View:      Get Complete CPT Trend Analysis ➞

Stock Chart of Farmers & Merchants Bancorp IncFMAO Farmers & Merchants Bancorp Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 359.3 Millions
Recent Price: 26.52    
Smart Investing & Trading Score: 70
Day Percent Change: 2.75087%    
Day Change: -0.64
Week Change: 2.99029%    
Year-to-date Change: -4.8%
FMAO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMAO to Watchlist:       View:      Get Complete FMAO Trend Analysis ➞

Stock Chart of NBT Bancorp. IncNBTB NBT Bancorp. Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 2307.44 Millions
Recent Price: 44.19    
Smart Investing & Trading Score: 80
Day Percent Change: 3.32008%    
Day Change: 0.03
Week Change: 2.26799%    
Year-to-date Change: -4.8%
NBTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBTB to Watchlist:       View:      Get Complete NBTB Trend Analysis ➞

Stock Chart of P10 IncPX P10 Inc
Sector: Financials
SubSector: Asset Management
MarketCap: 1321.84 Millions
Recent Price: 12.14    
Smart Investing & Trading Score: 40
Day Percent Change: 3.58362%    
Day Change: 0.09
Week Change: -0.164474%    
Year-to-date Change: -4.9%
PX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PX to Watchlist:       View:      Get Complete PX Trend Analysis ➞

Stock Chart of Farmland Partners IncFPI Farmland Partners Inc
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 473.44 Millions
Recent Price: 11.07    
Smart Investing & Trading Score: 70
Day Percent Change: 1.37363%    
Day Change: 0
Week Change: 3.74883%    
Year-to-date Change: -4.9%
FPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FPI to Watchlist:       View:      Get Complete FPI Trend Analysis ➞

Stock Chart of SL Green Realty CorpSLG SL Green Realty Corp
Sector: Financials
SubSector: REIT - Office
MarketCap: 4703.47 Millions
Recent Price: 63.03    
Smart Investing & Trading Score: 60
Day Percent Change: 2.12249%    
Day Change: -0.06
Week Change: 4.2335%    
Year-to-date Change: -5.0%
SLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLG to Watchlist:       View:      Get Complete SLG Trend Analysis ➞

Stock Chart of Mid-America Apartment Communities, IncMAA Mid-America Apartment Communities, Inc
Sector: Financials
SubSector: REIT - Residential
MarketCap: 17451 Millions
Recent Price: 140.54    
Smart Investing & Trading Score: 10
Day Percent Change: 0.709423%    
Day Change: 1.26
Week Change: -0.650361%    
Year-to-date Change: -5.0%
MAA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MAA to Watchlist:       View:      Get Complete MAA 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: 11.60    
Smart Investing & Trading Score: 10
Day Percent Change: 0.172712%    
Day Change: 0.01
Week Change: -0.257096%    
Year-to-date Change: -5.1%
EFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFR to Watchlist:       View:      Get Complete EFR Trend Analysis ➞

Stock Chart of Berkshire Hills Bancorp, Inc.BHLB Berkshire Hills Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 686.33 Millions
Recent Price: 26.13    
Smart Investing & Trading Score: 50
Day Percent Change: -0.646388%    
Day Change: 0.01
Week Change: 2.83353%    
Year-to-date Change: -5.3%
BHLB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHLB to Watchlist:       View:      Get Complete BHLB Trend Analysis ➞

Stock Chart of Union Bankshares, IncUNB Union Bankshares, Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 117.7 Millions
Recent Price: 25.83    
Smart Investing & Trading Score: 10
Day Percent Change: -0.615621%    
Day Change: -0.91
Week Change: -1.78707%    
Year-to-date Change: -5.4%
UNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNB to Watchlist:       View:      Get Complete UNB Trend Analysis ➞

Stock Chart of Diamond Hill Investment Group, IncDHIL Diamond Hill Investment Group, Inc
Sector: Financials
SubSector: Asset Management
MarketCap: 388.34 Millions
Recent Price: 142.75    
Smart Investing & Trading Score: 40
Day Percent Change: 1.77527%    
Day Change: 1.66
Week Change: 0.415025%    
Year-to-date Change: -5.5%
DHIL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHIL to Watchlist:       View:      Get Complete DHIL Trend Analysis ➞

Stock Chart of Eaton Vance Senior Income TrustEVF Eaton Vance Senior Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 100.55 Millions
Recent Price: 5.53    
Smart Investing & Trading Score: 0
Day Percent Change: -0.180505%    
Day Change: 0.01
Week Change: -0.539568%    
Year-to-date Change: -5.5%
EVF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVF to Watchlist:       View:      Get Complete EVF Trend Analysis ➞

Stock Chart of Whitestone REITWSR Whitestone REIT
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1343.21 Millions
Recent Price: 12.94    
Smart Investing & Trading Score: 70
Day Percent Change: 1.72956%    
Day Change: 0.29
Week Change: 0.700389%    
Year-to-date Change: -5.5%
WSR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WSR to Watchlist:       View:      Get Complete WSR Trend Analysis ➞

Stock Chart of PIMCO Municipal Income FundPMF PIMCO Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 280.307 Millions
Recent Price: 8.29    
Smart Investing & Trading Score: 100
Day Percent Change: 6.8299%    
Day Change: -9999
Week Change: 6.41849%    
Year-to-date Change: -5.5%
PMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMF to Watchlist:       View:      Get Complete PMF Trend Analysis ➞

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