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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
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%
SPESpecial Opportunities Closed-End Fund - Equity15.5420-0.26%11.19%
UBFOUnited Security Banks - Regional9.36300.11%-2.06%
CHNChina Fund Closed-End Fund - Foreign18.361001.66%57.73%
PNBKPatriot National Banks - Regional1.47502.08%-21.39%
MGUMacquarie Global Closed-End Fund - Foreign17.17300.00%0.00%
MRCCMonroe Capital Asset Mgmt7.50900.40%-6.83%
OCCIOFS Credit Closed-End Fund - Debt5.7710-2.70%-9.22%
CBFVCB  Banks - Regional33.40700.15%19.87%
WHGWestwood  Asset Mgmt16.7420-1.93%14.43%
CIKCredit Suisse Closed-End Fund - Debt2.98500.00%8.54%
TEAFTortoise Sustainable Closed-End Fund - Equity11.940-0.75%4.32%
PIMPutnam Master Closed-End Fund - Debt3.4980-0.29%11.48%
CZWICitizens Community Banks - Regional16.28300.87%2.25%
AFTApollo Senior Asset Mgmt14.86400.00%0.00%
PMTSCPI Card Credit Services14.81100.34%-53.43%
OCSIOaktree Strategic Asset Mgmt15.3880-0.13%0.00%
CFNBCalifornia First Regional Banks18.80100.00%-21.54%
MSLMidSouth Bancorp Regional Banks44.30700.16%0.00%
MYFBlackRock MuniYield Closed-End Fund - Debt69.0580-0.88%0.00%
BGXBlackstone Long-Short Closed-End Fund - Debt12.39100.00%2.44%
CFBKCF Bankshares Banks - Regional24.3020-1.46%-2.60%
EDFVirtus Stone Closed-End Fund - Foreign5.08500.59%16.85%
MHFWestern Asset Closed-End Fund - Debt7.4090-1.86%10.89%
PCQPimco California Closed-End Fund - Debt8.7790-0.11%-1.01%
CVCYCentral Valley Regional Banks19.89902.26%0.00%
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 Special Opportunities Fund IncSPE Special Opportunities Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 167.13 Millions
Recent Price: 15.54    
Smart Investing & Trading Score: 20
Day Percent Change: -0.256739%    
Day Change: -0.03
Week Change: -1.47846%    
Year-to-date Change: 11.2%
SPE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPE to Watchlist:       View:      Get Complete SPE Trend Analysis ➞

Stock Chart of United Security Bancshares (CA)UBFO United Security Bancshares (CA)
Sector: Financials
SubSector: Banks - Regional
MarketCap: 166.55 Millions
Recent Price: 9.36    
Smart Investing & Trading Score: 30
Day Percent Change: 0.106952%    
Day Change: -0.03
Week Change: -1.47368%    
Year-to-date Change: -2.1%
UBFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBFO to Watchlist:       View:      Get Complete UBFO Trend Analysis ➞

Stock Chart of China Fund IncCHN China Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 166.31 Millions
Recent Price: 18.36    
Smart Investing & Trading Score: 100
Day Percent Change: 1.66113%    
Day Change: 0.05
Week Change: 4.19977%    
Year-to-date Change: 57.7%
CHN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHN to Watchlist:       View:      Get Complete CHN Trend Analysis ➞

Stock Chart of Patriot National Bancorp IncPNBK Patriot National Bancorp Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 165.59 Millions
Recent Price: 1.47    
Smart Investing & Trading Score: 50
Day Percent Change: 2.08333%    
Day Change: -0.01
Week Change: 6.52174%    
Year-to-date Change: -21.4%
PNBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNBK to Watchlist:       View:      Get Complete PNBK Trend Analysis ➞

Stock Chart of Macquarie Global Infrastructure Total Return Fund Inc.MGU Macquarie Global Infrastructure Total Return Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 164.547 Millions
Recent Price: 17.17    
Smart Investing & Trading Score: 30
Day Percent Change: 0%    
Day Change: -9999
Week Change: 81662.9%    
Year-to-date Change: 0.0%
MGU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MGU to Watchlist:       View:      Get Complete MGU Trend Analysis ➞

Stock Chart of Monroe Capital CorpMRCC Monroe Capital Corp
Sector: Financials
SubSector: Asset Management
MarketCap: 163.8 Millions
Recent Price: 7.50    
Smart Investing & Trading Score: 90
Day Percent Change: 0.401606%    
Day Change: 0.09
Week Change: 6.08204%    
Year-to-date Change: -6.8%
MRCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MRCC to Watchlist:       View:      Get Complete MRCC Trend Analysis ➞

Stock Chart of OFS Credit Company IncOCCI OFS Credit Company Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 163.76 Millions
Recent Price: 5.77    
Smart Investing & Trading Score: 10
Day Percent Change: -2.69814%    
Day Change: 0.05
Week Change: -1.70358%    
Year-to-date Change: -9.2%
OCCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCCI to Watchlist:       View:      Get Complete OCCI Trend Analysis ➞

Stock Chart of CB Financial Services IncCBFV CB Financial Services Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 163.58 Millions
Recent Price: 33.40    
Smart Investing & Trading Score: 70
Day Percent Change: 0.149925%    
Day Change: -0.55
Week Change: 0.754148%    
Year-to-date Change: 19.9%
CBFV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBFV to Watchlist:       View:      Get Complete CBFV Trend Analysis ➞

Stock Chart of Westwood Holdings Group IncWHG Westwood Holdings Group Inc
Sector: Financials
SubSector: Asset Management
MarketCap: 163.14 Millions
Recent Price: 16.74    
Smart Investing & Trading Score: 20
Day Percent Change: -1.93322%    
Day Change: 0.03
Week Change: -3.34873%    
Year-to-date Change: 14.4%
WHG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WHG to Watchlist:       View:      Get Complete WHG Trend Analysis ➞

Stock Chart of Credit Suisse Asset Management Income Fund IncCIK Credit Suisse Asset Management Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 163.07 Millions
Recent Price: 2.98    
Smart Investing & Trading Score: 50
Day Percent Change: 0%    
Day Change: -0.01
Week Change: -0.167504%    
Year-to-date Change: 8.5%
CIK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIK to Watchlist:       View:      Get Complete CIK Trend Analysis ➞

Stock Chart of Tortoise Sustainable and Social Impact Term FundTEAF Tortoise Sustainable and Social Impact Term Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 162.97 Millions
Recent Price: 11.94    
Smart Investing & Trading Score: 0
Day Percent Change: -0.75473%    
Day Change: 0.08
Week Change: -0.5%    
Year-to-date Change: 4.3%
TEAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TEAF to Watchlist:       View:      Get Complete TEAF Trend Analysis ➞

Stock Chart of Putnam Master Intermediate Income TrustPIM Putnam Master Intermediate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 162.86 Millions
Recent Price: 3.49    
Smart Investing & Trading Score: 80
Day Percent Change: -0.285714%    
Day Change: -0.03
Week Change: 0.867052%    
Year-to-date Change: 11.5%
PIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PIM to Watchlist:       View:      Get Complete PIM Trend Analysis ➞

Stock Chart of Citizens Community Bancorp Inc MDCZWI Citizens Community Bancorp Inc MD
Sector: Financials
SubSector: Banks - Regional
MarketCap: 162.76 Millions
Recent Price: 16.28    
Smart Investing & Trading Score: 30
Day Percent Change: 0.86741%    
Day Change: -0.04
Week Change: -0.306185%    
Year-to-date Change: 2.3%
CZWI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CZWI to Watchlist:       View:      Get Complete CZWI Trend Analysis ➞

Stock Chart of Apollo Senior Floating Rate Fund Inc.AFT Apollo Senior Floating Rate Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 162.403 Millions
Recent Price: 14.86    
Smart Investing & Trading Score: 40
Day Percent Change: 0%    
Day Change: -9999
Week Change: -0.0672495%    
Year-to-date Change: 0.0%
AFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFT to Watchlist:       View:      Get Complete AFT Trend Analysis ➞

Stock Chart of CPI Card Group IncPMTS CPI Card Group Inc
Sector: Financials
SubSector: Credit Services
MarketCap: 162.12 Millions
Recent Price: 14.81    
Smart Investing & Trading Score: 10
Day Percent Change: 0.338753%    
Day Change: -0.16
Week Change: 0.611413%    
Year-to-date Change: -53.4%
PMTS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMTS to Watchlist:       View:      Get Complete PMTS Trend Analysis ➞

Stock Chart of Oaktree Strategic Income CorporationOCSI Oaktree Strategic Income Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 162.003 Millions
Recent Price: 15.38    
Smart Investing & Trading Score: 80
Day Percent Change: -0.12987%    
Day Change: -9999
Week Change: 80.9412%    
Year-to-date Change: 0.0%
OCSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCSI to Watchlist:       View:      Get Complete OCSI Trend Analysis ➞

Stock Chart of California First National BancorpCFNB California First National Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 161.46 Millions
Recent Price: 18.80    
Smart Investing & Trading Score: 10
Day Percent Change: 0%    
Day Change: -9999
Week Change: -0.791557%    
Year-to-date Change: -21.5%
CFNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFNB to Watchlist:       View:      Get Complete CFNB Trend Analysis ➞

Stock Chart of MidSouth Bancorp, Inc.MSL MidSouth Bancorp, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 161.38 Millions
Recent Price: 44.30    
Smart Investing & Trading Score: 70
Day Percent Change: 0.158264%    
Day Change: -9999
Week Change: 118.334%    
Year-to-date Change: 0.0%
MSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSL to Watchlist:       View:      Get Complete MSL Trend Analysis ➞

Stock Chart of BlackRock MuniYield Investment FundMYF BlackRock MuniYield Investment Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 160.507 Millions
Recent Price: 69.05    
Smart Investing & Trading Score: 80
Day Percent Change: -0.875682%    
Day Change: -9999
Week Change: 382.193%    
Year-to-date Change: 0.0%
MYF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYF to Watchlist:       View:      Get Complete MYF Trend Analysis ➞

Stock Chart of Blackstone Long-Short Credit Income FundBGX Blackstone Long-Short Credit Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 159.74 Millions
Recent Price: 12.39    
Smart Investing & Trading Score: 10
Day Percent Change: 0%    
Day Change: -0.03
Week Change: -0.401929%    
Year-to-date Change: 2.4%
BGX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGX to Watchlist:       View:      Get Complete BGX Trend Analysis ➞

Stock Chart of CF Bankshares IncCFBK CF Bankshares Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 159.51 Millions
Recent Price: 24.30    
Smart Investing & Trading Score: 20
Day Percent Change: -1.45985%    
Day Change: 0
Week Change: -3.95257%    
Year-to-date Change: -2.6%
CFBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFBK to Watchlist:       View:      Get Complete CFBK Trend Analysis ➞

Stock Chart of Virtus Stone Harbor Emerging Markets Income FundEDF Virtus Stone Harbor Emerging Markets Income Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 159.39 Millions
Recent Price: 5.08    
Smart Investing & Trading Score: 50
Day Percent Change: 0.594059%    
Day Change: -0.04
Week Change: -0.974659%    
Year-to-date Change: 16.9%
EDF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDF to Watchlist:       View:      Get Complete EDF Trend Analysis ➞

Stock Chart of Western Asset Municipal High Income Fund IncMHF Western Asset Municipal High Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 159.09 Millions
Recent Price: 7.40    
Smart Investing & Trading Score: 90
Day Percent Change: -1.85676%    
Day Change: -0.09
Week Change: 3.64146%    
Year-to-date Change: 10.9%
MHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHF to Watchlist:       View:      Get Complete MHF Trend Analysis ➞

Stock Chart of Pimco California Municipal Income FundPCQ Pimco California Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 159.06 Millions
Recent Price: 8.77    
Smart Investing & Trading Score: 90
Day Percent Change: -0.113895%    
Day Change: -0.01
Week Change: 2.93427%    
Year-to-date Change: -1.0%
PCQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCQ to Watchlist:       View:      Get Complete PCQ Trend Analysis ➞

Stock Chart of Central Valley Community BancorpCVCY Central Valley Community Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 158.629 Millions
Recent Price: 19.89    
Smart Investing & Trading Score: 90
Day Percent Change: 2.26221%    
Day Change: -9999
Week Change: 4.24528%    
Year-to-date Change: 0.0%
CVCY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CVCY to Watchlist:       View:      Get Complete CVCY Trend Analysis ➞

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