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 |
12Stocks.com Financial Stocks Performances & Trends Daily | |||||||||
| ![]() The overall Smart Investing & Trading Score is 30 (0-bearish to 100-bullish) which puts Financial sector in short term bearish to neutral trend. The Smart Investing & Trading Score from previous trading session is 100 and a deterioration of trend continues.
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Here are the Smart Investing & Trading Scores of the most requested Financial stocks at 12Stocks.com (click stock name for detailed review):
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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 ![]() ![]() |
Ticker | Stock Name | Watchlist | Category | Recent Price | Smart Investing & Trading Score | Change % | Weekly Change% |
VKI | Invesco Advantage | ![]() ![]() | Closed-End Fund - Debt | 8.29 | 80 | -0.30% | -1.67% |
MUJ | BlackRock Muni | ![]() ![]() | Closed-End Fund - Debt | 11.06 | 100 | -0.23% | -1.67% |
WDH | Waterdrop | ![]() ![]() | Insurance - | 1.72 | 70 | -0.56% | -1.67% |
NML | Neuberger Berman | ![]() ![]() | Closed-End Fund - Equity | 8.73 | 20 | 0.36% | -1.68% |
CHMI | Cherry Hill | ![]() ![]() | REIT - Mortgage | 2.87 | 70 | -1.70% | -1.70% |
PMM | Putnam Managed | ![]() ![]() | Closed-End Fund - Debt | 5.86 | 100 | -0.09% | -1.70% |
MYI | BlackRock MuniYield | ![]() ![]() | Closed-End Fund - Debt | 10.60 | 100 | 0.00% | -1.71% |
CCD | Calamos Dynamic | ![]() ![]() | Closed-End Fund - Equity | 20.54 | 100 | -0.45% | -1.71% |
HTBK | Heritage Commerce | ![]() ![]() | Banks - Regional | 10.33 | 70 | -0.41% | -1.72% |
MFC | Manulife | ![]() ![]() | Insurance - Life | 30.75 | 60 | -0.07% | -1.73% |
GOF | Guggenheim Strategic | ![]() ![]() | Closed-End Fund - Debt | 14.93 | 90 | -0.20% | -1.73% |
EOI | Eaton Vance | ![]() ![]() | Closed-End Fund - Equity | 21.40 | 70 | -0.09% | -1.73% |
UVSP | Univest | ![]() ![]() | Banks - Regional | 31.67 | 30 | -0.30% | -1.74% |
NHS | Neuberger Berman | ![]() ![]() | Closed-End Fund - Debt | 7.54 | 60 | -0.41% | -1.74% |
NUW | Nuveen AMT-Free | ![]() ![]() | Closed-End Fund - Debt | 13.71 | 90 | -0.18% | -1.74% |
KIO | KKR ome | ![]() ![]() | Closed-End Fund - Debt | 12.49 | 80 | -0.32% | -1.75% |
NTB | Bank of N T Butterfield & Son | ![]() ![]() | Banks - | 45.12 | 50 | -0.59% | -1.76% |
EVG | Eaton Vance | ![]() ![]() | Closed-End Fund - Debt | 11.28 | 90 | -0.62% | -1.76% |
BEN | Franklin Resources | ![]() ![]() | Asset Mgmt | 24.94 | 30 | -3.11% | -1.77% |
ARCC | Ares Capital | ![]() ![]() | Asset Mgmt | 22.40 | 70 | -0.13% | -1.77% |
NMZ | Nuveen Municipal | ![]() ![]() | Closed-End Fund - Debt | 10.13 | 80 | -0.30% | -1.77% |
MAC | Macerich Co | ![]() ![]() | REIT - Retail | 18.40 | 100 | -0.70% | -1.78% |
OIA | Invesco Municipal | ![]() ![]() | Closed-End Fund - Debt | 5.73 | 100 | -0.36% | -1.78% |
MUE | BlackRock Muni | ![]() ![]() | Closed-End Fund - Debt | 9.54 | 100 | -0.21% | -1.78% |
FBNC | First Bancorp | ![]() ![]() | Banks - Regional | 54.59 | 80 | -0.75% | -1.80% |
For chart view version of above stock list: Chart View ➞ 0 - 25 , 25 - 50 , 50 - 75 , 75 - 100 , 100 - 125 , 125 - 150 , 150 - 175 , 175 - 200 , 200 - 225 , 225 - 250 , 250 - 275 , 275 - 300 , 300 - 325 , 325 - 350 , 350 - 375 , 375 - 400 , 400 - 425 , 425 - 450 , 450 - 475 , 475 - 500 , 500 - 525 , 525 - 550 , 550 - 575 , 575 - 600 , 600 - 625 , 625 - 650 , 650 - 675 , 675 - 700 , 700 - 725 , 725 - 750 , 750 - 775 , 775 - 800 , 800 - 825 , 825 - 850 , 850 - 875 , 875 - 900 , 900 - 925 , 925 - 950 , 950 - 975 , 975 - 1000 , 1000 - 1025 , 1025 - 1050 , 1050 - 1075 , 1075 - 1100 | ||
![]() | Click To Change The Sort Order: By Market Cap or Company Size Performance: Year-to-date, Week and Day | ![]() |
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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 3.84% and is currently underperforming the overall market by -3.88% year-to-date. Below is a quick view of Technical charts and trends: |
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![]() XLF Weekly Chart |
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Long Term Trend: Good | |
Medium Term Trend: Good | |
![]() XLF Daily Chart |
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Short Term Trend: Not Good | |
Overall Trend Score: 30 | |
YTD Performance: 3.84% | |
**Trend Scores & Views Are Only For Educational Purposes And Not For Investing |
12Stocks.com: Top Performing Financial Sector Stocks | ||||||||||||||||||||||||||||||||||||||||||||||||
![]() The top performing Financial sector stocks year to date are
Now, more recently, over last week, the top performing Financial sector stocks on the move are
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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 ![]() ![]() |
Ticker | ETF Name | Watchlist | Recent Price | Smart Investing & Trading Score | Change % | Week % | Year-to-date % |
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: | |||||
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Click on stock symbol or name for detailed view. Click on ![]() ![]() |
![]() | VKI Invesco Advantage Municipal Income Trust II |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 372.57 Millions | |
Recent Price: 8.29 Smart Investing & Trading Score: 80 | |
Day Percent Change: -0.3% Day Change: -0.03 | |
Week Change: -1.67% Year-to-date Change: -1.0% | |
VKI Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add VKI to Watchlist: ![]() ![]() | |
![]() | MUJ BlackRock MuniHoldings New Jersey Quality Fund Inc |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 589.29 Millions | |
Recent Price: 11.06 Smart Investing & Trading Score: 100 | |
Day Percent Change: -0.23% Day Change: -0.03 | |
Week Change: -1.67% Year-to-date Change: 1.8% | |
MUJ Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add MUJ to Watchlist: ![]() ![]() | |
![]() | WDH Waterdrop Inc ADR |
Sector: Financials | |
SubSector: Insurance - Diversified | |
MarketCap: 509.46 Millions | |
Recent Price: 1.72 Smart Investing & Trading Score: 70 | |
Day Percent Change: -0.56% Day Change: -0.01 | |
Week Change: -1.67% Year-to-date Change: 51.9% | |
WDH Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add WDH to Watchlist: ![]() ![]() | |
![]() | NML Neuberger Berman Energy Infrastructure and Income Fund Inc |
Sector: Financials | |
SubSector: Closed-End Fund - Equity | |
MarketCap: 488.4 Millions | |
Recent Price: 8.73 Smart Investing & Trading Score: 20 | |
Day Percent Change: 0.36% Day Change: 0.03 | |
Week Change: -1.68% Year-to-date Change: 0.5% | |
NML Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add NML to Watchlist: ![]() ![]() | |
![]() | CHMI Cherry Hill Mortgage Investment Corporation |
Sector: Financials | |
SubSector: REIT - Mortgage | |
MarketCap: 104.53 Millions | |
Recent Price: 2.87 Smart Investing & Trading Score: 70 | |
Day Percent Change: -1.7% Day Change: -0.05 | |
Week Change: -1.7% Year-to-date Change: 20.4% | |
CHMI Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add CHMI to Watchlist: ![]() ![]() | |
![]() | PMM Putnam Managed Municipal Income Trust |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 257.48 Millions | |
Recent Price: 5.86 Smart Investing & Trading Score: 100 | |
Day Percent Change: -0.09% Day Change: 0 | |
Week Change: -1.7% Year-to-date Change: -0.2% | |
PMM Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add PMM to Watchlist: ![]() ![]() | |
![]() | MYI BlackRock MuniYield Quality Fund III Inc |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 710.53 Millions | |
Recent Price: 10.60 Smart Investing & Trading Score: 100 | |
Day Percent Change: 0% Day Change: 0 | |
Week Change: -1.71% Year-to-date Change: -2.6% | |
MYI Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add MYI to Watchlist: ![]() ![]() | |
![]() | CCD Calamos Dynamic Convertible and Income Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Equity | |
MarketCap: 562.74 Millions | |
Recent Price: 20.54 Smart Investing & Trading Score: 100 | |
Day Percent Change: -0.45% Day Change: -0.09 | |
Week Change: -1.71% Year-to-date Change: -12.6% | |
CCD Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add CCD to Watchlist: ![]() ![]() | |
![]() | HTBK Heritage Commerce Corp |
Sector: Financials | |
SubSector: Banks - Regional | |
MarketCap: 627.99 Millions | |
Recent Price: 10.33 Smart Investing & Trading Score: 70 | |
Day Percent Change: -0.41% Day Change: -0.04 | |
Week Change: -1.72% Year-to-date Change: 8.2% | |
HTBK Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add HTBK to Watchlist: ![]() ![]() | |
![]() | MFC Manulife Financial Corp |
Sector: Financials | |
SubSector: Insurance - Life | |
MarketCap: 52077.2 Millions | |
Recent Price: 30.75 Smart Investing & Trading Score: 60 | |
Day Percent Change: -0.07% Day Change: -0.02 | |
Week Change: -1.73% Year-to-date Change: -0.1% | |
MFC Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add MFC to Watchlist: ![]() ![]() | |
![]() | GOF Guggenheim Strategic Opportunities Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 2659.51 Millions | |
Recent Price: 14.93 Smart Investing & Trading Score: 90 | |
Day Percent Change: -0.2% Day Change: -0.03 | |
Week Change: -1.73% Year-to-date Change: 5.5% | |
GOF Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add GOF to Watchlist: ![]() ![]() | |
![]() | EOI Eaton Vance Enhanced Equity Income Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Equity | |
MarketCap: 874.98 Millions | |
Recent Price: 21.40 Smart Investing & Trading Score: 70 | |
Day Percent Change: -0.09% Day Change: -0.02 | |
Week Change: -1.73% Year-to-date Change: 6.2% | |
EOI Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add EOI to Watchlist: ![]() ![]() | |
![]() | UVSP Univest Financial Corp |
Sector: Financials | |
SubSector: Banks - Regional | |
MarketCap: 898.15 Millions | |
Recent Price: 31.67 Smart Investing & Trading Score: 30 | |
Day Percent Change: -0.3% Day Change: -0.09 | |
Week Change: -1.74% Year-to-date Change: 3.9% | |
UVSP Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add UVSP to Watchlist: ![]() ![]() | |
![]() | NHS Neuberger Berman High Yield Strategies Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 229.5 Millions | |
Recent Price: 7.54 Smart Investing & Trading Score: 60 | |
Day Percent Change: -0.41% Day Change: -0.03 | |
Week Change: -1.74% Year-to-date Change: 6.3% | |
NHS Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add NHS to Watchlist: ![]() ![]() | |
![]() | NUW Nuveen AMT-Free Municipal Value Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 250.24 Millions | |
Recent Price: 13.71 Smart Investing & Trading Score: 90 | |
Day Percent Change: -0.18% Day Change: -0.03 | |
Week Change: -1.74% Year-to-date Change: 2.2% | |
NUW Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add NUW to Watchlist: ![]() ![]() | |
![]() | KIO KKR Income Opportunities Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 514.15 Millions | |
Recent Price: 12.49 Smart Investing & Trading Score: 80 | |
Day Percent Change: -0.32% Day Change: -0.04 | |
Week Change: -1.75% Year-to-date Change: 0.7% | |
KIO Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add KIO to Watchlist: ![]() ![]() | |
![]() | NTB Bank of N T Butterfield & Son Ltd |
Sector: Financials | |
SubSector: Banks - Diversified | |
MarketCap: 1944.84 Millions | |
Recent Price: 45.12 Smart Investing & Trading Score: 50 | |
Day Percent Change: -0.59% Day Change: -0.26 | |
Week Change: -1.76% Year-to-date Change: 24.9% | |
NTB Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add NTB to Watchlist: ![]() ![]() | |
![]() | EVG Eaton Vance Short Duration Diversified Income Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 153.36 Millions | |
Recent Price: 11.28 Smart Investing & Trading Score: 90 | |
Day Percent Change: -0.62% Day Change: -0.07 | |
Week Change: -1.76% Year-to-date Change: 7.5% | |
EVG Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add EVG to Watchlist: ![]() ![]() | |
![]() | BEN Franklin Resources, Inc |
Sector: Financials | |
SubSector: Asset Management | |
MarketCap: 12964.3 Millions | |
Recent Price: 24.94 Smart Investing & Trading Score: 30 | |
Day Percent Change: -3.11% Day Change: -0.8 | |
Week Change: -1.77% Year-to-date Change: 15.6% | |
BEN Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add BEN to Watchlist: ![]() ![]() | |
![]() | ARCC Ares Capital Corp |
Sector: Financials | |
SubSector: Asset Management | |
MarketCap: 15828.5 Millions | |
Recent Price: 22.40 Smart Investing & Trading Score: 70 | |
Day Percent Change: -0.13% Day Change: -0.03 | |
Week Change: -1.77% Year-to-date Change: 6.3% | |
ARCC Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add ARCC to Watchlist: ![]() ![]() | |
![]() | NMZ Nuveen Municipal High Income Opportunity Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 1175.18 Millions | |
Recent Price: 10.13 Smart Investing & Trading Score: 80 | |
Day Percent Change: -0.3% Day Change: -0.03 | |
Week Change: -1.77% Year-to-date Change: -3.7% | |
NMZ Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add NMZ to Watchlist: ![]() ![]() | |
![]() | MAC Macerich Co |
Sector: Financials | |
SubSector: REIT - Retail | |
MarketCap: 4943.11 Millions | |
Recent Price: 18.40 Smart Investing & Trading Score: 100 | |
Day Percent Change: -0.7% Day Change: -0.12 | |
Week Change: -1.78% Year-to-date Change: -12.5% | |
MAC Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add MAC to Watchlist: ![]() ![]() | |
![]() | OIA Invesco Municipal Income Opportunities Trust |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 283.2 Millions | |
Recent Price: 5.73 Smart Investing & Trading Score: 100 | |
Day Percent Change: -0.36% Day Change: -0.02 | |
Week Change: -1.78% Year-to-date Change: -3.1% | |
OIA Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add OIA to Watchlist: ![]() ![]() | |
![]() | MUE BlackRock MuniHoldings Quality Fund II Inc |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 212.61 Millions | |
Recent Price: 9.54 Smart Investing & Trading Score: 100 | |
Day Percent Change: -0.21% Day Change: -0.02 | |
Week Change: -1.78% Year-to-date Change: -2.6% | |
MUE Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add MUE to Watchlist: ![]() ![]() | |
![]() | FBNC First Bancorp |
Sector: Financials | |
SubSector: Banks - Regional | |
MarketCap: 2297.02 Millions | |
Recent Price: 54.59 Smart Investing & Trading Score: 80 | |
Day Percent Change: -0.75% Day Change: -0.39 | |
Week Change: -1.8% Year-to-date Change: 19.3% | |
FBNC Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add FBNC to Watchlist: ![]() ![]() | |
For tabular summary view of above stock list: Summary View ➞ 0 - 25 , 25 - 50 , 50 - 75 , 75 - 100 , 100 - 125 , 125 - 150 , 150 - 175 , 175 - 200 , 200 - 225 , 225 - 250 , 250 - 275 , 275 - 300 , 300 - 325 , 325 - 350 , 350 - 375 , 375 - 400 , 400 - 425 , 425 - 450 , 450 - 475 , 475 - 500 , 500 - 525 , 525 - 550 , 550 - 575 , 575 - 600 , 600 - 625 , 625 - 650 , 650 - 675 , 675 - 700 , 700 - 725 , 725 - 750 , 750 - 775 , 775 - 800 , 800 - 825 , 825 - 850 , 850 - 875 , 875 - 900 , 900 - 925 , 925 - 950 , 950 - 975 , 975 - 1000 , 1000 - 1025 , 1025 - 1050 , 1050 - 1075 , 1075 - 1100 | ||
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