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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
August 29, 2025 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 100 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 100 and an improvement of trend continues.

 Year To Date Performance: 5.87 %
 Weekly Performance: 1.01 %
 Daily Performance: 0.48 %
12Stocks.com
Financial Sector Trend
100 / 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%
MUABlackRock MuniAssets Closed-End Fund - Debt10.5790-0.10%-1.30%
EOIEaton Vance Closed-End Fund - Equity21.36100-0.09%6.20%
HBNCHorizon Bancorp Regional Banks16.60100-5.73%-3.00%
PDTJohn Hancock Closed-End Fund - Debt13.4490-0.08%10.12%
VKIInvesco Advantage Closed-End Fund - Debt8.2820-0.30%-1.04%
INNSummit Hotel Real Estatet5.5190-1.75%-23.88%
MSBIMidland States Regional Banks18.5670-0.46%-26.86%
TCPCBlackRock TCP Closed-End Fund - Debt7.1550-0.56%-13.08%
GHYPGIM Global Closed-End Fund - Debt13.38900.00%12.35%
MINMFS Intermediate Closed-End Fund - Debt2.6970-0.75%5.06%
LOBLive Oak S&L38.631000.14%-11.25%
FCBCFirst Community Regional Banks38.02801.51%-10.50%
IGDVoya Global Closed-End Fund - Foreign5.92100-0.34%14.65%
BLXBanco Latinoamericano Foreign Banks45.72901.07%31.69%
CUBICustomers Bancorp Regional Banks71.09100-0.52%34.45%
BLWBlackRock  Closed-End Fund - Debt14.1180-0.64%5.16%
BYByline Bancorp Regional Banks29.30100-0.58%-3.93%
SBRSabine Royalty  Investments72.31100-0.15%14.94%
EFCEllington  Mortgage13.7960-1.08%21.17%
DIAXNuveen Dow Closed-End Fund - Equity14.72100-0.48%0.21%
CGBDTCG BDC Asset Mgmt13.8570-0.07%-19.03%
OLPOne Liberty REIT - 23.1570-0.44%-13.24%
MQYBlackRock MuniYield Closed-End Fund - Debt10.9360-0.46%-2.28%
KTFDWS Municipal Closed-End Fund - Debt8.71700.70%-4.39%
PMOPutnam Municipal Closed-End Fund - Debt9.8480-0.46%-1.46%
For chart view version of above stock list: Chart View ➞
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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 5.87% and is currently underperforming the overall market by -1.36% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Very Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 100
YTD Performance: 5.87%
**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
ESSA Bancorp[2924%] MicroSectors Gold[262%] Banco Santander[113%]
Banco Bilbao[103%] Iris Energy[99%] Bancolombia S.A[94%]
Mr. Cooper[91%] Heritage Insurance[91%] Inter & Co[87%]
Deutsche Bank[85%] X [80%] Woori [79%]
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
Plymouth Industrial[40.4%] SelectQuote [30.2%] Seritage Growth[20.2%]
MBIA [18.4%] iShares iBonds[14.6%] Nu [13.8%]
Cipher Mining[10.9%] Brookfield Business[10.2%] Brookfield Business[9.8%]
Stratus Properties[8.9%] MicroSectors Gold[7.2%] Aegon N.V[6.9%]
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
HFF [-100%] Israel Acquisitions[-100%] Guggenheim Credit[-100%]
Goldman Sachs[-100%] PHH [-92%] SunTrust Banks[-91%]
CIM Commercial[-88%] Fangdd Network[-86%] Office Properties[-77%]
eHealth [-62%] GoHealth [-60%] iShares iBonds[-58%]
.
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
AdvisorShares Pure[100] MicroSectors Gold[100] MBIA [100]
Central Pacific[100] Broadstone Net[100] Offerpad [100]
ASA Gold[100] Healthcare Realty[100] Bancorp [100]
EZCORP [100] John Hancock[100] LendingClub [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 %
XLFFinancial  54.111000.481.015.87%
IAIBroker-Dealers & Secs 174.57601.920.612.72%
IYFFinancials  125.44100-0.32-0.8711.86%
IYGFinancial Services  89.34100-0.27-1.0812.5%
KRERegional Banking  65.75100-0.4-1.293.78%
IXGGlobal Financials  115.08100-0.21-0.3720.55%
VFHFinancials  131.57100-0.32-0.859.82%
KBEBank  61.281004.835.084.7%
FASFinancial Bull 3X 178.121004.685.86-1.42%
FAZFinancial Bear 3X 4.1010-4.81-5.67-19.26%
UYGFinancials  99.491003.14.072.59%
IATRegional Banks  54.13100-0.53-1.122.84%
KIEInsurance  59.06501.223.093.97%
PSCFSmallCap Financials  59.0180-0.44-0.752.76%
EUFNEurope Financials  33.5150-0.35-0.3251.27%
PGFFinancial Preferred  14.4960-0.140.353.03%
 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 MuniAssets Fund, Inc.MUA BlackRock MuniAssets Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 406.907 Millions
Recent Price: 10.57    
Smart Investing & Trading Score: 90
Day Percent Change: -0.1%    
Day Change: -0.01
Week Change: -0.66%    
Year-to-date Change: -1.3%
MUA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUA to Watchlist:       View:      Get Complete MUA Trend Analysis ➞

Stock Chart of Eaton Vance Enhanced Equity Income FundEOI Eaton Vance Enhanced Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 406.247 Millions
Recent Price: 21.36    
Smart Investing & Trading Score: 100
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:       View:      Get Complete EOI Trend Analysis ➞

Stock Chart of Horizon Bancorp, Inc.HBNC Horizon Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 405.999 Millions
Recent Price: 16.60    
Smart Investing & Trading Score: 100
Day Percent Change: -5.73%    
Day Change: -0.92
Week Change: -6.43%    
Year-to-date Change: -3.0%
HBNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBNC to Watchlist:       View:      Get Complete HBNC Trend Analysis ➞

Stock Chart of John Hancock Premium Dividend FundPDT John Hancock Premium Dividend Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 404.207 Millions
Recent Price: 13.44    
Smart Investing & Trading Score: 90
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: 0%    
Year-to-date Change: 10.1%
PDT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDT to Watchlist:       View:      Get Complete PDT Trend Analysis ➞

Stock Chart of Invesco Advantage Municipal Income Trust IIVKI Invesco Advantage Municipal Income Trust II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 403.007 Millions
Recent Price: 8.28    
Smart Investing & Trading Score: 20
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:       View:      Get Complete VKI Trend Analysis ➞

Stock Chart of Summit Hotel Properties, Inc.INN Summit Hotel Properties, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 402.019 Millions
Recent Price: 5.51    
Smart Investing & Trading Score: 90
Day Percent Change: -1.75%    
Day Change: -0.09
Week Change: -7.83%    
Year-to-date Change: -23.9%
INN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INN to Watchlist:       View:      Get Complete INN Trend Analysis ➞

Stock Chart of Midland States Bancorp, Inc.MSBI Midland States Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 400.27 Millions
Recent Price: 18.56    
Smart Investing & Trading Score: 70
Day Percent Change: -0.46%    
Day Change: -0.08
Week Change: -3.9%    
Year-to-date Change: -26.9%
MSBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSBI to Watchlist:       View:      Get Complete MSBI Trend Analysis ➞

Stock Chart of BlackRock TCP Capital Corp.TCPC BlackRock TCP Capital Corp.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 397.307 Millions
Recent Price: 7.15    
Smart Investing & Trading Score: 50
Day Percent Change: -0.56%    
Day Change: -0.04
Week Change: -0.7%    
Year-to-date Change: -13.1%
TCPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCPC to Watchlist:       View:      Get Complete TCPC Trend Analysis ➞

Stock Chart of PGIM Global High Yield Fund, IncGHY PGIM Global High Yield Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 397.307 Millions
Recent Price: 13.38    
Smart Investing & Trading Score: 90
Day Percent Change: 0%    
Day Change: 0
Week Change: 0.15%    
Year-to-date Change: 12.4%
GHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHY to Watchlist:       View:      Get Complete GHY Trend Analysis ➞

Stock Chart of MFS Intermediate Income TrustMIN MFS Intermediate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 395.107 Millions
Recent Price: 2.69    
Smart Investing & Trading Score: 70
Day Percent Change: -0.75%    
Day Change: -0.02
Week Change: -1.85%    
Year-to-date Change: 5.1%
MIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIN to Watchlist:       View:      Get Complete MIN Trend Analysis ➞

Stock Chart of Live Oak Bancshares, Inc.LOB Live Oak Bancshares, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 394.23 Millions
Recent Price: 38.63    
Smart Investing & Trading Score: 100
Day Percent Change: 0.14%    
Day Change: 0.05
Week Change: 1.57%    
Year-to-date Change: -11.3%
LOB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LOB to Watchlist:       View:      Get Complete LOB Trend Analysis ➞

Stock Chart of First Community Bankshares, Inc.FCBC First Community Bankshares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 393.459 Millions
Recent Price: 38.02    
Smart Investing & Trading Score: 80
Day Percent Change: 1.51%    
Day Change: 0.54
Week Change: -1.41%    
Year-to-date Change: -10.5%
FCBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCBC to Watchlist:       View:      Get Complete FCBC Trend Analysis ➞

Stock Chart of Voya Global Equity Dividend and Premium Opportunity FundIGD Voya Global Equity Dividend and Premium Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 393.147 Millions
Recent Price: 5.92    
Smart Investing & Trading Score: 100
Day Percent Change: -0.34%    
Day Change: -0.02
Week Change: -0.17%    
Year-to-date Change: 14.7%
IGD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGD to Watchlist:       View:      Get Complete IGD Trend Analysis ➞

Stock Chart of Banco Latinoamericano de Comercio Exterior, S.ABLX Banco Latinoamericano de Comercio Exterior, S.A
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 390.471 Millions
Recent Price: 45.72    
Smart Investing & Trading Score: 90
Day Percent Change: 1.07%    
Day Change: 0.48
Week Change: -0.44%    
Year-to-date Change: 31.7%
BLX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLX to Watchlist:       View:      Get Complete BLX Trend Analysis ➞

Stock Chart of Customers Bancorp, Inc.CUBI Customers Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 385.399 Millions
Recent Price: 71.09    
Smart Investing & Trading Score: 100
Day Percent Change: -0.52%    
Day Change: -0.34
Week Change: -1.82%    
Year-to-date Change: 34.5%
CUBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CUBI to Watchlist:       View:      Get Complete CUBI Trend Analysis ➞

Stock Chart of BlackRock Limited Duration Income TrustBLW BlackRock Limited Duration Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 382.307 Millions
Recent Price: 14.11    
Smart Investing & Trading Score: 80
Day Percent Change: -0.64%    
Day Change: -0.09
Week Change: -0.99%    
Year-to-date Change: 5.2%
BLW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLW to Watchlist:       View:      Get Complete BLW Trend Analysis ➞

Stock Chart of Byline Bancorp, Inc.BY Byline Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 381.87 Millions
Recent Price: 29.30    
Smart Investing & Trading Score: 100
Day Percent Change: -0.58%    
Day Change: -0.16
Week Change: 0.18%    
Year-to-date Change: -3.9%
BY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BY to Watchlist:       View:      Get Complete BY Trend Analysis ➞

Stock Chart of Sabine Royalty TrustSBR Sabine Royalty Trust
Sector: Financials
SubSector: Diversified Investments
MarketCap: 381.27 Millions
Recent Price: 72.31    
Smart Investing & Trading Score: 100
Day Percent Change: -0.15%    
Day Change: -0.11
Week Change: -0.43%    
Year-to-date Change: 14.9%
SBR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBR to Watchlist:       View:      Get Complete SBR Trend Analysis ➞

Stock Chart of Ellington Financial Inc.EFC Ellington Financial Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 380.239 Millions
Recent Price: 13.79    
Smart Investing & Trading Score: 60
Day Percent Change: -1.08%    
Day Change: -0.15
Week Change: -0.58%    
Year-to-date Change: 21.2%
EFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFC to Watchlist:       View:      Get Complete EFC Trend Analysis ➞

Stock Chart of Nuveen Dow 30 Dynamic Overwrite FundDIAX Nuveen Dow 30 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 379.747 Millions
Recent Price: 14.72    
Smart Investing & Trading Score: 100
Day Percent Change: -0.48%    
Day Change: -0.07
Week Change: 0.07%    
Year-to-date Change: 0.2%
DIAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DIAX to Watchlist:       View:      Get Complete DIAX Trend Analysis ➞

Stock Chart of TCG BDC, Inc.CGBD TCG BDC, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 379.003 Millions
Recent Price: 13.85    
Smart Investing & Trading Score: 70
Day Percent Change: -0.07%    
Day Change: -0.01
Week Change: 0.51%    
Year-to-date Change: -19.0%
CGBD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CGBD to Watchlist:       View:      Get Complete CGBD Trend Analysis ➞

Stock Chart of One Liberty Properties, Inc.OLP One Liberty Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 378.353 Millions
Recent Price: 23.15    
Smart Investing & Trading Score: 70
Day Percent Change: -0.44%    
Day Change: -0.1
Week Change: -0.52%    
Year-to-date Change: -13.2%
OLP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OLP to Watchlist:       View:      Get Complete OLP Trend Analysis ➞

Stock Chart of BlackRock MuniYield Quality Fund, Inc.MQY BlackRock MuniYield Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 378.307 Millions
Recent Price: 10.93    
Smart Investing & Trading Score: 60
Day Percent Change: -0.46%    
Day Change: -0.05
Week Change: -2.51%    
Year-to-date Change: -2.3%
MQY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MQY to Watchlist:       View:      Get Complete MQY Trend Analysis ➞

Stock Chart of DWS Municipal Income TrustKTF DWS Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 377.607 Millions
Recent Price: 8.71    
Smart Investing & Trading Score: 70
Day Percent Change: 0.7%    
Day Change: 0.06
Week Change: -0.11%    
Year-to-date Change: -4.4%
KTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KTF to Watchlist:       View:      Get Complete KTF Trend Analysis ➞

Stock Chart of Putnam Municipal Opportunities TrustPMO Putnam Municipal Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 377.507 Millions
Recent Price: 9.84    
Smart Investing & Trading Score: 80
Day Percent Change: -0.46%    
Day Change: -0.05
Week Change: -1.82%    
Year-to-date Change: -1.5%
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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