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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: 5.58 %
 Weekly Performance: 0.73 %
 Daily Performance: 0.2 %
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%
FSBCFive Star Banks - Regional32.95100-0.65%5.89%
HIPOHippo  Insurance - Specialty33.70905.47%23.12%
GGNGAMCO Global  Investments4.741000.66%27.63%
ONLOrion Office REIT - Office2.89510.74%-25.04%
FRPHFRP  Property Mgmt25.8320-0.31%-16.39%
NPFDNuveen Variable Closed-End Fund - Equity19.5653-0.15%13.29%
FMBHFirst Mid Regional Banks40.58100-0.86%4.78%
MBWMMercantile Bank Regional Banks49.8290-1.66%7.21%
WSBFWaterstone  S&L14.5880-0.42%9.86%
WTREWatford  Insurance20.39100-0.94%15.03%
MHNBlackRock Muni Closed-End Fund - Debt9.6030-0.10%-4.15%
BMRCBank of Marin Bancorp Regional Banks24.6090-0.59%-0.33%
FMNBFarmers National Regional Banks14.99100-1.06%1.24%
BCXBlackrock Resources Closed-End Fund - Equity9.931000.73%19.31%
DMLPDorchester Minerals  Investments24.5240-0.29%-22.02%
MUJBlackRock Muni Closed-End Fund - Debt11.0960-0.23%1.84%
RCReady Capital Mortgage4.2270-3.64%-42.60%
BKTBlackRock ome Closed-End Fund - Debt11.78100-0.60%6.94%
HIXWestern Asset Closed-End Fund - Debt4.2930-0.23%11.29%
EFTEaton Vance Closed-End Fund - Debt12.1150-0.25%-1.92%
CAFMorgan Stanley Closed-End Fund - Foreign14.921000.14%17.90%
AVKAdvent Convertible Closed-End Fund - Debt12.4790-0.41%11.96%
OCSLOaktree Specialty Credit Services13.9370-0.07%-5.21%
NANNuveen New Closed-End Fund - Debt10.9240-0.30%-0.68%
MIYBlackRock MuniYield Closed-End Fund - Debt11.14300.36%2.79%
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 5.58% and is currently underperforming the overall market by -1.56% 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: 5.58%
**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  53.961000.20.735.58%
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 Five Star BancorpFSBC Five Star Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 377 Millions
Recent Price: 32.95    
Smart Investing & Trading Score: 100
Day Percent Change: -0.65%    
Day Change: -0.2
Week Change: -0.53%    
Year-to-date Change: 5.9%
FSBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSBC to Watchlist:       View:      Get Complete FSBC Trend Analysis ➞

Stock Chart of Hippo Holdings Inc.HIPO Hippo Holdings Inc.
Sector: Financials
SubSector: Insurance - Specialty
MarketCap: 377 Millions
Recent Price: 33.70    
Smart Investing & Trading Score: 90
Day Percent Change: 5.47%    
Day Change: 1.71
Week Change: 6.63%    
Year-to-date Change: 23.1%
HIPO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIPO to Watchlist:       View:      Get Complete HIPO Trend Analysis ➞

Stock Chart of GAMCO Global Gold, Natural Resources & Income TrustGGN GAMCO Global Gold, Natural Resources & Income Trust
Sector: Financials
SubSector: Diversified Investments
MarketCap: 375.67 Millions
Recent Price: 4.74    
Smart Investing & Trading Score: 100
Day Percent Change: 0.66%    
Day Change: 0.03
Week Change: -0.65%    
Year-to-date Change: 27.6%
GGN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GGN to Watchlist:       View:      Get Complete GGN Trend Analysis ➞

Stock Chart of Orion Office REIT Inc.ONL Orion Office REIT Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 375 Millions
Recent Price: 2.89    
Smart Investing & Trading Score: 51
Day Percent Change: 0.74%    
Day Change: 0.02
Week Change: 6.23%    
Year-to-date Change: -25.0%
ONL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ONL to Watchlist:       View:      Get Complete ONL Trend Analysis ➞

Stock Chart of FRP Holdings, Inc.FRPH FRP Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 374.442 Millions
Recent Price: 25.83    
Smart Investing & Trading Score: 20
Day Percent Change: -0.31%    
Day Change: -0.08
Week Change: -1.54%    
Year-to-date Change: -16.4%
FRPH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRPH to Watchlist:       View:      Get Complete FRPH Trend Analysis ➞

Stock Chart of Nuveen Variable Rate Preferred & Income FundNPFD Nuveen Variable Rate Preferred & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 374 Millions
Recent Price: 19.56    
Smart Investing & Trading Score: 53
Day Percent Change: -0.15%    
Day Change: -0.03
Week Change: 0.31%    
Year-to-date Change: 13.3%
NPFD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NPFD to Watchlist:       View:      Get Complete NPFD Trend Analysis ➞

Stock Chart of First Mid Bancshares, Inc.FMBH First Mid Bancshares, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 373.27 Millions
Recent Price: 40.58    
Smart Investing & Trading Score: 100
Day Percent Change: -0.86%    
Day Change: -0.33
Week Change: -2.11%    
Year-to-date Change: 4.8%
FMBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMBH to Watchlist:       View:      Get Complete FMBH Trend Analysis ➞

Stock Chart of Mercantile Bank CorporationMBWM Mercantile Bank Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 372.77 Millions
Recent Price: 49.82    
Smart Investing & Trading Score: 90
Day Percent Change: -1.66%    
Day Change: -0.79
Week Change: -0.47%    
Year-to-date Change: 7.2%
MBWM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBWM to Watchlist:       View:      Get Complete MBWM Trend Analysis ➞

Stock Chart of Waterstone Financial, Inc.WSBF Waterstone Financial, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 371.93 Millions
Recent Price: 14.58    
Smart Investing & Trading Score: 80
Day Percent Change: -0.42%    
Day Change: -0.06
Week Change: -0.77%    
Year-to-date Change: 9.9%
WSBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WSBF to Watchlist:       View:      Get Complete WSBF Trend Analysis ➞

Stock Chart of Watford Holdings Ltd.WTRE Watford Holdings Ltd.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 369.867 Millions
Recent Price: 20.39    
Smart Investing & Trading Score: 100
Day Percent Change: -0.94%    
Day Change: -0.19
Week Change: 0.28%    
Year-to-date Change: 15.0%
WTRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WTRE to Watchlist:       View:      Get Complete WTRE Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New York Quality Fund, Inc.MHN BlackRock MuniHoldings New York Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 369.207 Millions
Recent Price: 9.60    
Smart Investing & Trading Score: 30
Day Percent Change: -0.1%    
Day Change: -0.01
Week Change: -1.14%    
Year-to-date Change: -4.2%
MHN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHN to Watchlist:       View:      Get Complete MHN Trend Analysis ➞

Stock Chart of Bank of Marin BancorpBMRC Bank of Marin Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 367.929 Millions
Recent Price: 24.60    
Smart Investing & Trading Score: 90
Day Percent Change: -0.59%    
Day Change: -0.14
Week Change: -1.36%    
Year-to-date Change: -0.3%
BMRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMRC to Watchlist:       View:      Get Complete BMRC Trend Analysis ➞

Stock Chart of Farmers National Banc Corp.FMNB Farmers National Banc Corp.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 366.57 Millions
Recent Price: 14.99    
Smart Investing & Trading Score: 100
Day Percent Change: -1.06%    
Day Change: -0.15
Week Change: -1.96%    
Year-to-date Change: 1.2%
FMNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMNB to Watchlist:       View:      Get Complete FMNB Trend Analysis ➞

Stock Chart of Blackrock Resources & Commodities Strategy TrustBCX Blackrock Resources & Commodities Strategy Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 363.747 Millions
Recent Price: 9.93    
Smart Investing & Trading Score: 100
Day Percent Change: 0.73%    
Day Change: 0.07
Week Change: -0.1%    
Year-to-date Change: 19.3%
BCX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCX to Watchlist:       View:      Get Complete BCX Trend Analysis ➞

Stock Chart of Dorchester Minerals, L.P.DMLP Dorchester Minerals, L.P.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 363.17 Millions
Recent Price: 24.52    
Smart Investing & Trading Score: 40
Day Percent Change: -0.29%    
Day Change: -0.07
Week Change: -3.39%    
Year-to-date Change: -22.0%
DMLP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMLP to Watchlist:       View:      Get Complete DMLP Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New Jersey Quality Fund, Inc.MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 358.807 Millions
Recent Price: 11.09    
Smart Investing & Trading Score: 60
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:       View:      Get Complete MUJ Trend Analysis ➞

Stock Chart of Ready Capital CorporationRC Ready Capital Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 358.039 Millions
Recent Price: 4.22    
Smart Investing & Trading Score: 70
Day Percent Change: -3.64%    
Day Change: -0.14
Week Change: -3.89%    
Year-to-date Change: -42.6%
RC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RC to Watchlist:       View:      Get Complete RC Trend Analysis ➞

Stock Chart of BlackRock Income Trust, Inc.BKT BlackRock Income Trust, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 357.807 Millions
Recent Price: 11.78    
Smart Investing & Trading Score: 100
Day Percent Change: -0.6%    
Day Change: -0.07
Week Change: -0.85%    
Year-to-date Change: 6.9%
BKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKT to Watchlist:       View:      Get Complete BKT Trend Analysis ➞

Stock Chart of Western Asset High Income Fund II Inc.HIX Western Asset High Income Fund II Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 356.807 Millions
Recent Price: 4.29    
Smart Investing & Trading Score: 30
Day Percent Change: -0.23%    
Day Change: -0.01
Week Change: 0%    
Year-to-date Change: 11.3%
HIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIX to Watchlist:       View:      Get Complete HIX Trend Analysis ➞

Stock Chart of Eaton Vance Floating-Rate Income TrustEFT Eaton Vance Floating-Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 356.707 Millions
Recent Price: 12.11    
Smart Investing & Trading Score: 50
Day Percent Change: -0.25%    
Day Change: -0.03
Week Change: -1.07%    
Year-to-date Change: -1.9%
EFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFT to Watchlist:       View:      Get Complete EFT Trend Analysis ➞

Stock Chart of Morgan Stanley China A Share Fund, Inc.CAF Morgan Stanley China A Share Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 354.447 Millions
Recent Price: 14.92    
Smart Investing & Trading Score: 100
Day Percent Change: 0.14%    
Day Change: 0.02
Week Change: 2.44%    
Year-to-date Change: 17.9%
CAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CAF to Watchlist:       View:      Get Complete CAF Trend Analysis ➞

Stock Chart of Advent Convertible and Income FundAVK Advent Convertible and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 354.207 Millions
Recent Price: 12.47    
Smart Investing & Trading Score: 90
Day Percent Change: -0.41%    
Day Change: -0.05
Week Change: -2.07%    
Year-to-date Change: 12.0%
AVK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AVK to Watchlist:       View:      Get Complete AVK Trend Analysis ➞

Stock Chart of Oaktree Specialty Lending CorporationOCSL Oaktree Specialty Lending Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 353.808 Millions
Recent Price: 13.93    
Smart Investing & Trading Score: 70
Day Percent Change: -0.07%    
Day Change: -0.01
Week Change: 0.22%    
Year-to-date Change: -5.2%
OCSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCSL to Watchlist:       View:      Get Complete OCSL Trend Analysis ➞

Stock Chart of Nuveen New York Quality Municipal Income FundNAN Nuveen New York Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.307 Millions
Recent Price: 10.92    
Smart Investing & Trading Score: 40
Day Percent Change: -0.3%    
Day Change: -0.03
Week Change: -2.34%    
Year-to-date Change: -0.7%
NAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAN to Watchlist:       View:      Get Complete NAN Trend Analysis ➞

Stock Chart of BlackRock MuniYield Michigan Quality Fund, Inc.MIY BlackRock MuniYield Michigan Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.207 Millions
Recent Price: 11.14    
Smart Investing & Trading Score: 30
Day Percent Change: 0.36%    
Day Change: 0.04
Week Change: -1.16%    
Year-to-date Change: 2.8%
MIY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIY to Watchlist:       View:      Get Complete MIY Trend Analysis ➞

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