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 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.
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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 | Trend Score | Change % | YTD Change% |
CCD | Calamos Dynamic | ![]() ![]() | Closed-End Fund - Equity | 20.42 | 60 | -0.45% | -12.60% |
DX | Dynex Capital | ![]() ![]() | Mortgage | 12.49 | 60 | -0.72% | 8.92% |
BTO | John Hancock | ![]() ![]() | Closed-End Fund - Equity | 37.44 | 100 | 1.27% | 0.34% |
BME | BlackRock Health | ![]() ![]() | Closed-End Fund - Equity | 36.65 | 70 | 0.19% | 1.71% |
AMAL | Amalgamated Bank | ![]() ![]() | Regional Banks | 29.66 | 30 | -0.35% | -14.08% |
HAFC | Hanmi | ![]() ![]() | Regional Banks | 25.43 | 90 | -0.76% | 7.25% |
EDD | Morgan Stanley | ![]() ![]() | Closed-End Fund - Debt | 5.30 | 30 | -0.57% | 22.87% |
DHIL | Diamond Hill | ![]() ![]() | Asset Mgmt | 148.97 | 80 | 1.17% | -5.60% |
WSR | Whitestone REIT | ![]() ![]() | REIT - Retail | 13.00 | 90 | 2.34% | -7.96% |
PMM | Putnam Managed | ![]() ![]() | Closed-End Fund - Debt | 5.80 | 30 | -0.09% | -0.24% |
DSM | BNY | ![]() ![]() | Closed-End Fund - Debt | 5.63 | 90 | 0.00% | -2.33% |
OZ | Belpointe PREP | ![]() ![]() | Financials - Development | 62.75 | 73 | 0.61% | -19.90% |
GCBC | Greene County | ![]() ![]() | S&L | 23.92 | 30 | -2.16% | -16.21% |
CCBG | Capital City | ![]() ![]() | Regional Banks | 43.74 | 100 | -0.20% | 12.37% |
AWP | Aberdeen Global | ![]() ![]() | Closed-End Fund - Foreign | 4.00 | 60 | 0.00% | 11.03% |
FRA | BlackRock Floating | ![]() ![]() | Closed-End Fund - Debt | 13.31 | 100 | 0.30% | 2.52% |
DFP | Flaherty & Crumrine Dynamic Preferred and ome Fund | ![]() ![]() | Closed-End Fund - Debt | 20.87 | 100 | -0.05% | 8.43% |
EFR | Eaton Vance | ![]() ![]() | Closed-End Fund - Debt | 11.70 | 30 | 0.09% | -3.68% |
BYM | BlackRock Municipal | ![]() ![]() | Closed-End Fund - Debt | 10.44 | 30 | -0.29% | -0.31% |
PFIS | Peoples | ![]() ![]() | Regional Banks | 53.69 | 90 | -0.66% | 0.11% |
HRTG | Heritage Insurance | ![]() ![]() | Insurance | 22.23 | 70 | 0.65% | 90.66% |
NCV | AllianzGI Convertible | ![]() ![]() | Closed-End Fund - Debt | 14.72 | 100 | -0.21% | 12.46% |
DPG | Duff & Phelps Utility and Infrastructure Fund | ![]() ![]() | Closed-End Fund - Equity | 12.86 | 90 | -0.16% | 13.30% |
EHI | Western Asset | ![]() ![]() | Closed-End Fund - Debt | 6.58 | 50 | -0.61% | 5.97% |
BHB | Bar Harbor | ![]() ![]() | Regional Banks | 32.33 | 90 | -0.49% | 1.92% |
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 , 1100 - 1125 | ||
![]() | 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 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: |
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![]() XLF Weekly Chart |
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Long Term Trend: Very Good | |
Medium Term Trend: Very Good | |
![]() XLF Daily Chart |
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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 | ||||||||||||||||||||||||||||||||||||||||||||||||
![]() 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 % |
XLF | Financial | ![]() ![]() | 53.96 | 100 | 0.2 | 0.73 | 5.58% |
IAI | Broker-Dealers & Secs | ![]() ![]() | 174.57 | 60 | 1.92 | 0.6 | 12.72% |
IYF | Financials | ![]() ![]() | 125.44 | 100 | -0.32 | -0.87 | 11.86% |
IYG | Financial Services | ![]() ![]() | 89.34 | 100 | -0.27 | -1.08 | 12.5% |
KRE | Regional Banking | ![]() ![]() | 65.75 | 100 | -0.4 | -1.29 | 3.78% |
IXG | Global Financials | ![]() ![]() | 115.08 | 100 | -0.21 | -0.37 | 20.55% |
VFH | Financials | ![]() ![]() | 131.57 | 100 | -0.32 | -0.85 | 9.82% |
KBE | Bank | ![]() ![]() | 61.28 | 100 | 4.83 | 5.08 | 4.7% |
FAS | Financial Bull 3X | ![]() ![]() | 178.12 | 100 | 4.68 | 5.86 | -1.42% |
FAZ | Financial Bear 3X | ![]() ![]() | 4.10 | 10 | -4.81 | -5.67 | -19.26% |
UYG | Financials | ![]() ![]() | 99.49 | 100 | 3.1 | 4.07 | 2.59% |
IAT | Regional Banks | ![]() ![]() | 54.13 | 100 | -0.53 | -1.12 | 2.84% |
KIE | Insurance | ![]() ![]() | 59.06 | 50 | 1.22 | 3.09 | 3.97% |
PSCF | SmallCap Financials | ![]() ![]() | 59.01 | 80 | -0.44 | -0.75 | 2.76% |
EUFN | Europe Financials | ![]() ![]() | 33.51 | 50 | -0.35 | -0.32 | 51.27% |
PGF | Financial Preferred | ![]() ![]() | 14.49 | 60 | -0.14 | 0.35 | 3.03% |
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 ![]() ![]() |
![]() | CCD Calamos Dynamic Convertible and Income Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Equity | |
MarketCap: 329.047 Millions | |
Recent Price: 20.42 Smart Investing & Trading Score: 60 | |
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: ![]() ![]() | |
![]() | DX Dynex Capital, Inc. |
Sector: Financials | |
SubSector: Mortgage Investment | |
MarketCap: 327.839 Millions | |
Recent Price: 12.49 Smart Investing & Trading Score: 60 | |
Day Percent Change: -0.72% Day Change: -0.09 | |
Week Change: -1.11% Year-to-date Change: 8.9% | |
DX Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add DX to Watchlist: ![]() ![]() | |
![]() | BTO John Hancock Financial Opportunities Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Equity | |
MarketCap: 326.747 Millions | |
Recent Price: 37.44 Smart Investing & Trading Score: 100 | |
Day Percent Change: 1.27% Day Change: 0.45 | |
Week Change: -0.28% Year-to-date Change: 0.3% | |
BTO Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add BTO to Watchlist: ![]() ![]() | |
![]() | BME BlackRock Health Sciences Trust |
Sector: Financials | |
SubSector: Closed-End Fund - Equity | |
MarketCap: 325.547 Millions | |
Recent Price: 36.65 Smart Investing & Trading Score: 70 | |
Day Percent Change: 0.19% Day Change: 0.07 | |
Week Change: 1.89% Year-to-date Change: 1.7% | |
BME Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add BME to Watchlist: ![]() ![]() | |
![]() | AMAL Amalgamated Bank |
Sector: Financials | |
SubSector: Regional - Northeast Banks | |
MarketCap: 321.899 Millions | |
Recent Price: 29.66 Smart Investing & Trading Score: 30 | |
Day Percent Change: -0.35% Day Change: -0.1 | |
Week Change: -3.67% Year-to-date Change: -14.1% | |
AMAL Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add AMAL to Watchlist: ![]() ![]() | |
![]() | HAFC Hanmi Financial Corporation |
Sector: Financials | |
SubSector: Regional - Pacific Banks | |
MarketCap: 319.929 Millions | |
Recent Price: 25.43 Smart Investing & Trading Score: 90 | |
Day Percent Change: -0.76% Day Change: -0.18 | |
Week Change: -2.19% Year-to-date Change: 7.3% | |
HAFC Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add HAFC to Watchlist: ![]() ![]() | |
![]() | EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 317.807 Millions | |
Recent Price: 5.30 Smart Investing & Trading Score: 30 | |
Day Percent Change: -0.57% Day Change: -0.03 | |
Week Change: -1.13% Year-to-date Change: 22.9% | |
EDD Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add EDD to Watchlist: ![]() ![]() | |
![]() | DHIL Diamond Hill Investment Group, Inc. |
Sector: Financials | |
SubSector: Asset Management | |
MarketCap: 316.203 Millions | |
Recent Price: 148.97 Smart Investing & Trading Score: 80 | |
Day Percent Change: 1.17% Day Change: 1.66 | |
Week Change: -1.42% Year-to-date Change: -5.6% | |
DHIL Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add DHIL to Watchlist: ![]() ![]() | |
![]() | WSR Whitestone REIT |
Sector: Financials | |
SubSector: REIT - Retail | |
MarketCap: 316.114 Millions | |
Recent Price: 13.00 Smart Investing & Trading Score: 90 | |
Day Percent Change: 2.34% Day Change: 0.29 | |
Week Change: 4.19% Year-to-date Change: -8.0% | |
WSR Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add WSR to Watchlist: ![]() ![]() | |
![]() | PMM Putnam Managed Municipal Income Trust |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 315.907 Millions | |
Recent Price: 5.80 Smart Investing & Trading Score: 30 | |
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: ![]() ![]() | |
![]() | DSM BNY Mellon Strategic Municipal Bond Fund, Inc. |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 315.907 Millions | |
Recent Price: 5.63 Smart Investing & Trading Score: 90 | |
Day Percent Change: 0% Day Change: 0 | |
Week Change: -1.07% Year-to-date Change: -2.3% | |
DSM Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add DSM to Watchlist: ![]() ![]() | |
![]() | OZ Belpointe PREP, LLC |
Sector: Financials | |
SubSector: Financials - Development | |
MarketCap: 315 Millions | |
Recent Price: 62.75 Smart Investing & Trading Score: 73 | |
Day Percent Change: 0.61% Day Change: 0.38 | |
Week Change: 2.05% Year-to-date Change: -19.9% | |
OZ Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add OZ to Watchlist: ![]() ![]() | |
![]() | GCBC Greene County Bancorp, Inc. |
Sector: Financials | |
SubSector: Savings & Loans | |
MarketCap: 314.83 Millions | |
Recent Price: 23.92 Smart Investing & Trading Score: 30 | |
Day Percent Change: -2.16% Day Change: -0.51 | |
Week Change: -5.65% Year-to-date Change: -16.2% | |
GCBC Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add GCBC to Watchlist: ![]() ![]() | |
![]() | CCBG Capital City Bank Group, Inc. |
Sector: Financials | |
SubSector: Regional - Mid-Atlantic Banks | |
MarketCap: 314.459 Millions | |
Recent Price: 43.74 Smart Investing & Trading Score: 100 | |
Day Percent Change: -0.2% Day Change: -0.08 | |
Week Change: -0.9% Year-to-date Change: 12.4% | |
CCBG Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add CCBG to Watchlist: ![]() ![]() | |
![]() | AWP Aberdeen Global Premier Properties Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Foreign | |
MarketCap: 313.447 Millions | |
Recent Price: 4.00 Smart Investing & Trading Score: 60 | |
Day Percent Change: 0% Day Change: 0 | |
Week Change: 1.27% Year-to-date Change: 11.0% | |
AWP Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add AWP to Watchlist: ![]() ![]() | |
![]() | FRA BlackRock Floating Rate Income Strategies Fund, Inc. |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 312.007 Millions | |
Recent Price: 13.31 Smart Investing & Trading Score: 100 | |
Day Percent Change: 0.3% Day Change: 0.04 | |
Week Change: -0.45% Year-to-date Change: 2.5% | |
FRA Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add FRA to Watchlist: ![]() ![]() | |
![]() | DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 312.007 Millions | |
Recent Price: 20.87 Smart Investing & Trading Score: 100 | |
Day Percent Change: -0.05% Day Change: -0.01 | |
Week Change: -0.43% Year-to-date Change: 8.4% | |
DFP Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add DFP to Watchlist: ![]() ![]() | |
![]() | EFR Eaton Vance Senior Floating-Rate Trust |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 309.507 Millions | |
Recent Price: 11.70 Smart Investing & Trading Score: 30 | |
Day Percent Change: 0.09% Day Change: 0.01 | |
Week Change: -0.59% Year-to-date Change: -3.7% | |
EFR Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add EFR to Watchlist: ![]() ![]() | |
![]() | BYM BlackRock Municipal Income Quality Trust |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 306.507 Millions | |
Recent Price: 10.44 Smart Investing & Trading Score: 30 | |
Day Percent Change: -0.29% Day Change: -0.03 | |
Week Change: -1.42% Year-to-date Change: -0.3% | |
BYM Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add BYM to Watchlist: ![]() ![]() | |
![]() | PFIS Peoples Financial Services Corp. |
Sector: Financials | |
SubSector: Regional - Northeast Banks | |
MarketCap: 305.499 Millions | |
Recent Price: 53.69 Smart Investing & Trading Score: 90 | |
Day Percent Change: -0.66% Day Change: -0.33 | |
Week Change: -1.25% Year-to-date Change: 0.1% | |
PFIS Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add PFIS to Watchlist: ![]() ![]() | |
![]() | HRTG Heritage Insurance Holdings, Inc. |
Sector: Financials | |
SubSector: Property & Casualty Insurance | |
MarketCap: 303.312 Millions | |
Recent Price: 22.23 Smart Investing & Trading Score: 70 | |
Day Percent Change: 0.65% Day Change: 0.15 | |
Week Change: 2.76% Year-to-date Change: 90.7% | |
HRTG Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add HRTG to Watchlist: ![]() ![]() | |
![]() | NCV AllianzGI Convertible & Income Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 303.307 Millions | |
Recent Price: 14.72 Smart Investing & Trading Score: 100 | |
Day Percent Change: -0.21% Day Change: -0.03 | |
Week Change: -0.62% Year-to-date Change: 12.5% | |
NCV Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add NCV to Watchlist: ![]() ![]() | |
![]() | DPG Duff & Phelps Utility and Infrastructure Fund Inc. |
Sector: Financials | |
SubSector: Closed-End Fund - Equity | |
MarketCap: 301.147 Millions | |
Recent Price: 12.86 Smart Investing & Trading Score: 90 | |
Day Percent Change: -0.16% Day Change: -0.02 | |
Week Change: 0.24% Year-to-date Change: 13.3% | |
DPG Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add DPG to Watchlist: ![]() ![]() | |
![]() | EHI Western Asset Global High Income Fund Inc. |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 299.407 Millions | |
Recent Price: 6.58 Smart Investing & Trading Score: 50 | |
Day Percent Change: -0.61% Day Change: -0.04 | |
Week Change: -0.76% Year-to-date Change: 6.0% | |
EHI Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add EHI to Watchlist: ![]() ![]() | |
![]() | BHB Bar Harbor Bankshares |
Sector: Financials | |
SubSector: Regional - Northeast Banks | |
MarketCap: 298.099 Millions | |
Recent Price: 32.33 Smart Investing & Trading Score: 90 | |
Day Percent Change: -0.49% Day Change: -0.15 | |
Week Change: -2.86% Year-to-date Change: 1.9% | |
BHB Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add BHB 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 , 1100 - 1125 | ||
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