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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%
CCDCalamos Dynamic Closed-End Fund - Equity20.4260-0.45%-12.60%
DXDynex Capital Mortgage12.4960-0.72%8.92%
BTOJohn Hancock Closed-End Fund - Equity37.441001.27%0.34%
BMEBlackRock Health Closed-End Fund - Equity36.65700.19%1.71%
AMALAmalgamated Bank Regional Banks29.6630-0.35%-14.08%
HAFCHanmi  Regional Banks25.4390-0.76%7.25%
EDDMorgan Stanley Closed-End Fund - Debt5.3030-0.57%22.87%
DHILDiamond Hill Asset Mgmt148.97801.17%-5.60%
WSRWhitestone REIT REIT - Retail13.00902.34%-7.96%
PMMPutnam Managed Closed-End Fund - Debt5.8030-0.09%-0.24%
DSMBNY  Closed-End Fund - Debt5.63900.00%-2.33%
OZBelpointe PREP Financials - Development62.75730.61%-19.90%
GCBCGreene County S&L23.9230-2.16%-16.21%
CCBGCapital City Regional Banks43.74100-0.20%12.37%
AWPAberdeen Global Closed-End Fund - Foreign4.00600.00%11.03%
FRABlackRock Floating Closed-End Fund - Debt13.311000.30%2.52%
DFPFlaherty & Crumrine Dynamic Preferred and ome Fund Closed-End Fund - Debt20.87100-0.05%8.43%
EFREaton Vance Closed-End Fund - Debt11.70300.09%-3.68%
BYMBlackRock Municipal Closed-End Fund - Debt10.4430-0.29%-0.31%
PFISPeoples  Regional Banks53.6990-0.66%0.11%
HRTGHeritage Insurance Insurance22.23700.65%90.66%
NCVAllianzGI Convertible Closed-End Fund - Debt14.72100-0.21%12.46%
DPGDuff & Phelps Utility and Infrastructure Fund Closed-End Fund - Equity12.8690-0.16%13.30%
EHIWestern Asset Closed-End Fund - Debt6.5850-0.61%5.97%
BHBBar Harbor Regional Banks32.3390-0.49%1.92%
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 Calamos Dynamic Convertible and Income FundCCD 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:       View:      Get Complete CCD Trend Analysis ➞

Stock Chart of Dynex Capital, Inc.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:       View:      Get Complete DX Trend Analysis ➞

Stock Chart of John Hancock Financial Opportunities FundBTO 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:       View:      Get Complete BTO Trend Analysis ➞

Stock Chart of BlackRock Health Sciences TrustBME 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:       View:      Get Complete BME Trend Analysis ➞

Stock Chart of Amalgamated BankAMAL 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:       View:      Get Complete AMAL Trend Analysis ➞

Stock Chart of Hanmi Financial CorporationHAFC 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:       View:      Get Complete HAFC Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.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:       View:      Get Complete EDD Trend Analysis ➞

Stock Chart of Diamond Hill Investment Group, Inc.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:       View:      Get Complete DHIL Trend Analysis ➞

Stock Chart of Whitestone REITWSR 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:       View:      Get Complete WSR Trend Analysis ➞

Stock Chart of Putnam Managed Municipal Income TrustPMM 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:       View:      Get Complete PMM Trend Analysis ➞

Stock Chart of BNY Mellon Strategic Municipal Bond Fund, Inc.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:       View:      Get Complete DSM Trend Analysis ➞

Stock Chart of Belpointe PREP, LLCOZ 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:       View:      Get Complete OZ Trend Analysis ➞

Stock Chart of Greene County Bancorp, Inc.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:       View:      Get Complete GCBC Trend Analysis ➞

Stock Chart of Capital City Bank Group, Inc.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:       View:      Get Complete CCBG Trend Analysis ➞

Stock Chart of Aberdeen Global Premier Properties FundAWP 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:       View:      Get Complete AWP Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income Strategies Fund, Inc.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:       View:      Get Complete FRA Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.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:       View:      Get Complete DFP Trend Analysis ➞

Stock Chart of Eaton Vance Senior Floating-Rate TrustEFR 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:       View:      Get Complete EFR Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Quality TrustBYM 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:       View:      Get Complete BYM Trend Analysis ➞

Stock Chart of Peoples Financial Services Corp.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:       View:      Get Complete PFIS Trend Analysis ➞

Stock Chart of Heritage Insurance Holdings, Inc.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:       View:      Get Complete HRTG Trend Analysis ➞

Stock Chart of AllianzGI Convertible & Income FundNCV 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:       View:      Get Complete NCV Trend Analysis ➞

Stock Chart of Duff & Phelps Utility and Infrastructure Fund Inc.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:       View:      Get Complete DPG Trend Analysis ➞

Stock Chart of Western Asset Global High Income Fund Inc.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:       View:      Get Complete EHI Trend Analysis ➞

Stock Chart of Bar Harbor BanksharesBHB 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:       View:      Get Complete BHB Trend Analysis ➞

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