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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%
HCIHCI  Insurance163.79900.58%41.10%
SRGSeritage Growth REIT - 3.64100-0.29%-16.26%
HQLTekla Life Closed-End Fund - Equity13.86800.57%7.09%
GPMTGranite Point Mortgage2.7890-3.96%-0.41%
THWTekla World Closed-End Fund - Equity11.711000.69%13.61%
CCNECNB  Regional Banks26.7880-0.24%1.92%
REFIChicago Atlantic REIT - Mortgage14.3020-1.13%-3.05%
BWBBPBridgewater Bancshares Banks - Regional19.4041-0.43%-0.88%
PGCPeapack-Gladstone  Regional Banks28.7990-0.81%-15.15%
MCRMFS Charter Closed-End Fund - Debt6.3790-0.32%3.65%
FMAOFarmers & Merchants Bancorp Regional Banks26.7290-2.53%-14.79%
MMTMFS Multimarket Closed-End Fund - Debt4.71900.14%4.97%
OIAInvesco Municipal Closed-End Fund - Debt5.7350-0.36%-3.13%
WIAWestern Asset Closed-End Fund - Debt8.41100-0.24%8.80%
CNFCNFinance  Credit Services0.50107.77%-45.26%
BLEBlackRock Municipal Asset Mgmt9.8250-0.31%-3.42%
CLDTChatham Lodging REIT7.771000.00%-16.93%
CZNCCitizens & Northern Regional Banks20.24100-0.20%9.36%
IBCPIndependent Bank Regional Banks33.2860-0.45%-8.07%
WTBAWest Ban Regional - Southwest Banks19.9990-0.48%-9.65%
EQBKEquity Bancshares Regional Banks40.8650-1.47%-6.16%
SMBCSouthern Missouri S&L57.7870-0.34%-3.52%
CHWCalamos Global Closed-End Fund - Equity7.30100-0.14%10.65%
HPFJohn Hancock Closed-End Fund - Debt16.21900.37%3.82%
AFCGAFC Gamma REIT - Specialty5.03803.32%-51.95%
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 HCI Group, Inc.HCI HCI Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 297.412 Millions
Recent Price: 163.79    
Smart Investing & Trading Score: 90
Day Percent Change: 0.58%    
Day Change: 0.95
Week Change: 3.7%    
Year-to-date Change: 41.1%
HCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HCI to Watchlist:       View:      Get Complete HCI Trend Analysis ➞

Stock Chart of Seritage Growth PropertiesSRG Seritage Growth Properties
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 293.453 Millions
Recent Price: 3.64    
Smart Investing & Trading Score: 100
Day Percent Change: -0.29%    
Day Change: -0.01
Week Change: 20.21%    
Year-to-date Change: -16.3%
SRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SRG to Watchlist:       View:      Get Complete SRG Trend Analysis ➞

Stock Chart of Tekla Life Sciences InvestorsHQL Tekla Life Sciences Investors
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 289.947 Millions
Recent Price: 13.86    
Smart Investing & Trading Score: 80
Day Percent Change: 0.57%    
Day Change: 0.08
Week Change: 2.93%    
Year-to-date Change: 7.1%
HQL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HQL to Watchlist:       View:      Get Complete HQL Trend Analysis ➞

Stock Chart of Granite Point Mortgage Trust Inc.GPMT Granite Point Mortgage Trust Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 289.739 Millions
Recent Price: 2.78    
Smart Investing & Trading Score: 90
Day Percent Change: -3.96%    
Day Change: -0.11
Week Change: -5.99%    
Year-to-date Change: -0.4%
GPMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GPMT to Watchlist:       View:      Get Complete GPMT Trend Analysis ➞

Stock Chart of Tekla World Healthcare FundTHW Tekla World Healthcare Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 288.247 Millions
Recent Price: 11.71    
Smart Investing & Trading Score: 100
Day Percent Change: 0.69%    
Day Change: 0.08
Week Change: 4.88%    
Year-to-date Change: 13.6%
THW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THW to Watchlist:       View:      Get Complete THW Trend Analysis ➞

Stock Chart of CNB Financial CorporationCCNE CNB Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 286.599 Millions
Recent Price: 26.78    
Smart Investing & Trading Score: 80
Day Percent Change: -0.24%    
Day Change: -0.06
Week Change: -1.03%    
Year-to-date Change: 1.9%
CCNE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCNE to Watchlist:       View:      Get Complete CCNE Trend Analysis ➞

Stock Chart of Chicago Atlantic Financials Finance, Inc.REFI Chicago Atlantic Financials Finance, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 285 Millions
Recent Price: 14.30    
Smart Investing & Trading Score: 20
Day Percent Change: -1.13%    
Day Change: -0.16
Week Change: -0.36%    
Year-to-date Change: -3.1%
REFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add REFI to Watchlist:       View:      Get Complete REFI Trend Analysis ➞

Stock Chart of Bridgewater Bancshares, Inc.BWBBP Bridgewater Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 285 Millions
Recent Price: 19.40    
Smart Investing & Trading Score: 41
Day Percent Change: -0.43%    
Day Change: -0.08
Week Change: -1.94%    
Year-to-date Change: -0.9%
BWBBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWBBP to Watchlist:       View:      Get Complete BWBBP Trend Analysis ➞

Stock Chart of Peapack-Gladstone Financial CorporationPGC Peapack-Gladstone Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 284.399 Millions
Recent Price: 28.79    
Smart Investing & Trading Score: 90
Day Percent Change: -0.81%    
Day Change: -0.22
Week Change: 0.97%    
Year-to-date Change: -15.2%
PGC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGC to Watchlist:       View:      Get Complete PGC Trend Analysis ➞

Stock Chart of MFS Charter Income TrustMCR MFS Charter Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 282.807 Millions
Recent Price: 6.37    
Smart Investing & Trading Score: 90
Day Percent Change: -0.32%    
Day Change: -0.02
Week Change: -1.41%    
Year-to-date Change: 3.7%
MCR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCR to Watchlist:       View:      Get Complete MCR Trend Analysis ➞

Stock Chart of Farmers & Merchants Bancorp, Inc.FMAO Farmers & Merchants Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 280.27 Millions
Recent Price: 26.72    
Smart Investing & Trading Score: 90
Day Percent Change: -2.53%    
Day Change: -0.64
Week Change: -2.03%    
Year-to-date Change: -14.8%
FMAO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMAO to Watchlist:       View:      Get Complete FMAO Trend Analysis ➞

Stock Chart of MFS Multimarket Income TrustMMT MFS Multimarket Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 4.71    
Smart Investing & Trading Score: 90
Day Percent Change: 0.14%    
Day Change: 0.01
Week Change: -0.85%    
Year-to-date Change: 5.0%
MMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMT to Watchlist:       View:      Get Complete MMT Trend Analysis ➞

Stock Chart of Invesco Municipal Income Opportunities TrustOIA Invesco Municipal Income Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 5.73    
Smart Investing & Trading Score: 50
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:       View:      Get Complete OIA Trend Analysis ➞

Stock Chart of Western Asset Inflation-Linked Income FundWIA Western Asset Inflation-Linked Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.207 Millions
Recent Price: 8.41    
Smart Investing & Trading Score: 100
Day Percent Change: -0.24%    
Day Change: -0.02
Week Change: -0.24%    
Year-to-date Change: 8.8%
WIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIA to Watchlist:       View:      Get Complete WIA Trend Analysis ➞

Stock Chart of CNFinance Holdings LimitedCNF CNFinance Holdings Limited
Sector: Financials
SubSector: Credit Services
MarketCap: 277.408 Millions
Recent Price: 0.50    
Smart Investing & Trading Score: 10
Day Percent Change: 7.77%    
Day Change: 0.04
Week Change: -13.33%    
Year-to-date Change: -45.3%
CNF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNF to Watchlist:       View:      Get Complete CNF Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Trust IIBLE BlackRock Municipal Income Trust II
Sector: Financials
SubSector: Asset Management
MarketCap: 276.503 Millions
Recent Price: 9.82    
Smart Investing & Trading Score: 50
Day Percent Change: -0.31%    
Day Change: -0.03
Week Change: -1.81%    
Year-to-date Change: -3.4%
BLE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLE to Watchlist:       View:      Get Complete BLE Trend Analysis ➞

Stock Chart of Chatham Lodging TrustCLDT Chatham Lodging Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 274.734 Millions
Recent Price: 7.77    
Smart Investing & Trading Score: 100
Day Percent Change: 0%    
Day Change: 0
Week Change: 1.4%    
Year-to-date Change: -16.9%
CLDT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CLDT to Watchlist:       View:      Get Complete CLDT Trend Analysis ➞

Stock Chart of Citizens & Northern CorporationCZNC Citizens & Northern Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 274.459 Millions
Recent Price: 20.24    
Smart Investing & Trading Score: 100
Day Percent Change: -0.2%    
Day Change: -0.04
Week Change: 0.44%    
Year-to-date Change: 9.4%
CZNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CZNC to Watchlist:       View:      Get Complete CZNC Trend Analysis ➞

Stock Chart of Independent Bank CorporationIBCP Independent Bank Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 273.67 Millions
Recent Price: 33.28    
Smart Investing & Trading Score: 60
Day Percent Change: -0.45%    
Day Change: -0.14
Week Change: -1.23%    
Year-to-date Change: -8.1%
IBCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBCP to Watchlist:       View:      Get Complete IBCP Trend Analysis ➞

Stock Chart of West Bancorporation, Inc.WTBA West Bancorporation, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 272.965 Millions
Recent Price: 19.99    
Smart Investing & Trading Score: 90
Day Percent Change: -0.48%    
Day Change: -0.09
Week Change: 0.05%    
Year-to-date Change: -9.7%
WTBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WTBA to Watchlist:       View:      Get Complete WTBA Trend Analysis ➞

Stock Chart of Equity Bancshares, Inc.EQBK Equity Bancshares, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 272.87 Millions
Recent Price: 40.86    
Smart Investing & Trading Score: 50
Day Percent Change: -1.47%    
Day Change: -0.59
Week Change: -0.33%    
Year-to-date Change: -6.2%
EQBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQBK to Watchlist:       View:      Get Complete EQBK Trend Analysis ➞

Stock Chart of Southern Missouri Bancorp, Inc.SMBC Southern Missouri Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 272.53 Millions
Recent Price: 57.78    
Smart Investing & Trading Score: 70
Day Percent Change: -0.34%    
Day Change: -0.19
Week Change: -0.62%    
Year-to-date Change: -3.5%
SMBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMBC to Watchlist:       View:      Get Complete SMBC Trend Analysis ➞

Stock Chart of Calamos Global Dynamic Income FundCHW Calamos Global Dynamic Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 272.047 Millions
Recent Price: 7.30    
Smart Investing & Trading Score: 100
Day Percent Change: -0.14%    
Day Change: -0.01
Week Change: -1.65%    
Year-to-date Change: 10.7%
CHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHW to Watchlist:       View:      Get Complete CHW Trend Analysis ➞

Stock Chart of John Hancock Preferred Income Fund IIHPF John Hancock Preferred Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 269.407 Millions
Recent Price: 16.21    
Smart Investing & Trading Score: 90
Day Percent Change: 0.37%    
Day Change: 0.06
Week Change: 0.69%    
Year-to-date Change: 3.8%
HPF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPF to Watchlist:       View:      Get Complete HPF Trend Analysis ➞

Stock Chart of AFC Gamma, Inc.AFCG AFC Gamma, Inc.
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 269 Millions
Recent Price: 5.03    
Smart Investing & Trading Score: 80
Day Percent Change: 3.32%    
Day Change: 0.12
Week Change: -15.03%    
Year-to-date Change: -52.0%
AFCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFCG to Watchlist:       View:      Get Complete AFCG Trend Analysis ➞

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