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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
September 19, 2025 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 90 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 60 and an improvement of trend continues.

 Year To Date Performance: 13.0735 %
 Weekly Performance: 1.82468 %
 Daily Performance: 0.0924556 %
12Stocks.com
Financial Sector Trend
90 / 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%
BOEBlackRock Enhanced Closed-End Fund - Foreign11.5430-0.17%12.20%
PDTJohn Hancock Closed-End Fund - Debt13.36300.15%10.71%
KREFKKR Real REIT - Mortgage9.66801.47%-0.41%
ACAssociated Capital Asset Mgmt30.920-7.31%-11.37%
SMBCSouthern Missouri Banks - Regional56.25501.92%0.35%
TPREThird Point Insurance20.47801.09%0.00%
VINPVi Compass Asset Mgmt10.33901.27%7.10%
TBLDThornburg ome Closed-End Fund - Equity19.8930-0.20%27.32%
SUPVGrupo Supervielle Banks - Regional5.1510-8.04%-68.70%
PSTBPark Sterling Regional Banks31.0350-2.27%0.00%
SMBKSmart  Banks - Regional37.831002.63%24.09%
LDPCohen & Steers Duration Preferred and ome Fund Closed-End Fund - Debt21.86900.41%12.86%
FSCFifth Street Credit Services45.261005.30%0.00%
HTBKHeritage Commerce Banks - Regional10.42903.27%17.64%
NCBSNicolet Bankshares Banks40.15100.40%0.00%
VMOInvesco Municipal Closed-End Fund - Debt9.5480-0.10%2.08%
MOFGMidWestOne  Banks - Regional29.83604.12%6.40%
CACBCascade Bancorp Regional Banks4.17400.48%0.00%
TCPCBlackRock TCP Asset Mgmt6.6500.45%-20.06%
FPHFive Point Real Estate - Development6.491001.25%72.61%
BUIBlackRock Utility Closed-End Fund - Equity25.7010-0.31%16.09%
ETJEaton Vance Closed-End Fund - Equity8.9110-0.45%1.66%
GNBCGreen Bancorp Banks14.32700.28%0.00%
ATLCPAtlanticus  Credit Services23.1250-0.13%5.42%
ALTIAlTi Global Asset Mgmt3.92506.52%-10.71%
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 13.0735% and is currently underperforming the overall market by -0.7866% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 90
YTD Performance: 13.0735%
**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
Oxford Lane[292%] Better Home[250%] Metalpha Technology[213%]
Robinhood Markets[207%] Cipher Mining[146%] Mr. Cooper[134%]
Banco Santander[130%] IHS Holding[118%] Deutsche Bank[115%]
LoanDepot [111%] Banco Bilbao[109%]
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
Colony Starwood[15929900%] Blackhawk Network[91300%] Macquarie Global[81662.9%]
Credit Suisse[63241.6%] Pennsylvania Real[23823%] First Republic[22570.9%]
Select ome[14000%] CorEnergy Infrastructure[6797.8%] FedNat Holding[5525%]
BlackRock Municipal[5340%] BlackRock MuniYield[3379%] Waddell & Reed[2757.7%]
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
Spring Valley[-100%] Integrated Rail[-100%] Alchemy s[-100%]
Allied World[-96%] Generation Essentials[-74%] Grupo Supervielle[-69%]
Banco Macro[-63%] BBVA Argentina[-62%] Grupo Financiero[-60%]
Signature Bank[-57%] eHealth [-56%] CPI Card[-50%]
.
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
Better Home[100] AMREP Corp[100] PIMCO California[100]
Torchmark [100] PIMCO California[100] Triumph Bancorp[100]
StepStone [100] Radian [100] National Bank[100]
PIMCO Municipal[100] MARA [100] PIMCO Municipal[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 %
CHIXChina Financials  10.5720000%
 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 Enhanced Global Dividend TrustBOE BlackRock Enhanced Global Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 658.08 Millions
Recent Price: 11.54    
Smart Investing & Trading Score: 30
Day Percent Change: -0.17301%    
Day Change: -0.02
Week Change: -1.36752%    
Year-to-date Change: 12.2%
BOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BOE to Watchlist:       View:      Get Complete BOE Trend Analysis ➞

Stock Chart of John Hancock Premium Dividend FundPDT John Hancock Premium Dividend Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 656.62 Millions
Recent Price: 13.36    
Smart Investing & Trading Score: 30
Day Percent Change: 0.149925%    
Day Change: -0.01
Week Change: -0.447094%    
Year-to-date Change: 10.7%
PDT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDT to Watchlist:       View:      Get Complete PDT Trend Analysis ➞

Stock Chart of KKR Real Estate Finance Trust IncKREF KKR Real Estate Finance Trust Inc
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 650.59 Millions
Recent Price: 9.66    
Smart Investing & Trading Score: 80
Day Percent Change: 1.47059%    
Day Change: -0.23
Week Change: -1.42857%    
Year-to-date Change: -0.4%
KREF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KREF to Watchlist:       View:      Get Complete KREF Trend Analysis ➞

Stock Chart of Associated Capital Group IncAC Associated Capital Group Inc
Sector: Financials
SubSector: Asset Management
MarketCap: 649.89 Millions
Recent Price: 30.92    
Smart Investing & Trading Score: 0
Day Percent Change: -7.31415%    
Day Change: -0.22
Week Change: -7.00752%    
Year-to-date Change: -11.4%
AC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AC to Watchlist:       View:      Get Complete AC Trend Analysis ➞

Stock Chart of Southern Missouri Bancorp, IncSMBC Southern Missouri Bancorp, Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 648.17 Millions
Recent Price: 56.25    
Smart Investing & Trading Score: 50
Day Percent Change: 1.92064%    
Day Change: -0.19
Week Change: -0.495312%    
Year-to-date Change: 0.4%
SMBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMBC to Watchlist:       View:      Get Complete SMBC Trend Analysis ➞

Stock Chart of Third Point Reinsurance Ltd.TPRE Third Point Reinsurance Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 643.612 Millions
Recent Price: 20.47    
Smart Investing & Trading Score: 80
Day Percent Change: 1.08642%    
Day Change: -9999
Week Change: 94.397%    
Year-to-date Change: 0.0%
TPRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TPRE to Watchlist:       View:      Get Complete TPRE Trend Analysis ➞

Stock Chart of Vinci Compass Investments LtdVINP Vinci Compass Investments Ltd
Sector: Financials
SubSector: Asset Management
MarketCap: 641.93 Millions
Recent Price: 10.33    
Smart Investing & Trading Score: 90
Day Percent Change: 1.27451%    
Day Change: -0.02
Week Change: 3.71486%    
Year-to-date Change: 7.1%
VINP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VINP to Watchlist:       View:      Get Complete VINP Trend Analysis ➞

Stock Chart of Thornburg Income Builder Opportunities TrustTBLD Thornburg Income Builder Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 641.64 Millions
Recent Price: 19.89    
Smart Investing & Trading Score: 30
Day Percent Change: -0.195695%    
Day Change: -0.16
Week Change: -0.400601%    
Year-to-date Change: 27.3%
TBLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TBLD to Watchlist:       View:      Get Complete TBLD Trend Analysis ➞

Stock Chart of Grupo Supervielle S.A. ADRSUPV Grupo Supervielle S.A. ADR
Sector: Financials
SubSector: Banks - Regional
MarketCap: 632.79 Millions
Recent Price: 5.15    
Smart Investing & Trading Score: 10
Day Percent Change: -8.03571%    
Day Change: -0.1
Week Change: -17.7316%    
Year-to-date Change: -68.7%
SUPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SUPV to Watchlist:       View:      Get Complete SUPV Trend Analysis ➞

Stock Chart of Park Sterling CorporationPSTB Park Sterling Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 632.77 Millions
Recent Price: 31.03    
Smart Investing & Trading Score: 50
Day Percent Change: -2.26772%    
Day Change: -9999
Week Change: 7.89291%    
Year-to-date Change: 0.0%
PSTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSTB to Watchlist:       View:      Get Complete PSTB Trend Analysis ➞

Stock Chart of SmartFinancial IncSMBK SmartFinancial Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 631.11 Millions
Recent Price: 37.83    
Smart Investing & Trading Score: 100
Day Percent Change: 2.63158%    
Day Change: -0.09
Week Change: 2.63158%    
Year-to-date Change: 24.1%
SMBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMBK to Watchlist:       View:      Get Complete SMBK Trend Analysis ➞

Stock Chart of Cohen & Steers Limited Duration Preferred and Income Fund IncLDP Cohen & Steers Limited Duration Preferred and Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 631.02 Millions
Recent Price: 21.86    
Smart Investing & Trading Score: 90
Day Percent Change: 0.413413%    
Day Change: -0.02
Week Change: 1.15687%    
Year-to-date Change: 12.9%
LDP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LDP to Watchlist:       View:      Get Complete LDP Trend Analysis ➞

Stock Chart of Fifth Street Finance Corp.FSC Fifth Street Finance Corp.
Sector: Financials
SubSector: Credit Services
MarketCap: 629.96 Millions
Recent Price: 45.26    
Smart Investing & Trading Score: 100
Day Percent Change: 5.30479%    
Day Change: -9999
Week Change: 290.509%    
Year-to-date Change: 0.0%
FSC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSC to Watchlist:       View:      Get Complete FSC Trend Analysis ➞

Stock Chart of Heritage Commerce CorpHTBK Heritage Commerce Corp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 627.99 Millions
Recent Price: 10.42    
Smart Investing & Trading Score: 90
Day Percent Change: 3.27057%    
Day Change: -0.04
Week Change: 1.55945%    
Year-to-date Change: 17.6%
HTBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTBK to Watchlist:       View:      Get Complete HTBK Trend Analysis ➞

Stock Chart of Nicolet Bankshares, Inc.NCBS Nicolet Bankshares, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 624.299 Millions
Recent Price: 40.15    
Smart Investing & Trading Score: 10
Day Percent Change: 0.4001%    
Day Change: -9999
Week Change: -48.6835%    
Year-to-date Change: 0.0%
NCBS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCBS to Watchlist:       View:      Get Complete NCBS Trend Analysis ➞

Stock Chart of Invesco Municipal Opportunity TrustVMO Invesco Municipal Opportunity Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 621.8 Millions
Recent Price: 9.54    
Smart Investing & Trading Score: 80
Day Percent Change: -0.104712%    
Day Change: -0.04
Week Change: 0.952381%    
Year-to-date Change: 2.1%
VMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VMO to Watchlist:       View:      Get Complete VMO Trend Analysis ➞

Stock Chart of MidWestOne Financial Group IncMOFG MidWestOne Financial Group Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 617.67 Millions
Recent Price: 29.83    
Smart Investing & Trading Score: 60
Day Percent Change: 4.11867%    
Day Change: -0.04
Week Change: 1.35916%    
Year-to-date Change: 6.4%
MOFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MOFG to Watchlist:       View:      Get Complete MOFG Trend Analysis ➞

Stock Chart of Cascade BancorpCACB Cascade Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 616.14 Millions
Recent Price: 4.17    
Smart Investing & Trading Score: 40
Day Percent Change: 0.481928%    
Day Change: -9999
Week Change: 1.45985%    
Year-to-date Change: 0.0%
CACB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CACB to Watchlist:       View:      Get Complete CACB Trend Analysis ➞

Stock Chart of BlackRock TCP Capital CorpTCPC BlackRock TCP Capital Corp
Sector: Financials
SubSector: Asset Management
MarketCap: 615.66 Millions
Recent Price: 6.65    
Smart Investing & Trading Score: 0
Day Percent Change: 0.453172%    
Day Change: -0.04
Week Change: -6.07345%    
Year-to-date Change: -20.1%
TCPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCPC to Watchlist:       View:      Get Complete TCPC Trend Analysis ➞

Stock Chart of Five Point Holdings LLCFPH Five Point Holdings LLC
Sector: Financials
SubSector: Real Estate - Development
MarketCap: 612.05 Millions
Recent Price: 6.49    
Smart Investing & Trading Score: 100
Day Percent Change: 1.24805%    
Day Change: 0.02
Week Change: 10.1868%    
Year-to-date Change: 72.6%
FPH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FPH to Watchlist:       View:      Get Complete FPH Trend Analysis ➞

Stock Chart of BlackRock Utility Infrastructure & Power Opportunities TrustBUI BlackRock Utility Infrastructure & Power Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 611.73 Millions
Recent Price: 25.70    
Smart Investing & Trading Score: 10
Day Percent Change: -0.310318%    
Day Change: -0.08
Week Change: -4.99076%    
Year-to-date Change: 16.1%
BUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BUI to Watchlist:       View:      Get Complete BUI Trend Analysis ➞

Stock Chart of Eaton Vance Risk-Managed Diversified Equity Income FundETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 609.08 Millions
Recent Price: 8.91    
Smart Investing & Trading Score: 10
Day Percent Change: -0.446927%    
Day Change: 0.02
Week Change: -1.54696%    
Year-to-date Change: 1.7%
ETJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETJ to Watchlist:       View:      Get Complete ETJ Trend Analysis ➞

Stock Chart of Green Bancorp, Inc.GNBC Green Bancorp, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 608.19 Millions
Recent Price: 14.32    
Smart Investing & Trading Score: 70
Day Percent Change: 0.280112%    
Day Change: -9999
Week Change: 2.28571%    
Year-to-date Change: 0.0%
GNBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GNBC to Watchlist:       View:      Get Complete GNBC Trend Analysis ➞

Stock Chart of Atlanticus Holdings CorporationATLCP Atlanticus Holdings Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 608 Millions
Recent Price: 23.12    
Smart Investing & Trading Score: 50
Day Percent Change: -0.127001%    
Day Change: 0
Week Change: -0.344828%    
Year-to-date Change: 5.4%
ATLCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ATLCP to Watchlist:       View:      Get Complete ATLCP Trend Analysis ➞

Stock Chart of AlTi Global IncALTI AlTi Global Inc
Sector: Financials
SubSector: Asset Management
MarketCap: 607.14 Millions
Recent Price: 3.92    
Smart Investing & Trading Score: 50
Day Percent Change: 6.52174%    
Day Change: -0.05
Week Change: -0.254453%    
Year-to-date Change: -10.7%
ALTI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALTI to Watchlist:       View:      Get Complete ALTI Trend Analysis ➞

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