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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 15, 2025 - Although long term and short term trends for Financial sector are good, the mid term i.e weekly trends are deteriorating.

The overall Smart Investing & Trading Score is 80 (0-bearish to 100-bullish) which puts Financial sector in short term neutral to bullish trend.

The Smart Investing & Trading Score from previous trading session is 70 and an improvement of trend continues.

 Year To Date Performance: 9.94 %
 Weekly Performance: 1.56 %
 Daily Performance: 26.65 %
12Stocks.com
Financial Sector Trend
80 / 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%
PJTPJT Partners Asset Mgmt186.39802.05%18.51%
PJTPJT Partners Asset Mgmt183.60802.05%18.51%
HOPEHope Bancorp Regional Banks10.61905.25%-10.14%
HOPEHope Bancorp Regional Banks10.55905.25%-10.14%
UTGReaves Utility Closed-End Fund - Equity38.82900.34%27.51%
CRVLCorVel  Insurance90.57302.42%-18.60%
CRVLCorVel  Insurance88.41302.42%-18.60%
PTYPIMCO Corporate Closed-End Fund - Debt13.98100-3.60%3.96%
GDVGabelli Dividend Closed-End Fund - Equity26.628011.16%15.28%
BANFBancFirst  Regional - Southwest Banks126.68705.14%8.96%
BANFBancFirst  Regional - Southwest Banks124.97705.14%8.96%
SVCService Properties REIT2.53704.17%1.70%
CHCOCity Holding Regional Banks124.40704.19%7.13%
CHCOCity Holding Regional Banks123.52704.19%7.13%
XHRXenia Hotels REIT13.511003.30%-6.98%
XHRXenia Hotels REIT13.361003.30%-6.98%
PKSTPeakstone Realty REIT - 12.18618.67%15.66%
NYMTNew York Mortgage6.92801.99%21.45%
NYMTNew York Mortgage6.83801.99%21.45%
AXAxos  S&L89.0710055.73%27.87%
MNRMonmouth Real REIT - Industrial14.50300.00%-7.82%
MNRMonmouth Real REIT - Industrial14.50300.00%-7.82%
BDJBlackRock Enhanced Closed-End Fund - Equity8.981002.39%14.32%
KRGKite Realty REIT - Retail21.71408.79%-10.65%
KRGKite Realty REIT - Retail21.44408.79%-10.65%
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 9.94% and is currently underperforming the overall market by -0.39% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 80
YTD Performance: 9.94%
**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%]
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
AdvisorShares Pure[57.9%]
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
PHH [-90%] PHH [-90%] SunTrust Banks[-90%]
SunTrust Banks[-90%] CIM Commercial[-87%] CIM Commercial[-87%]
Fangdd Network[-82%] Office Properties[-75%] Signature Bank[-64%]
Signature Bank[-64%] eHealth [-62%] eHealth [-62%]
.
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
LendingTree [100] LendingTree [100] Newmark [100]
Jefferies [100] Axos [100] Nomura [100]
Nomura [100] Stewart Information[100] Stewart Information[100]
Lloyds Banking[100] Lloyds Banking[100] Investors Title[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  52.768026.651.569.94%
XLFFinancial  53.018026.651.569.94%
IAIBroker-Dealers & Secs 175.936031.391.4222.78%
IAIBroker-Dealers & Secs 176.406031.391.4222.78%
IYFFinancials  123.52801.361.712.44%
IYFFinancials  123.96801.361.712.44%
IYGFinancial Services  87.47801.271.6613.03%
IYGFinancial Services  88.01801.271.6613.03%
KRERegional Banking  62.649019.255.515.21%
KRERegional Banking  62.609019.255.515.21%
IXGGlobal Financials  114.711001.392.120.28%
VFHFinancials  129.18801.291.8710.29%
VFHFinancials  129.73801.291.8710.29%
KBEBank  58.869028.035.097.6%
KBEBank  58.859028.035.097.6%
FASFinancial Bull 3X 169.37803.144.4512.86%
FASFinancial Bull 3X 171.85803.144.4512.86%
FAZFinancial Bear 3X 4.3430-2.91-4.19-30.05%
FAZFinancial Bear 3X 4.2630-2.91-4.19-30.05%
UYGFinancials  95.80801.93.0112.59%
UYGFinancials  96.75801.93.0112.59%
IATRegional Banks  51.44803.214.33.58%
IATRegional Banks  51.65803.214.33.58%
KIEInsurance  58.76701.072.84.78%
KIEInsurance  58.50701.072.84.78%
PSCFSmallCap Financials  56.7510017.964.694.65%
EUFNEurope Financials  34.2210023.343.750.74%
EUFNEurope Financials  34.4510023.343.750.74%
PGFFinancial Preferred  14.481000.360.913.17%
PGFFinancial Preferred  14.411000.360.913.17%
 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 PJT Partners Inc.PJT PJT Partners Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1100.93 Millions
Recent Price: 186.39    
Smart Investing & Trading Score: 80
Day Percent Change: 2.05%    
Day Change: 2.52
Week Change: 3%    
Year-to-date Change: 18.5%
PJT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PJT to Watchlist:       View:      Get Complete PJT Trend Analysis ➞

Stock Chart of PJT Partners Inc.PJT PJT Partners Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1100.93 Millions
Recent Price: 183.60    
Smart Investing & Trading Score: 80
Day Percent Change: 2.05%    
Day Change: 2.52
Week Change: 3%    
Year-to-date Change: 18.5%
PJT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PJT to Watchlist:       View:      Get Complete PJT Trend Analysis ➞

Stock Chart of Hope Bancorp, Inc.HOPE Hope Bancorp, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1099.29 Millions
Recent Price: 10.61    
Smart Investing & Trading Score: 90
Day Percent Change: 5.25%    
Day Change: 0.64
Week Change: 5.99%    
Year-to-date Change: -10.1%
HOPE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HOPE to Watchlist:       View:      Get Complete HOPE Trend Analysis ➞

Stock Chart of Hope Bancorp, Inc.HOPE Hope Bancorp, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1099.29 Millions
Recent Price: 10.55    
Smart Investing & Trading Score: 90
Day Percent Change: 5.25%    
Day Change: 0.64
Week Change: 5.99%    
Year-to-date Change: -10.1%
HOPE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HOPE to Watchlist:       View:      Get Complete HOPE Trend Analysis ➞

Stock Chart of Reaves Utility Income FundUTG Reaves Utility Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1090.67 Millions
Recent Price: 38.82    
Smart Investing & Trading Score: 90
Day Percent Change: 0.34%    
Day Change: 0.1
Week Change: 0.9%    
Year-to-date Change: 27.5%
UTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UTG to Watchlist:       View:      Get Complete UTG Trend Analysis ➞

Stock Chart of CorVel CorporationCRVL CorVel Corporation
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1090.67 Millions
Recent Price: 90.57    
Smart Investing & Trading Score: 30
Day Percent Change: 2.42%    
Day Change: 7.42
Week Change: 2.52%    
Year-to-date Change: -18.6%
CRVL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CRVL to Watchlist:       View:      Get Complete CRVL Trend Analysis ➞

Stock Chart of CorVel CorporationCRVL CorVel Corporation
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1090.67 Millions
Recent Price: 88.41    
Smart Investing & Trading Score: 30
Day Percent Change: 2.42%    
Day Change: 7.42
Week Change: 2.52%    
Year-to-date Change: -18.6%
CRVL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CRVL to Watchlist:       View:      Get Complete CRVL Trend Analysis ➞

Stock Chart of PIMCO Corporate & Income Opportunity FundPTY PIMCO Corporate & Income Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1085.87 Millions
Recent Price: 13.98    
Smart Investing & Trading Score: 100
Day Percent Change: -3.6%    
Day Change: -0.53
Week Change: 0.07%    
Year-to-date Change: 4.0%
PTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTY to Watchlist:       View:      Get Complete PTY Trend Analysis ➞

Stock Chart of The Gabelli Dividend & Income TrustGDV The Gabelli Dividend & Income Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1079.97 Millions
Recent Price: 26.62    
Smart Investing & Trading Score: 80
Day Percent Change: 11.16%    
Day Change: 2.39
Week Change: 2.18%    
Year-to-date Change: 15.3%
GDV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDV to Watchlist:       View:      Get Complete GDV Trend Analysis ➞

Stock Chart of BancFirst CorporationBANF BancFirst Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1068.65 Millions
Recent Price: 126.68    
Smart Investing & Trading Score: 70
Day Percent Change: 5.14%    
Day Change: 5.23
Week Change: 3.56%    
Year-to-date Change: 9.0%
BANF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BANF to Watchlist:       View:      Get Complete BANF Trend Analysis ➞

Stock Chart of BancFirst CorporationBANF BancFirst Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1068.65 Millions
Recent Price: 124.97    
Smart Investing & Trading Score: 70
Day Percent Change: 5.14%    
Day Change: 5.23
Week Change: 3.56%    
Year-to-date Change: 9.0%
BANF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BANF to Watchlist:       View:      Get Complete BANF Trend Analysis ➞

Stock Chart of Service Properties TrustSVC Service Properties Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1067.74 Millions
Recent Price: 2.53    
Smart Investing & Trading Score: 70
Day Percent Change: 4.17%    
Day Change: 0.18
Week Change: 3.24%    
Year-to-date Change: 1.7%
SVC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SVC to Watchlist:       View:      Get Complete SVC Trend Analysis ➞

Stock Chart of City Holding CompanyCHCO City Holding Company
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1059.59 Millions
Recent Price: 124.40    
Smart Investing & Trading Score: 70
Day Percent Change: 4.19%    
Day Change: 4.79
Week Change: 3.68%    
Year-to-date Change: 7.1%
CHCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHCO to Watchlist:       View:      Get Complete CHCO Trend Analysis ➞

Stock Chart of City Holding CompanyCHCO City Holding Company
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1059.59 Millions
Recent Price: 123.52    
Smart Investing & Trading Score: 70
Day Percent Change: 4.19%    
Day Change: 4.79
Week Change: 3.68%    
Year-to-date Change: 7.1%
CHCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHCO to Watchlist:       View:      Get Complete CHCO Trend Analysis ➞

Stock Chart of Xenia Hotels & Resorts, Inc.XHR Xenia Hotels & Resorts, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1058.24 Millions
Recent Price: 13.51    
Smart Investing & Trading Score: 100
Day Percent Change: 3.3%    
Day Change: 0.44
Week Change: 6.13%    
Year-to-date Change: -7.0%
XHR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XHR to Watchlist:       View:      Get Complete XHR Trend Analysis ➞

Stock Chart of Xenia Hotels & Resorts, Inc.XHR Xenia Hotels & Resorts, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1058.24 Millions
Recent Price: 13.36    
Smart Investing & Trading Score: 100
Day Percent Change: 3.3%    
Day Change: 0.44
Week Change: 6.13%    
Year-to-date Change: -7.0%
XHR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XHR to Watchlist:       View:      Get Complete XHR Trend Analysis ➞

Stock Chart of Peakstone Realty TrustPKST Peakstone Realty Trust
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1050 Millions
Recent Price: 12.18    
Smart Investing & Trading Score: 61
Day Percent Change: 8.67%    
Day Change: 1.04
Week Change: -11.52%    
Year-to-date Change: 15.7%
PKST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PKST to Watchlist:       View:      Get Complete PKST Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMT New York Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1038.39 Millions
Recent Price: 6.92    
Smart Investing & Trading Score: 80
Day Percent Change: 1.99%    
Day Change: 0.13
Week Change: 5.33%    
Year-to-date Change: 21.5%
NYMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMT to Watchlist:       View:      Get Complete NYMT Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMT New York Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1038.39 Millions
Recent Price: 6.83    
Smart Investing & Trading Score: 80
Day Percent Change: 1.99%    
Day Change: 0.13
Week Change: 5.33%    
Year-to-date Change: 21.5%
NYMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMT to Watchlist:       View:      Get Complete NYMT Trend Analysis ➞

Stock Chart of Axos Financial, Inc.AX Axos Financial, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 1037.3 Millions
Recent Price: 89.07    
Smart Investing & Trading Score: 100
Day Percent Change: 55.73%    
Day Change: 24.94
Week Change: 5%    
Year-to-date Change: 27.9%
AX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AX to Watchlist:       View:      Get Complete AX Trend Analysis ➞

Stock Chart of Monmouth Real Estate Investment CorporationMNR Monmouth Real Estate Investment Corporation
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 1035.49 Millions
Recent Price: 14.50    
Smart Investing & Trading Score: 30
Day Percent Change: 0%    
Day Change: 0
Week Change: -1.69%    
Year-to-date Change: -7.8%
MNR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MNR to Watchlist:       View:      Get Complete MNR Trend Analysis ➞

Stock Chart of Monmouth Real Estate Investment CorporationMNR Monmouth Real Estate Investment Corporation
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 1035.49 Millions
Recent Price: 14.50    
Smart Investing & Trading Score: 30
Day Percent Change: 0%    
Day Change: 0
Week Change: -1.69%    
Year-to-date Change: -7.8%
MNR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MNR to Watchlist:       View:      Get Complete MNR Trend Analysis ➞

Stock Chart of BlackRock Enhanced Equity Dividend TrustBDJ BlackRock Enhanced Equity Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1031.47 Millions
Recent Price: 8.98    
Smart Investing & Trading Score: 100
Day Percent Change: 2.39%    
Day Change: 0.2
Week Change: 2.16%    
Year-to-date Change: 14.3%
BDJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BDJ to Watchlist:       View:      Get Complete BDJ Trend Analysis ➞

Stock Chart of Kite Realty Group TrustKRG Kite Realty Group Trust
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1030.14 Millions
Recent Price: 21.71    
Smart Investing & Trading Score: 40
Day Percent Change: 8.79%    
Day Change: 2.08
Week Change: -0.6%    
Year-to-date Change: -10.7%
KRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRG to Watchlist:       View:      Get Complete KRG Trend Analysis ➞

Stock Chart of Kite Realty Group TrustKRG Kite Realty Group Trust
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1030.14 Millions
Recent Price: 21.44    
Smart Investing & Trading Score: 40
Day Percent Change: 8.79%    
Day Change: 2.08
Week Change: -0.6%    
Year-to-date Change: -10.7%
KRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRG to Watchlist:       View:      Get Complete KRG Trend Analysis ➞

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