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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 %
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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%
ABTXAllegiance Bancshares Regional Banks7.06302.32%0.00%
GAINGladstone  Asset Mgmt14.0100.21%14.23%
FDEFFirst Defiance S&L23.26400.52%0.00%
RMTRoyce Micro-Cap Closed-End Fund - Equity10.44901.66%11.90%
OPBOpus Bank Banks3.5860-0.83%0.00%
CMTGClaros Mortgage REIT - Mortgage3.9546-6.82%-30.53%
GOODOGladstone Commercial REIT - 20.5460-0.44%4.10%
RMRRMR  Real Estate Services17.01800.47%-9.09%
HMSTHomeStreet  S&L13.87601.84%24.62%
DIAXNuveen Dow Closed-End Fund - Equity14.45200.07%0.81%
BHBBar Harbor Banks - Regional32.66702.83%10.62%
LBAILakeland Bancorp Regional Banks32.621001.18%0.00%
BGYBlackRock Enhanced Closed-End Fund - Foreign5.78400.17%14.40%
VTAInvesco Dynamic Closed-End Fund - Debt11.45200.00%0.00%
CIONCION Invt Asset Mgmt10.12480.09%-0.39%
RESIFront Yard REIT72.421005.63%0.00%
BHKBlackRock Core Closed-End Fund - Debt9.8460-0.71%-0.78%
IVRInvesco Mortgage REIT - Mortgage7.430-2.24%-0.28%
PFISPeoples  Banks - Regional52.98502.46%10.12%
NWLINational Western Life Insurance5.52301.47%0.00%
GUTGabelli Utility Closed-End Fund - Equity6.05702.20%26.16%
VGMInvesco Trust Closed-End Fund - Debt10.07900.20%3.69%
UNTYUnity Bancorp Banks - Regional53.73903.42%28.43%
BPFHBoston Private Regional Banks35.001001.04%0.00%
GOODMGladstone Commercial REIT - 25.01200.00%0.00%
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 Allegiance Bancshares, Inc.ABTX Allegiance Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 544.865 Millions
Recent Price: 7.06    
Smart Investing & Trading Score: 30
Day Percent Change: 2.31884%    
Day Change: -9999
Week Change: -83.0411%    
Year-to-date Change: 0.0%
ABTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ABTX to Watchlist:       View:      Get Complete ABTX Trend Analysis ➞

Stock Chart of Gladstone Investment CorporationGAIN Gladstone Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 543.1 Millions
Recent Price: 14.01    
Smart Investing & Trading Score: 0
Day Percent Change: 0.214592%    
Day Change: 0.04
Week Change: -1.47679%    
Year-to-date Change: 14.2%
GAIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GAIN to Watchlist:       View:      Get Complete GAIN Trend Analysis ➞

Stock Chart of First Defiance Financial Corp.FDEF First Defiance Financial Corp.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 542.73 Millions
Recent Price: 23.26    
Smart Investing & Trading Score: 40
Day Percent Change: 0.518583%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
FDEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FDEF to Watchlist:       View:      Get Complete FDEF Trend Analysis ➞

Stock Chart of Royce Micro-Cap Trust IncRMT Royce Micro-Cap Trust Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 541.18 Millions
Recent Price: 10.44    
Smart Investing & Trading Score: 90
Day Percent Change: 1.65531%    
Day Change: 0.06
Week Change: 1.75439%    
Year-to-date Change: 11.9%
RMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMT to Watchlist:       View:      Get Complete RMT Trend Analysis ➞

Stock Chart of Opus BankOPB Opus Bank
Sector: Financials
SubSector: Money Center Banks
MarketCap: 539.099 Millions
Recent Price: 3.58    
Smart Investing & Trading Score: 60
Day Percent Change: -0.831025%    
Day Change: -9999
Week Change: 38.2239%    
Year-to-date Change: 0.0%
OPB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPB to Watchlist:       View:      Get Complete OPB Trend Analysis ➞

Stock Chart of Claros Mortgage Trust IncCMTG Claros Mortgage Trust Inc
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 538.31 Millions
Recent Price: 3.95    
Smart Investing & Trading Score: 46
Day Percent Change: -6.82%    
Day Change: -0.23
Week Change: -9.51%    
Year-to-date Change: -30.5%
CMTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMTG to Watchlist:       View:      Get Complete CMTG Trend Analysis ➞

Stock Chart of Gladstone Commercial CorporationGOODO Gladstone Commercial Corporation
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 538 Millions
Recent Price: 20.54    
Smart Investing & Trading Score: 60
Day Percent Change: -0.436258%    
Day Change: 0.12
Week Change: 0.194633%    
Year-to-date Change: 4.1%
GOODO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOODO to Watchlist:       View:      Get Complete GOODO Trend Analysis ➞

Stock Chart of RMR Group IncRMR RMR Group Inc
Sector: Financials
SubSector: Real Estate Services
MarketCap: 536.37 Millions
Recent Price: 17.01    
Smart Investing & Trading Score: 80
Day Percent Change: 0.472534%    
Day Change: -0.2
Week Change: 1.79533%    
Year-to-date Change: -9.1%
RMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMR to Watchlist:       View:      Get Complete RMR Trend Analysis ➞

Stock Chart of HomeStreet, Inc.HMST HomeStreet, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 535.33 Millions
Recent Price: 13.87    
Smart Investing & Trading Score: 60
Day Percent Change: 1.83554%    
Day Change: 0.01
Week Change: 0.799419%    
Year-to-date Change: 24.6%
HMST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HMST to Watchlist:       View:      Get Complete HMST Trend Analysis ➞

Stock Chart of Nuveen Dow 30SM Dynamic Overwrite FundDIAX Nuveen Dow 30SM Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 535.32 Millions
Recent Price: 14.45    
Smart Investing & Trading Score: 20
Day Percent Change: 0.0692521%    
Day Change: -0.07
Week Change: -1.63376%    
Year-to-date Change: 0.8%
DIAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DIAX to Watchlist:       View:      Get Complete DIAX Trend Analysis ➞

Stock Chart of Bar Harbor Bankshares IncBHB Bar Harbor Bankshares Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 535.19 Millions
Recent Price: 32.66    
Smart Investing & Trading Score: 70
Day Percent Change: 2.83375%    
Day Change: -0.15
Week Change: 2.7044%    
Year-to-date Change: 10.6%
BHB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHB to Watchlist:       View:      Get Complete BHB Trend Analysis ➞

Stock Chart of Lakeland Bancorp, Inc.LBAI Lakeland Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 534.599 Millions
Recent Price: 32.62    
Smart Investing & Trading Score: 100
Day Percent Change: 1.17866%    
Day Change: -9999
Week Change: 147.684%    
Year-to-date Change: 0.0%
LBAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LBAI to Watchlist:       View:      Get Complete LBAI Trend Analysis ➞

Stock Chart of BlackRock Enhanced International Dividend TrustBGY BlackRock Enhanced International Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 534.39 Millions
Recent Price: 5.78    
Smart Investing & Trading Score: 40
Day Percent Change: 0.17331%    
Day Change: -0.03
Week Change: -0.516351%    
Year-to-date Change: 14.4%
BGY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGY to Watchlist:       View:      Get Complete BGY Trend Analysis ➞

Stock Chart of Invesco Dynamic Credit Opportunities FundVTA Invesco Dynamic Credit Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 534.207 Millions
Recent Price: 11.45    
Smart Investing & Trading Score: 20
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
VTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTA to Watchlist:       View:      Get Complete VTA Trend Analysis ➞

Stock Chart of CION Invt CorpCION CION Invt Corp
Sector: Financials
SubSector: Asset Management
MarketCap: 533.89 Millions
Recent Price: 10.12    
Smart Investing & Trading Score: 48
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: -0.47%    
Year-to-date Change: -0.4%
CION Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CION to Watchlist:       View:      Get Complete CION Trend Analysis ➞

Stock Chart of Front Yard Residential CorporationRESI Front Yard Residential Corporation
Sector: Financials
SubSector: REIT - Residential
MarketCap: 531.761 Millions
Recent Price: 72.42    
Smart Investing & Trading Score: 100
Day Percent Change: 5.63011%    
Day Change: -9999
Week Change: 24.433%    
Year-to-date Change: 0.0%
RESI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RESI to Watchlist:       View:      Get Complete RESI Trend Analysis ➞

Stock Chart of BlackRock Core Bond TrustBHK BlackRock Core Bond Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 530.31 Millions
Recent Price: 9.84    
Smart Investing & Trading Score: 60
Day Percent Change: -0.706357%    
Day Change: -0.01
Week Change: -0.20284%    
Year-to-date Change: -0.8%
BHK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHK to Watchlist:       View:      Get Complete BHK Trend Analysis ➞

Stock Chart of Invesco Mortgage Capital IncIVR Invesco Mortgage Capital Inc
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 529.13 Millions
Recent Price: 7.43    
Smart Investing & Trading Score: 0
Day Percent Change: -2.23684%    
Day Change: -0.09
Week Change: -4.3758%    
Year-to-date Change: -0.3%
IVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IVR to Watchlist:       View:      Get Complete IVR Trend Analysis ➞

Stock Chart of Peoples Financial Services CorpPFIS Peoples Financial Services Corp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 529.12 Millions
Recent Price: 52.98    
Smart Investing & Trading Score: 50
Day Percent Change: 2.456%    
Day Change: -0.33
Week Change: 1.10687%    
Year-to-date Change: 10.1%
PFIS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFIS to Watchlist:       View:      Get Complete PFIS Trend Analysis ➞

Stock Chart of National Western Life Group, Inc.NWLI National Western Life Group, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 529 Millions
Recent Price: 5.52    
Smart Investing & Trading Score: 30
Day Percent Change: 1.47059%    
Day Change: -9999
Week Change: -98.8951%    
Year-to-date Change: 0.0%
NWLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWLI to Watchlist:       View:      Get Complete NWLI Trend Analysis ➞

Stock Chart of Gabelli Utility TrustGUT Gabelli Utility Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 527.62 Millions
Recent Price: 6.05    
Smart Investing & Trading Score: 70
Day Percent Change: 2.19595%    
Day Change: 0.03
Week Change: 1.34003%    
Year-to-date Change: 26.2%
GUT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GUT to Watchlist:       View:      Get Complete GUT Trend Analysis ➞

Stock Chart of Invesco Trust for Investment Grade MunicipalsVGM Invesco Trust for Investment Grade Municipals
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 526.59 Millions
Recent Price: 10.07    
Smart Investing & Trading Score: 90
Day Percent Change: 0.199005%    
Day Change: -0.02
Week Change: 0.800801%    
Year-to-date Change: 3.7%
VGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VGM to Watchlist:       View:      Get Complete VGM Trend Analysis ➞

Stock Chart of Unity Bancorp, IncUNTY Unity Bancorp, Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 524.13 Millions
Recent Price: 53.73    
Smart Investing & Trading Score: 90
Day Percent Change: 3.41675%    
Day Change: -0.08
Week Change: 2.25542%    
Year-to-date Change: 28.4%
UNTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNTY to Watchlist:       View:      Get Complete UNTY Trend Analysis ➞

Stock Chart of Boston Private Financial Holdings, Inc.BPFH Boston Private Financial Holdings, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 522.099 Millions
Recent Price: 35.00    
Smart Investing & Trading Score: 100
Day Percent Change: 1.03926%    
Day Change: -9999
Week Change: 137.288%    
Year-to-date Change: 0.0%
BPFH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BPFH to Watchlist:       View:      Get Complete BPFH Trend Analysis ➞

Stock Chart of Gladstone Commercial CorporationGOODM Gladstone Commercial Corporation
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 520.353 Millions
Recent Price: 25.01    
Smart Investing & Trading Score: 20
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
GOODM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOODM to Watchlist:       View:      Get Complete GOODM Trend Analysis ➞

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