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Best Financial Stocks

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: 5.87 %
 Weekly Performance: 1.01 %
 Daily Performance: 0.48 %
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%
PEBKPeoples Bancorp Regional Banks31.2180-0.37%-3.16%
PHDPioneer Floating Closed-End Fund - Debt9.94500.71%8.89%
VBFInvesco Bond Closed-End Fund - Debt15.4160-0.13%2.97%
LCNBLCNB  Regional Banks16.02100-0.33%3.55%
IGIWestern Asset Asset Mgmt16.6490-0.06%4.35%
CHNChina Fund Closed-End Fund - Foreign16.71600.30%38.89%
ASAASA Gold Asset Mgmt36.941002.19%73.13%
CBNKCapital Bancorp S&L34.39900.12%15.89%
GLADGladstone Capital Closed-End Fund - Debt26.27100.08%-2.48%
BSLBlackstone/GSO Senior Closed-End Fund - Debt14.2250-0.20%3.29%
SMBKSmart  Regional Banks37.0690-0.26%13.97%
ECCEagle Point Closed-End Fund - Debt7.21701.93%-10.76%
JOFJapan Smaller Closed-End Fund - Foreign10.42100-0.86%35.92%
WHGWestwood  Asset Mgmt17.96600.17%25.12%
SIFISI  S&L44.34100-0.23%5.26%
ESSAESSA Bancorp S&L590.0060-0.85%NA
EMFTempleton Emerging Closed-End Fund - Foreign15.4140-0.39%28.03%
AHTAshford Hospitality REIT6.1220-1.64%-16.41%
FCAPFirst Capital S&L40.9060-0.03%13.16%
PFLTPennantPark Floating Asset Mgmt10.1550-0.39%-0.77%
OPPRiverNorth/DoubleLine Strategic Asset Mgmt8.6390-0.35%11.06%
PVBCProvident Bancorp Banks12.9190-0.16%10.44%
XYFX  Credit Services14.984015.73%80.17%
PHTPioneer High Closed-End Fund - Debt8.33600.48%12.65%
STRSStratus Properties Real Estatet19.2190-1.74%-13.15%
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 5.87% and is currently underperforming the overall market by -1.36% 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: 5.87%
**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  54.111000.481.015.87%
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 Peoples Bancorp of North Carolina, Inc.PEBK Peoples Bancorp of North Carolina, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 180.759 Millions
Recent Price: 31.21    
Smart Investing & Trading Score: 80
Day Percent Change: -0.37%    
Day Change: -0.11
Week Change: -2.02%    
Year-to-date Change: -3.2%
PEBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEBK to Watchlist:       View:      Get Complete PEBK Trend Analysis ➞

Stock Chart of Pioneer Floating Rate TrustPHD Pioneer Floating Rate Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 178.307 Millions
Recent Price: 9.94    
Smart Investing & Trading Score: 50
Day Percent Change: 0.71%    
Day Change: 0.07
Week Change: 0.6%    
Year-to-date Change: 8.9%
PHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHD to Watchlist:       View:      Get Complete PHD Trend Analysis ➞

Stock Chart of Invesco Bond FundVBF Invesco Bond Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 177.307 Millions
Recent Price: 15.41    
Smart Investing & Trading Score: 60
Day Percent Change: -0.13%    
Day Change: -0.02
Week Change: -0.71%    
Year-to-date Change: 3.0%
VBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VBF to Watchlist:       View:      Get Complete VBF Trend Analysis ➞

Stock Chart of LCNB Corp.LCNB LCNB Corp.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 176.759 Millions
Recent Price: 16.02    
Smart Investing & Trading Score: 100
Day Percent Change: -0.33%    
Day Change: -0.05
Week Change: -0.59%    
Year-to-date Change: 3.6%
LCNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LCNB to Watchlist:       View:      Get Complete LCNB Trend Analysis ➞

Stock Chart of Western Asset Investment Grade Defined Opportunity Trust Inc.IGI Western Asset Investment Grade Defined Opportunity Trust Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 176.503 Millions
Recent Price: 16.64    
Smart Investing & Trading Score: 90
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: -0.12%    
Year-to-date Change: 4.4%
IGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGI to Watchlist:       View:      Get Complete IGI Trend Analysis ➞

Stock Chart of The China Fund, Inc.CHN The China Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 176.047 Millions
Recent Price: 16.71    
Smart Investing & Trading Score: 60
Day Percent Change: 0.3%    
Day Change: 0.05
Week Change: 1.97%    
Year-to-date Change: 38.9%
CHN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHN to Watchlist:       View:      Get Complete CHN Trend Analysis ➞

Stock Chart of ASA Gold and Precious Metals LimitedASA ASA Gold and Precious Metals Limited
Sector: Financials
SubSector: Asset Management
MarketCap: 175.503 Millions
Recent Price: 36.94    
Smart Investing & Trading Score: 100
Day Percent Change: 2.19%    
Day Change: 0.75
Week Change: 3.49%    
Year-to-date Change: 73.1%
ASA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASA to Watchlist:       View:      Get Complete ASA Trend Analysis ➞

Stock Chart of Capital Bancorp, Inc.CBNK Capital Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 174.93 Millions
Recent Price: 34.39    
Smart Investing & Trading Score: 90
Day Percent Change: 0.12%    
Day Change: 0.04
Week Change: -0.91%    
Year-to-date Change: 15.9%
CBNK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBNK to Watchlist:       View:      Get Complete CBNK Trend Analysis ➞

Stock Chart of Gladstone Capital CorporationGLAD Gladstone Capital Corporation
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 174.807 Millions
Recent Price: 26.27    
Smart Investing & Trading Score: 10
Day Percent Change: 0.08%    
Day Change: 0.02
Week Change: -2.42%    
Year-to-date Change: -2.5%
GLAD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLAD to Watchlist:       View:      Get Complete GLAD Trend Analysis ➞

Stock Chart of Blackstone/GSO Senior Floating Rate Term FundBSL Blackstone/GSO Senior Floating Rate Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 174.807 Millions
Recent Price: 14.22    
Smart Investing & Trading Score: 50
Day Percent Change: -0.2%    
Day Change: -0.03
Week Change: 0.29%    
Year-to-date Change: 3.3%
BSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSL to Watchlist:       View:      Get Complete BSL Trend Analysis ➞

Stock Chart of SmartFinancial, Inc.SMBK SmartFinancial, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 174.035 Millions
Recent Price: 37.06    
Smart Investing & Trading Score: 90
Day Percent Change: -0.26%    
Day Change: -0.09
Week Change: -1.41%    
Year-to-date Change: 14.0%
SMBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMBK to Watchlist:       View:      Get Complete SMBK Trend Analysis ➞

Stock Chart of Eagle Point Credit Company Inc.ECC Eagle Point Credit Company Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 173.207 Millions
Recent Price: 7.21    
Smart Investing & Trading Score: 70
Day Percent Change: 1.93%    
Day Change: 0.13
Week Change: 3.3%    
Year-to-date Change: -10.8%
ECC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECC to Watchlist:       View:      Get Complete ECC Trend Analysis ➞

Stock Chart of Japan Smaller Capitalization Fund, Inc.JOF Japan Smaller Capitalization Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 172.247 Millions
Recent Price: 10.42    
Smart Investing & Trading Score: 100
Day Percent Change: -0.86%    
Day Change: -0.09
Week Change: -0.29%    
Year-to-date Change: 35.9%
JOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JOF to Watchlist:       View:      Get Complete JOF Trend Analysis ➞

Stock Chart of Westwood Holdings Group, Inc.WHG Westwood Holdings Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 172.103 Millions
Recent Price: 17.96    
Smart Investing & Trading Score: 60
Day Percent Change: 0.17%    
Day Change: 0.03
Week Change: 0.74%    
Year-to-date Change: 25.1%
WHG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WHG to Watchlist:       View:      Get Complete WHG Trend Analysis ➞

Stock Chart of SI Financial Group, Inc.SIFI SI Financial Group, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 171.5 Millions
Recent Price: 44.34    
Smart Investing & Trading Score: 100
Day Percent Change: -0.23%    
Day Change: -0.1
Week Change: -0.25%    
Year-to-date Change: 5.3%
SIFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIFI to Watchlist:       View:      Get Complete SIFI Trend Analysis ➞

Stock Chart of ESSA Bancorp, Inc.ESSA ESSA Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 171.33 Millions
Recent Price: 590.00    
Smart Investing & Trading Score: 60
Day Percent Change: -0.85%    
Day Change: -5
Week Change: 0%    
Year-to-date Change: 2,923.5%
ESSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESSA to Watchlist:       View:      Get Complete ESSA Trend Analysis ➞

Stock Chart of Templeton Emerging Markets FundEMF Templeton Emerging Markets Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 171.047 Millions
Recent Price: 15.41    
Smart Investing & Trading Score: 40
Day Percent Change: -0.39%    
Day Change: -0.06
Week Change: -0.26%    
Year-to-date Change: 28.0%
EMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMF to Watchlist:       View:      Get Complete EMF Trend Analysis ➞

Stock Chart of Ashford Hospitality Trust, Inc.AHT Ashford Hospitality Trust, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 171.034 Millions
Recent Price: 6.12    
Smart Investing & Trading Score: 20
Day Percent Change: -1.64%    
Day Change: -0.1
Week Change: -2.75%    
Year-to-date Change: -16.4%
AHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AHT to Watchlist:       View:      Get Complete AHT Trend Analysis ➞

Stock Chart of First Capital, Inc.FCAP First Capital, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 171.03 Millions
Recent Price: 40.90    
Smart Investing & Trading Score: 60
Day Percent Change: -0.03%    
Day Change: -0.01
Week Change: -3.72%    
Year-to-date Change: 13.2%
FCAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCAP to Watchlist:       View:      Get Complete FCAP Trend Analysis ➞

Stock Chart of PennantPark Floating Rate Capital Ltd.PFLT PennantPark Floating Rate Capital Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 170.903 Millions
Recent Price: 10.15    
Smart Investing & Trading Score: 50
Day Percent Change: -0.39%    
Day Change: -0.04
Week Change: -3.06%    
Year-to-date Change: -0.8%
PFLT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFLT to Watchlist:       View:      Get Complete PFLT Trend Analysis ➞

Stock Chart of RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 170.503 Millions
Recent Price: 8.63    
Smart Investing & Trading Score: 90
Day Percent Change: -0.35%    
Day Change: -0.03
Week Change: -1.38%    
Year-to-date Change: 11.1%
OPP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPP to Watchlist:       View:      Get Complete OPP Trend Analysis ➞

Stock Chart of Provident Bancorp, Inc.PVBC Provident Bancorp, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 168.599 Millions
Recent Price: 12.91    
Smart Investing & Trading Score: 90
Day Percent Change: -0.16%    
Day Change: -0.02
Week Change: -0.32%    
Year-to-date Change: 10.4%
PVBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PVBC to Watchlist:       View:      Get Complete PVBC Trend Analysis ➞

Stock Chart of X FinancialXYF X Financial
Sector: Financials
SubSector: Credit Services
MarketCap: 168.008 Millions
Recent Price: 14.98    
Smart Investing & Trading Score: 40
Day Percent Change: 15.73%    
Day Change: 2.01
Week Change: 5.72%    
Year-to-date Change: 80.2%
XYF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XYF to Watchlist:       View:      Get Complete XYF Trend Analysis ➞

Stock Chart of Pioneer High Income TrustPHT Pioneer High Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 168.007 Millions
Recent Price: 8.33    
Smart Investing & Trading Score: 60
Day Percent Change: 0.48%    
Day Change: 0.04
Week Change: 0.36%    
Year-to-date Change: 12.7%
PHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHT to Watchlist:       View:      Get Complete PHT Trend Analysis ➞

Stock Chart of Stratus Properties Inc.STRS Stratus Properties Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 167.819 Millions
Recent Price: 19.21    
Smart Investing & Trading Score: 90
Day Percent Change: -1.74%    
Day Change: -0.32
Week Change: 8.94%    
Year-to-date Change: -13.2%
STRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STRS to Watchlist:       View:      Get Complete STRS Trend Analysis ➞

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