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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
April 20, 2024 - 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 63 (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 56 and hence an improvement of trend.

 Year To Date Performance: 7.39 %
 Weekly Performance: 0.8 %
 Daily Performance: 1.38 %
12Stocks.com
Financial Sector Trend
63 / 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%
FFAFirst Trust Closed-End Fund - Equity17.8918-0.67%-2.08%
PDLBPDL Community REIT - Retail8.35324.38%-14.45%
TSITCW Strategic Closed-End Fund - Debt4.6125-0.22%0.44%
CTOConsolidated-Tomoka Land Real Estatet16.98761.56%-2.02%
BWGLegg Mason Closed-End Fund - Debt7.99170.38%-4.37%
DMBBNY  Asset Mgmt9.99180.10%-3.10%
GLOClough Global Asset Mgmt4.8636-0.61%3.40%
AOMRAngel Oak REIT - Mortgage11.36951.29%7.02%
NWFLNorwood  Regional Banks24.29253.14%-26.19%
VISTVista Oil Asset Mgmt41.93561.50%42.09%
CFFSCF Acquisition SPAC10.90200.55%0.51%
FOFCohen & Steers Closed-End Opportunity Fund Closed-End Fund - Equity11.13300.27%-0.63%
ETXEaton Vance Asset Mgmt17.97680.34%3.63%
USCBUSCB  Banks - Regional10.5925-0.38%-13.76%
MITTAG Mortgage Mortgage5.56321.09%-12.44%
DOUGDouglas Elliman Financials Services1.240-1.20%-57.85%
BCBPBCB Bancorp Regional Banks9.97524.73%-22.41%
ATLOAmes National Regional Banks19.15350.47%-10.26%
RMTRoyce Micro-Cap Closed-End Fund - Equity8.64100.23%-6.49%
STHOStar  Financials Services11.75680.64%-21.64%
GDOWestern Asset Asset Mgmt12.00250.42%-6.03%
BGTBlackRock Floating Closed-End Fund - Debt12.81560.23%3.47%
MHDBlackRock Muni Closed-End Fund - Debt11.51250.17%-3.36%
SFSTSouthern First Banks29.00426.38%-21.83%
PIMPutnam Master Closed-End Fund - Debt3.10250.00%-2.82%
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 7.39% and is currently outperforming the overall market by 4.01% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 63
YTD Performance: 7.39%
**Trend Scores & Views Are Only For Educational Purposes And Not For Investing


12Stocks.com: Top Performing Financial Sector Stocks
Hot Financial Stocks of 2024 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
Root [394%] Hippo [120%] Gladstone Capital[97%]
Banco Macro[74%] Grupo Financiero[65%] Banco BBVA[58%]
Yiren Digital[55%] First [51%] Fidelis Insurance[51%]
EverQuote [50%] Heritage Insurance[47%] Mercury General[44%]
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
Macatawa Bank[47.3%] Metropolitan Bank[13.3%] Globe Life[13%]
Medical Properties[10.8%] Victory Capital[10.6%] James River[10.4%]
Chemung [10.1%] Southern First[9.2%] Summit [8.3%]
BancFirst [7.9%] Bancorp [7.8%] Greene County[7.6%]
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
Office Properties[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-58%] Fathom [-57%] FRP [-52%]
AlTi Global[-49%] eHealth [-49%] Hywin [-48%]
Fanhua [-47%] Upstart [-46%] C&F [-46%]
.
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
Old Second[100] Tejon Ranch[100] United Fire[100]
Victory Capital[100] Wells Fargo[100] ASA Gold[100]
Stellus Capital[100] Fidus [100] WhiteHorse Finance[100]
Goldman Sachs[100] TCG BDC[100] Virtu [95]
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  40.38631.380.87.39%
IAIBroker-Dealers & Secs 111.03630.470.182.3%
IYFFinancials  91.30481.400.836.9%
IYGFinancial Services  63.42481.200.336.17%
KRERegional Banking  47.32272.621.72-9.75%
IXGGlobal Financials  82.86480.640.245.45%
VFHFinancials  97.75481.400.595.95%
KBEBank  44.41372.331.42-3.5%
FASFinancial Bull 3X 97.93634.031.7818.49%
FAZFinancial Bear 3X 11.2032-3.95-1.84-18.07%
UYGFinancials  62.44632.781.5813.12%
IATRegional Banks  40.74272.520.74-2.63%
KIEInsurance  49.08581.661.578.54%
PSCFSmallCap Financials  45.47151.590.13-7.54%
EUFNEurope Financials  21.98410.500.414.87%
PGFFinancial Preferred  14.53170.55-1.02-0.34%
 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 First Trust Enhanced Equity Income FundFFA First Trust Enhanced Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 206.247 Millions
Recent Price: 17.89    
Smart Investing & Trading Score: 18
Day Percent Change: -0.67%    
Day Change: -0.12
Week Change: -2.13%    
Year-to-date Change: -2.1%
FFA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFA to Watchlist:       View:      Get Complete FFA Trend Analysis ➞

Stock Chart of PDL Community BancorpPDLB PDL Community Bancorp
Sector: Financials
SubSector: REIT - Retail
MarketCap: 206.114 Millions
Recent Price: 8.35    
Smart Investing & Trading Score: 32
Day Percent Change: 4.38%    
Day Change: 0.35
Week Change: 3.09%    
Year-to-date Change: -14.5%
PDLB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDLB to Watchlist:       View:      Get Complete PDLB Trend Analysis ➞

Stock Chart of TCW Strategic Income Fund, Inc.TSI TCW Strategic Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 205.507 Millions
Recent Price: 4.61    
Smart Investing & Trading Score: 25
Day Percent Change: -0.22%    
Day Change: -0.01
Week Change: -0.86%    
Year-to-date Change: 0.4%
TSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSI to Watchlist:       View:      Get Complete TSI Trend Analysis ➞

Stock Chart of Consolidated-Tomoka Land Co.CTO Consolidated-Tomoka Land Co.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 205.119 Millions
Recent Price: 16.98    
Smart Investing & Trading Score: 76
Day Percent Change: 1.56%    
Day Change: 0.26
Week Change: 0.41%    
Year-to-date Change: -2.0%
CTO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTO to Watchlist:       View:      Get Complete CTO Trend Analysis ➞

Stock Chart of Legg Mason BW Global Income Opportunities Fund Inc.BWG Legg Mason BW Global Income Opportunities Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 204.607 Millions
Recent Price: 7.99    
Smart Investing & Trading Score: 17
Day Percent Change: 0.38%    
Day Change: 0.03
Week Change: -1.85%    
Year-to-date Change: -4.4%
BWG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWG to Watchlist:       View:      Get Complete BWG Trend Analysis ➞

Stock Chart of BNY Mellon Municipal Bond Infrastructure Fund, Inc.DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 202.503 Millions
Recent Price: 9.99    
Smart Investing & Trading Score: 18
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: -1.38%    
Year-to-date Change: -3.1%
DMB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMB to Watchlist:       View:      Get Complete DMB Trend Analysis ➞

Stock Chart of Clough Global Opportunities FundGLO Clough Global Opportunities Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 202.303 Millions
Recent Price: 4.86    
Smart Investing & Trading Score: 36
Day Percent Change: -0.61%    
Day Change: -0.03
Week Change: -2.99%    
Year-to-date Change: 3.4%
GLO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLO to Watchlist:       View:      Get Complete GLO Trend Analysis ➞

Stock Chart of Angel Oak Mortgage REIT, Inc.AOMR Angel Oak Mortgage REIT, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 202 Millions
Recent Price: 11.36    
Smart Investing & Trading Score: 95
Day Percent Change: 1.29%    
Day Change: 0.14
Week Change: 3.04%    
Year-to-date Change: 7.0%
AOMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AOMR to Watchlist:       View:      Get Complete AOMR Trend Analysis ➞

Stock Chart of Norwood Financial Corp.NWFL Norwood Financial Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 201.899 Millions
Recent Price: 24.29    
Smart Investing & Trading Score: 25
Day Percent Change: 3.14%    
Day Change: 0.74
Week Change: 0.25%    
Year-to-date Change: -26.2%
NWFL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWFL to Watchlist:       View:      Get Complete NWFL Trend Analysis ➞

Stock Chart of Vista Oil & Gas, S.A.B. de C.V.VIST Vista Oil & Gas, S.A.B. de C.V.
Sector: Financials
SubSector: Asset Management
MarketCap: 201.603 Millions
Recent Price: 41.93    
Smart Investing & Trading Score: 56
Day Percent Change: 1.50%    
Day Change: 0.62
Week Change: -3.03%    
Year-to-date Change: 42.1%
VIST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VIST to Watchlist:       View:      Get Complete VIST Trend Analysis ➞

Stock Chart of CF Acquisition Corp. VIICFFS CF Acquisition Corp. VII
Sector: Financials
SubSector: SPAC
MarketCap: 201 Millions
Recent Price: 10.90    
Smart Investing & Trading Score: 20
Day Percent Change: 0.55%    
Day Change: 0.06
Week Change: -0.18%    
Year-to-date Change: 0.5%
CFFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFFS to Watchlist:       View:      Get Complete CFFS Trend Analysis ➞

Stock Chart of Cohen & Steers Closed-End Opportunity Fund, Inc.FOF Cohen & Steers Closed-End Opportunity Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 199.747 Millions
Recent Price: 11.13    
Smart Investing & Trading Score: 30
Day Percent Change: 0.27%    
Day Change: 0.03
Week Change: -0.27%    
Year-to-date Change: -0.6%
FOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FOF to Watchlist:       View:      Get Complete FOF Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Income 2028 Term TrustETX Eaton Vance Municipal Income 2028 Term Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 199.103 Millions
Recent Price: 17.97    
Smart Investing & Trading Score: 68
Day Percent Change: 0.34%    
Day Change: 0.06
Week Change: -0.11%    
Year-to-date Change: 3.6%
ETX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETX to Watchlist:       View:      Get Complete ETX Trend Analysis ➞

Stock Chart of USCB Financial Holdings, Inc.USCB USCB Financial Holdings, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 198 Millions
Recent Price: 10.59    
Smart Investing & Trading Score: 25
Day Percent Change: -0.38%    
Day Change: -0.04
Week Change: 0.86%    
Year-to-date Change: -13.8%
USCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USCB to Watchlist:       View:      Get Complete USCB Trend Analysis ➞

Stock Chart of AG Mortgage Investment Trust, Inc.MITT AG Mortgage Investment Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 197.839 Millions
Recent Price: 5.56    
Smart Investing & Trading Score: 32
Day Percent Change: 1.09%    
Day Change: 0.06
Week Change: -1.42%    
Year-to-date Change: -12.4%
MITT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MITT to Watchlist:       View:      Get Complete MITT Trend Analysis ➞

Stock Chart of Douglas Elliman Inc.DOUG Douglas Elliman Inc.
Sector: Financials
SubSector: Financials Services
MarketCap: 197 Millions
Recent Price: 1.24    
Smart Investing & Trading Score: 0
Day Percent Change: -1.20%    
Day Change: -0.01
Week Change: -12.41%    
Year-to-date Change: -57.9%
DOUG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DOUG to Watchlist:       View:      Get Complete DOUG Trend Analysis ➞

Stock Chart of BCB Bancorp, Inc.BCBP BCB Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 196.799 Millions
Recent Price: 9.97    
Smart Investing & Trading Score: 52
Day Percent Change: 4.73%    
Day Change: 0.45
Week Change: 1.94%    
Year-to-date Change: -22.4%
BCBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCBP to Watchlist:       View:      Get Complete BCBP Trend Analysis ➞

Stock Chart of Ames National CorporationATLO Ames National Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 195.999 Millions
Recent Price: 19.15    
Smart Investing & Trading Score: 35
Day Percent Change: 0.47%    
Day Change: 0.09
Week Change: -0.78%    
Year-to-date Change: -10.3%
ATLO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ATLO to Watchlist:       View:      Get Complete ATLO Trend Analysis ➞

Stock Chart of Royce Micro-Cap Trust, Inc.RMT Royce Micro-Cap Trust, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 195.647 Millions
Recent Price: 8.64    
Smart Investing & Trading Score: 10
Day Percent Change: 0.23%    
Day Change: 0.02
Week Change: -3.03%    
Year-to-date Change: -6.5%
RMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMT to Watchlist:       View:      Get Complete RMT Trend Analysis ➞

Stock Chart of Star HoldingsSTHO Star Holdings
Sector: Financials
SubSector: Financials Services
MarketCap: 195 Millions
Recent Price: 11.75    
Smart Investing & Trading Score: 68
Day Percent Change: 0.64%    
Day Change: 0.07
Week Change: -3.37%    
Year-to-date Change: -21.6%
STHO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STHO to Watchlist:       View:      Get Complete STHO Trend Analysis ➞

Stock Chart of Western Asset Global Corporate Defined Opportunity Fund Inc.GDO Western Asset Global Corporate Defined Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 194.203 Millions
Recent Price: 12.00    
Smart Investing & Trading Score: 25
Day Percent Change: 0.42%    
Day Change: 0.05
Week Change: -0.83%    
Year-to-date Change: -6.0%
GDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDO to Watchlist:       View:      Get Complete GDO Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income TrustBGT BlackRock Floating Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 192.607 Millions
Recent Price: 12.81    
Smart Investing & Trading Score: 56
Day Percent Change: 0.23%    
Day Change: 0.03
Week Change: -0.08%    
Year-to-date Change: 3.5%
BGT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGT to Watchlist:       View:      Get Complete BGT Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings Fund, Inc.MHD BlackRock MuniHoldings Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 190.907 Millions
Recent Price: 11.51    
Smart Investing & Trading Score: 25
Day Percent Change: 0.17%    
Day Change: 0.02
Week Change: -0.69%    
Year-to-date Change: -3.4%
MHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHD to Watchlist:       View:      Get Complete MHD Trend Analysis ➞

Stock Chart of Southern First Bancshares, Inc.SFST Southern First Bancshares, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 189.099 Millions
Recent Price: 29.00    
Smart Investing & Trading Score: 42
Day Percent Change: 6.38%    
Day Change: 1.74
Week Change: 9.19%    
Year-to-date Change: -21.8%
SFST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SFST to Watchlist:       View:      Get Complete SFST Trend Analysis ➞

Stock Chart of Putnam Master Intermediate Income TrustPIM Putnam Master Intermediate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 188.507 Millions
Recent Price: 3.10    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.27%    
Year-to-date Change: -2.8%
PIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PIM to Watchlist:       View:      Get Complete PIM Trend Analysis ➞

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