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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 26, 2024 - Although long term trend for Financial sector looks good, the mid term and short term trends are faltering.

The overall Smart Investing & Trading Score is 56 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 68 and hence a deterioration of trend.

 Year To Date Performance: 8.72 %
 Weekly Performance: 1.24 %
 Daily Performance: -0.58 %
12Stocks.com
Financial Sector Trend
56 / 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%
FEIFirst Trust Closed-End Fund - Equity9.7775-0.20%14.00%
MPBMid Penn Regional Banks20.98742.74%-13.59%
ENXEaton Vance Asset Mgmt9.4518-0.84%-2.07%
SSBKSouthern States Banks - Regional24.18340.75%-17.87%
MLPMaui Land Real Estatet19.65581.60%23.66%
PZCPIMCO California Closed-End Fund - Debt7.0132-0.85%-4.88%
MSBMesabi Trust  Investments17.2627-0.06%-15.68%
TIPTTiptree  Life Insurance15.8735-2.82%-16.30%
EVGEaton Vance Closed-End Fund - Debt10.3733-0.62%-0.10%
FPIFarmland Partners REIT - 10.7660-1.28%-13.78%
BRKHBurtech Acquisition SPAC11.05660.00%2.98%
PEBKPeoples Bancorp Regional Banks28.40670.89%-8.21%
FENFirst Trust Asset Mgmt16.22360.09%12.02%
PHDPioneer Floating Closed-End Fund - Debt9.5336-0.26%3.93%
VBFInvesco Bond Closed-End Fund - Debt15.1750-0.46%-0.26%
LCNBLCNB  Regional Banks15.17100-0.59%-3.80%
IGIWestern Asset Asset Mgmt16.64250.24%-5.35%
CHNChina Fund Closed-End Fund - Foreign10.15860.30%-0.10%
ASAASA Gold Asset Mgmt17.34432.24%15.14%
PUCKGoal Acquisitions SPAC10.75250.09%-0.19%
CBNKCapital Bancorp S&L19.2735-1.18%-20.37%
GLADGladstone Capital Closed-End Fund - Debt21.28830.19%98.88%
BSLBlackstone/GSO Senior Closed-End Fund - Debt14.1246-1.22%5.77%
SMBKSmart  Regional Banks20.4967-1.40%-16.33%
INSIInsight Select Asset Mgmt16.1373-0.43%1.00%
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 8.72% and is currently outperforming the overall market by 3.56% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 56
YTD Performance: 8.72%
**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 [465%] Hippo [129%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[71%] B. Riley[65%]
Banco BBVA[65%] Yiren Digital[62%] Heritage Insurance[60%]
Fidelis Insurance[56%] First [52%] EverQuote [52%]
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
B. Riley[73.5%] Oportun [34.9%] Provident Bancorp[19.9%]
Cipher Mining[15.4%] First Citizens[14.9%] Root [14.3%]
TOP [14%] Globe Life[13.2%] Deutsche Bank[12.6%]
Trustmark [11.6%] Peakstone Realty[11.4%] Barclays [10.8%]
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[-73%] New York[-70%] Texas Pacific[-62%]
Douglas Elliman[-60%] Fathom [-57%] Hywin [-54%]
FRP [-52%] eHealth [-49%] OppFi [-47%]
Fanhua [-47%] RE/MAX [-46%] AlTi Global[-45%]
.
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
B. Riley[100] Deutsche Bank[100] Central Pacific[100]
Virtu [100] Trustmark [100] Equity Residential[100]
Third Coast[100] UDR [100] AvalonBay Communities[100]
Capital Southwest[100] LTC Properties[100] Essex Property[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  40.8856-0.581.248.72%
IAIBroker-Dealers & Secs 112.1548-0.661.013.34%
IYFFinancials  92.4968-0.511.38.29%
IYGFinancial Services  64.5676-0.541.88.07%
KRERegional Banking  48.4767-1.102.43-7.55%
IXGGlobal Financials  84.4453-0.031.917.46%
VFHFinancials  99.1268-0.601.47.44%
KBEBank  45.4773-1.072.39-1.2%
FASFinancial Bull 3X 101.4361-1.723.5722.72%
FAZFinancial Bear 3X 10.79401.70-3.66-21.07%
UYGFinancials  63.9256-1.272.3715.8%
IATRegional Banks  41.8593-0.852.720.02%
KIEInsurance  49.3051-0.740.459.02%
PSCFSmallCap Financials  46.2965-1.591.8-5.88%
EUFNEurope Financials  22.3468-0.361.786.58%
PGFFinancial Preferred  14.5737-1.090.28-0.07%
 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 MLP and Energy Income FundFEI First Trust MLP and Energy Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 187.947 Millions
Recent Price: 9.77    
Smart Investing & Trading Score: 75
Day Percent Change: -0.20%    
Day Change: -0.02
Week Change: 0.93%    
Year-to-date Change: 14.0%
FEI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FEI to Watchlist:       View:      Get Complete FEI Trend Analysis ➞

Stock Chart of Mid Penn Bancorp, Inc.MPB Mid Penn Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 187.699 Millions
Recent Price: 20.98    
Smart Investing & Trading Score: 74
Day Percent Change: 2.74%    
Day Change: 0.56
Week Change: 2.34%    
Year-to-date Change: -13.6%
MPB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPB to Watchlist:       View:      Get Complete MPB Trend Analysis ➞

Stock Chart of Eaton Vance New York Municipal Bond FundENX Eaton Vance New York Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 187.303 Millions
Recent Price: 9.45    
Smart Investing & Trading Score: 18
Day Percent Change: -0.84%    
Day Change: -0.08
Week Change: -0.74%    
Year-to-date Change: -2.1%
ENX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ENX to Watchlist:       View:      Get Complete ENX Trend Analysis ➞

Stock Chart of Southern States Bancshares, Inc.SSBK Southern States Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 187 Millions
Recent Price: 24.18    
Smart Investing & Trading Score: 34
Day Percent Change: 0.75%    
Day Change: 0.18
Week Change: 0.75%    
Year-to-date Change: -17.9%
SSBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SSBK to Watchlist:       View:      Get Complete SSBK Trend Analysis ➞

Stock Chart of Maui Land & Pineapple Company, Inc.MLP Maui Land & Pineapple Company, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 186.619 Millions
Recent Price: 19.65    
Smart Investing & Trading Score: 58
Day Percent Change: 1.60%    
Day Change: 0.31
Week Change: 1.45%    
Year-to-date Change: 23.7%
MLP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MLP to Watchlist:       View:      Get Complete MLP Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income Fund IIIPZC PIMCO California Municipal Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 186.607 Millions
Recent Price: 7.01    
Smart Investing & Trading Score: 32
Day Percent Change: -0.85%    
Day Change: -0.06
Week Change: 0.29%    
Year-to-date Change: -4.9%
PZC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PZC to Watchlist:       View:      Get Complete PZC Trend Analysis ➞

Stock Chart of Mesabi TrustMSB Mesabi Trust
Sector: Financials
SubSector: Diversified Investments
MarketCap: 184.57 Millions
Recent Price: 17.26    
Smart Investing & Trading Score: 27
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: -2.98%    
Year-to-date Change: -15.7%
MSB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSB to Watchlist:       View:      Get Complete MSB Trend Analysis ➞

Stock Chart of Tiptree Inc.TIPT Tiptree Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 183.486 Millions
Recent Price: 15.87    
Smart Investing & Trading Score: 35
Day Percent Change: -2.82%    
Day Change: -0.46
Week Change: -2.85%    
Year-to-date Change: -16.3%
TIPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TIPT to Watchlist:       View:      Get Complete TIPT Trend Analysis ➞

Stock Chart of Eaton Vance Short Duration Diversified Income FundEVG Eaton Vance Short Duration Diversified Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 183.207 Millions
Recent Price: 10.37    
Smart Investing & Trading Score: 33
Day Percent Change: -0.62%    
Day Change: -0.07
Week Change: -1.14%    
Year-to-date Change: -0.1%
EVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVG to Watchlist:       View:      Get Complete EVG Trend Analysis ➞

Stock Chart of Farmland Partners Inc.FPI Farmland Partners Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 182.653 Millions
Recent Price: 10.76    
Smart Investing & Trading Score: 60
Day Percent Change: -1.28%    
Day Change: -0.14
Week Change: 0.09%    
Year-to-date Change: -13.8%
FPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FPI to Watchlist:       View:      Get Complete FPI Trend Analysis ➞

Stock Chart of Burtech Acquisition Corp.BRKH Burtech Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 182 Millions
Recent Price: 11.05    
Smart Investing & Trading Score: 66
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.65%    
Year-to-date Change: 3.0%
BRKH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRKH to Watchlist:       View:      Get Complete BRKH Trend Analysis ➞

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: 28.40    
Smart Investing & Trading Score: 67
Day Percent Change: 0.89%    
Day Change: 0.25
Week Change: 2.34%    
Year-to-date Change: -8.2%
PEBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEBK to Watchlist:       View:      Get Complete PEBK Trend Analysis ➞

Stock Chart of First Trust Energy Income and Growth FundFEN First Trust Energy Income and Growth Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 178.703 Millions
Recent Price: 16.22    
Smart Investing & Trading Score: 36
Day Percent Change: 0.09%    
Day Change: 0.02
Week Change: -1.7%    
Year-to-date Change: 12.0%
FEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FEN to Watchlist:       View:      Get Complete FEN 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: 9.53    
Smart Investing & Trading Score: 36
Day Percent Change: -0.26%    
Day Change: -0.03
Week Change: -0.63%    
Year-to-date Change: 3.9%
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: 15.17    
Smart Investing & Trading Score: 50
Day Percent Change: -0.46%    
Day Change: -0.07
Week Change: -1.04%    
Year-to-date Change: -0.3%
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: 15.17    
Smart Investing & Trading Score: 100
Day Percent Change: -0.59%    
Day Change: -0.09
Week Change: 1.34%    
Year-to-date Change: -3.8%
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: 25
Day Percent Change: 0.24%    
Day Change: 0.04
Week Change: -0.3%    
Year-to-date Change: -5.4%
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: 10.15    
Smart Investing & Trading Score: 86
Day Percent Change: 0.30%    
Day Change: 0.03
Week Change: 4.32%    
Year-to-date Change: -0.1%
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: 17.34    
Smart Investing & Trading Score: 43
Day Percent Change: 2.24%    
Day Change: 0.38
Week Change: -0.8%    
Year-to-date Change: 15.1%
ASA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASA to Watchlist:       View:      Get Complete ASA Trend Analysis ➞

Stock Chart of Goal Acquisitions Corp.PUCK Goal Acquisitions Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 175 Millions
Recent Price: 10.75    
Smart Investing & Trading Score: 25
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: -0.46%    
Year-to-date Change: -0.2%
PUCK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PUCK to Watchlist:       View:      Get Complete PUCK Trend Analysis ➞

Stock Chart of Capital Bancorp, Inc.CBNK Capital Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 174.93 Millions
Recent Price: 19.27    
Smart Investing & Trading Score: 35
Day Percent Change: -1.18%    
Day Change: -0.23
Week Change: -1.56%    
Year-to-date Change: -20.4%
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: 21.28    
Smart Investing & Trading Score: 83
Day Percent Change: 0.19%    
Day Change: 0.04
Week Change: 1.14%    
Year-to-date Change: 98.9%
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: 14.12    
Smart Investing & Trading Score: 46
Day Percent Change: -1.22%    
Day Change: -0.17
Week Change: -1.18%    
Year-to-date Change: 5.8%
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: 20.49    
Smart Investing & Trading Score: 67
Day Percent Change: -1.40%    
Day Change: -0.29
Week Change: 2.96%    
Year-to-date Change: -16.3%
SMBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMBK to Watchlist:       View:      Get Complete SMBK Trend Analysis ➞

Stock Chart of Insight Select Income FundINSI Insight Select Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 174.003 Millions
Recent Price: 16.13    
Smart Investing & Trading Score: 73
Day Percent Change: -0.43%    
Day Change: -0.07
Week Change: -0.55%    
Year-to-date Change: 1.0%
INSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INSI to Watchlist:       View:      Get Complete INSI Trend Analysis ➞

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