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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 %
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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%
HWBKHawthorn Bancshares Regional Banks18.890-0.42%-25.54%
RVSBRiverview Bancorp S&L4.45420.00%-30.47%
SCMStellus Capital Asset Mgmt13.9973-1.27%8.87%
FNWBFirst Northwest S&L10.7132-1.02%-32.81%
NRONeuberger Berman Asset Mgmt3.1135-1.27%-2.51%
EVBNEvans Bancorp Regional Banks26.03100.12%-17.44%
FRBAFirst Bank Regional Banks11.9525-0.17%-18.71%
CHMICherry Hill Mortgage3.3852-2.31%-16.34%
SCDLMP Capital Closed-End Fund - Equity14.8886-0.93%6.21%
FCCOFirst Community Regional - Southwest Banks16.41321.55%-23.78%
NMTNuveen Massachusetts Closed-End Fund - Debt10.4623-0.38%-0.48%
TEAFTortoise Essential Asset Mgmt11.3361-0.70%-3.25%
FUNDSprott Focus Closed-End Fund - Equity7.69350.13%-3.88%
NIMNuveen Select Closed-End Fund - Debt8.8523-0.35%0.34%
IGAVoya Global Closed-End Fund - Foreign8.8993-1.23%4.34%
ATLCAtlanticus  Credit Services26.10424.90%-32.51%
AUBNAuburn National Regional Banks17.0035-0.99%-20.11%
PROVProvident  S&L12.930-0.54%2.54%
ACPAberdeen ome Closed-End Fund - Debt6.3910-1.24%-6.03%
SAMGSilvercrest Asset Asset Mgmt14.84420.61%-12.71%
CBANColony Bankcorp Regional Banks10.85500.84%-18.42%
CEMClearBridge MLP Closed-End Fund - Equity45.7376-0.53%14.08%
CIKCredit Suisse Asset Mgmt2.88280.00%-7.83%
NBNNortheast Bank Regional Banks51.7935-1.33%-6.16%
OXSQOxford Square Asset Mgmt3.2190-0.16%12.06%
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 Hawthorn Bancshares, Inc.HWBK Hawthorn Bancshares, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 129.099 Millions
Recent Price: 18.89    
Smart Investing & Trading Score: 0
Day Percent Change: -0.42%    
Day Change: -0.08
Week Change: -4.35%    
Year-to-date Change: -25.5%
HWBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HWBK to Watchlist:       View:      Get Complete HWBK Trend Analysis ➞

Stock Chart of Riverview Bancorp, Inc.RVSB Riverview Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 128.83 Millions
Recent Price: 4.45    
Smart Investing & Trading Score: 42
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 2.06%    
Year-to-date Change: -30.5%
RVSB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RVSB to Watchlist:       View:      Get Complete RVSB Trend Analysis ➞

Stock Chart of Stellus Capital Investment CorporationSCM Stellus Capital Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 127.403 Millions
Recent Price: 13.99    
Smart Investing & Trading Score: 73
Day Percent Change: -1.27%    
Day Change: -0.18
Week Change: 0.36%    
Year-to-date Change: 8.9%
SCM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCM to Watchlist:       View:      Get Complete SCM Trend Analysis ➞

Stock Chart of First Northwest BancorpFNWB First Northwest Bancorp
Sector: Financials
SubSector: Savings & Loans
MarketCap: 126.83 Millions
Recent Price: 10.71    
Smart Investing & Trading Score: 32
Day Percent Change: -1.02%    
Day Change: -0.11
Week Change: 1.04%    
Year-to-date Change: -32.8%
FNWB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FNWB to Watchlist:       View:      Get Complete FNWB Trend Analysis ➞

Stock Chart of Neuberger Berman Real Estate Securities Income Fund Inc.NRO Neuberger Berman Real Estate Securities Income Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 126.103 Millions
Recent Price: 3.11    
Smart Investing & Trading Score: 35
Day Percent Change: -1.27%    
Day Change: -0.04
Week Change: 2.95%    
Year-to-date Change: -2.5%
NRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NRO to Watchlist:       View:      Get Complete NRO Trend Analysis ➞

Stock Chart of Evans Bancorp, Inc.EVBN Evans Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 124.899 Millions
Recent Price: 26.03    
Smart Investing & Trading Score: 10
Day Percent Change: 0.12%    
Day Change: 0.03
Week Change: -0.61%    
Year-to-date Change: -17.4%
EVBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVBN to Watchlist:       View:      Get Complete EVBN Trend Analysis ➞

Stock Chart of First BankFRBA First Bank
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 124.859 Millions
Recent Price: 11.95    
Smart Investing & Trading Score: 25
Day Percent Change: -0.17%    
Day Change: -0.02
Week Change: -6.05%    
Year-to-date Change: -18.7%
FRBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRBA to Watchlist:       View:      Get Complete FRBA Trend Analysis ➞

Stock Chart of Cherry Hill Mortgage Investment CorporationCHMI Cherry Hill Mortgage Investment Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 124.839 Millions
Recent Price: 3.38    
Smart Investing & Trading Score: 52
Day Percent Change: -2.31%    
Day Change: -0.08
Week Change: 2.42%    
Year-to-date Change: -16.3%
CHMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHMI to Watchlist:       View:      Get Complete CHMI Trend Analysis ➞

Stock Chart of LMP Capital and Income Fund Inc.SCD LMP Capital and Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 124.747 Millions
Recent Price: 14.88    
Smart Investing & Trading Score: 86
Day Percent Change: -0.93%    
Day Change: -0.14
Week Change: 3.77%    
Year-to-date Change: 6.2%
SCD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCD to Watchlist:       View:      Get Complete SCD Trend Analysis ➞

Stock Chart of First Community CorporationFCCO First Community Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 123.865 Millions
Recent Price: 16.41    
Smart Investing & Trading Score: 32
Day Percent Change: 1.55%    
Day Change: 0.25
Week Change: 2.56%    
Year-to-date Change: -23.8%
FCCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCCO to Watchlist:       View:      Get Complete FCCO Trend Analysis ➞

Stock Chart of Nuveen Massachusetts Quality Municipal Income FundNMT Nuveen Massachusetts Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 123.407 Millions
Recent Price: 10.46    
Smart Investing & Trading Score: 23
Day Percent Change: -0.38%    
Day Change: -0.04
Week Change: -0.1%    
Year-to-date Change: -0.5%
NMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMT to Watchlist:       View:      Get Complete NMT Trend Analysis ➞

Stock Chart of Tortoise Essential Assets Income Term FundTEAF Tortoise Essential Assets Income Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 123.103 Millions
Recent Price: 11.33    
Smart Investing & Trading Score: 61
Day Percent Change: -0.70%    
Day Change: -0.08
Week Change: -0.79%    
Year-to-date Change: -3.3%
TEAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TEAF to Watchlist:       View:      Get Complete TEAF Trend Analysis ➞

Stock Chart of Sprott Focus Trust, Inc.FUND Sprott Focus Trust, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 122.747 Millions
Recent Price: 7.69    
Smart Investing & Trading Score: 35
Day Percent Change: 0.13%    
Day Change: 0.01
Week Change: 0.26%    
Year-to-date Change: -3.9%
FUND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FUND to Watchlist:       View:      Get Complete FUND Trend Analysis ➞

Stock Chart of Nuveen Select Maturities Municipal FundNIM Nuveen Select Maturities Municipal Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 122.307 Millions
Recent Price: 8.85    
Smart Investing & Trading Score: 23
Day Percent Change: -0.35%    
Day Change: -0.03
Week Change: -0.78%    
Year-to-date Change: 0.3%
NIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIM to Watchlist:       View:      Get Complete NIM Trend Analysis ➞

Stock Chart of Voya Global Advantage and Premium Opportunity FundIGA Voya Global Advantage and Premium Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 122.047 Millions
Recent Price: 8.89    
Smart Investing & Trading Score: 93
Day Percent Change: -1.23%    
Day Change: -0.11
Week Change: 4.22%    
Year-to-date Change: 4.3%
IGA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGA to Watchlist:       View:      Get Complete IGA Trend Analysis ➞

Stock Chart of Atlanticus Holdings CorporationATLC Atlanticus Holdings Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 122.008 Millions
Recent Price: 26.10    
Smart Investing & Trading Score: 42
Day Percent Change: 4.90%    
Day Change: 1.22
Week Change: 7.23%    
Year-to-date Change: -32.5%
ATLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ATLC to Watchlist:       View:      Get Complete ATLC Trend Analysis ➞

Stock Chart of Auburn National Bancorporation, Inc.AUBN Auburn National Bancorporation, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 121.035 Millions
Recent Price: 17.00    
Smart Investing & Trading Score: 35
Day Percent Change: -0.99%    
Day Change: -0.17
Week Change: 0.95%    
Year-to-date Change: -20.1%
AUBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AUBN to Watchlist:       View:      Get Complete AUBN Trend Analysis ➞

Stock Chart of Provident Financial Holdings, Inc.PROV Provident Financial Holdings, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 120.63 Millions
Recent Price: 12.93    
Smart Investing & Trading Score: 0
Day Percent Change: -0.54%    
Day Change: -0.07
Week Change: -3.36%    
Year-to-date Change: 2.5%
PROV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PROV to Watchlist:       View:      Get Complete PROV Trend Analysis ➞

Stock Chart of Aberdeen Income Credit Strategies FundACP Aberdeen Income Credit Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 119.207 Millions
Recent Price: 6.39    
Smart Investing & Trading Score: 10
Day Percent Change: -1.24%    
Day Change: -0.08
Week Change: -4.34%    
Year-to-date Change: -6.0%
ACP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACP to Watchlist:       View:      Get Complete ACP Trend Analysis ➞

Stock Chart of Silvercrest Asset Management Group Inc.SAMG Silvercrest Asset Management Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 116.303 Millions
Recent Price: 14.84    
Smart Investing & Trading Score: 42
Day Percent Change: 0.61%    
Day Change: 0.09
Week Change: 1.5%    
Year-to-date Change: -12.7%
SAMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAMG to Watchlist:       View:      Get Complete SAMG Trend Analysis ➞

Stock Chart of Colony Bankcorp, Inc.CBAN Colony Bankcorp, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 115.559 Millions
Recent Price: 10.85    
Smart Investing & Trading Score: 50
Day Percent Change: 0.84%    
Day Change: 0.09
Week Change: 2.07%    
Year-to-date Change: -18.4%
CBAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBAN to Watchlist:       View:      Get Complete CBAN Trend Analysis ➞

Stock Chart of ClearBridge MLP and Midstream Fund IncCEM ClearBridge MLP and Midstream Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 114.747 Millions
Recent Price: 45.73    
Smart Investing & Trading Score: 76
Day Percent Change: -0.53%    
Day Change: -0.24
Week Change: 0.56%    
Year-to-date Change: 14.1%
CEM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CEM to Watchlist:       View:      Get Complete CEM Trend Analysis ➞

Stock Chart of Credit Suisse Asset Management Income Fund, Inc.CIK Credit Suisse Asset Management Income Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 114.503 Millions
Recent Price: 2.88    
Smart Investing & Trading Score: 28
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.87%    
Year-to-date Change: -7.8%
CIK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIK to Watchlist:       View:      Get Complete CIK Trend Analysis ➞

Stock Chart of Northeast BankNBN Northeast Bank
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 114.199 Millions
Recent Price: 51.79    
Smart Investing & Trading Score: 35
Day Percent Change: -1.33%    
Day Change: -0.70
Week Change: -1.97%    
Year-to-date Change: -6.2%
NBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBN to Watchlist:       View:      Get Complete NBN Trend Analysis ➞

Stock Chart of Oxford Square Capital Corp.OXSQ Oxford Square Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 113.603 Millions
Recent Price: 3.21    
Smart Investing & Trading Score: 90
Day Percent Change: -0.16%    
Day Change: 0.00
Week Change: 1.26%    
Year-to-date Change: 12.1%
OXSQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXSQ to Watchlist:       View:      Get Complete OXSQ Trend Analysis ➞

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