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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 19, 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 36 and hence an improvement of trend.

 Year To Date Performance: 5.93 %
 Weekly Performance: -0.57 %
 Daily Performance: 0.35 %
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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%
MYNBlackRock MuniYield Closed-End Fund - Debt10.1631-0.02%-1.65%
EVNEaton Vance Closed-End Fund - Debt9.8818-0.40%0.61%
BSIGBrightSphere  Asset Mgmt22.70611.29%18.48%
LEOBNY  Closed-End Fund - Debt5.8517-0.17%-0.17%
GOODGladstone Commercial REIT - 12.9636-0.99%-2.11%
SLAMUSlam  SPAC11.0251-0.09%1.57%
PPTPutnam Premier Closed-End Fund - Debt3.46420.29%-2.94%
GBLIGlobal Indemnity Insurance32.50830.00%0.81%
HTBKHeritage Commerce Regional Banks7.90270.64%-20.36%
AROWArrow  Regional Banks21.90180.88%-21.62%
SLRCSolar Capital  Investments14.98320.47%-0.33%
BITBlackRock Multi-Sector Closed-End Fund - Debt15.1525-0.13%1.00%
CPFCentral Pacific Regional Banks18.7027-0.11%-4.98%
MUABlackRock MuniAssets Closed-End Fund - Debt11.0661-0.54%4.44%
EOIEaton Vance Closed-End Fund - Equity17.8949-0.06%7.90%
HBNCHorizon Bancorp Regional Banks11.42221.15%-20.20%
PDTJohn Hancock Closed-End Fund - Debt10.84350.37%1.78%
VKIInvesco Advantage Closed-End Fund - Debt8.19300.00%-3.08%
INNSummit Hotel Real Estatet6.1410-0.49%-8.63%
RRACRigel Resource SPAC11.26580.04%2.41%
MSBIMidland States Regional Banks22.81100.35%-17.24%
TCPCBlackRock TCP Closed-End Fund - Debt10.19420.49%-11.70%
GHYPGIM Global Closed-End Fund - Debt11.23180.54%-1.14%
MINMFS Intermediate Closed-End Fund - Debt2.58170.39%-3.73%
LOBLive Oak S&L36.71360.08%-19.32%
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 5.93% and is currently outperforming the overall market by 1.74% 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: Deteriorating
Overall Trend Score: 56
YTD Performance: 5.93%
**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 [390%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[62%] Yiren Digital[55%]
Fidelis Insurance[53%] First [51%] Banco BBVA[48%]
EverQuote [48%] Heritage Insurance[46%] Mercury General[41%]
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[44.4%] Medical Properties[25.1%] Globe Life[10%]
James River[8.9%] GoHealth [7.5%] Victory Capital[6.9%]
Bancorp [5.4%] Huize Holding[5.3%] Green Dot[5.3%]
LCNB [5.2%] ESSA Bancorp[4.9%] Morgan Stanley[4.7%]
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
Office Properties[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-57%] Hywin [-56%] Fathom [-56%]
FRP [-53%] AlTi Global[-50%] Fanhua [-49%]
C&F [-48%] eHealth [-47%] Globe Life[-47%]
.
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
Medical Properties[100] Victory Capital[100] TCG BDC[100]
Macatawa Bank[100] Stellus Capital[100] Goldman Sachs[100]
Angel Oak[95] HDFC Bank[93] Charles Schwab[93]
Fidus [93] Western Asset[93] BlackRock MuniYield[93]
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  39.83560.35-0.575.93%
IAIBroker-Dealers & Secs 110.51560.14-0.291.82%
IYFFinancials  90.04560.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.33480.45-0.44.77%
VFHFinancials  96.40560.39-0.84.49%
KBEBank  43.40300.70-0.89-5.69%
FASFinancial Bull 3X 94.14561.00-2.1613.9%
FAZFinancial Bear 3X 11.6640-0.852.19-14.7%
UYGFinancials  60.75560.70-1.1710.05%
IATRegional Banks  39.74270.28-1.73-5.02%
KIEInsurance  48.28511.17-0.086.77%
PSCFSmallCap Financials  44.7615-0.22-1.43-8.99%
EUFNEurope Financials  21.87560.28-0.094.34%
PGFFinancial Preferred  14.4510-0.28-1.57-0.89%
 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 BlackRock MuniYield New York Quality Fund, Inc.MYN BlackRock MuniYield New York Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 432.607 Millions
Recent Price: 10.16    
Smart Investing & Trading Score: 31
Day Percent Change: -0.02%    
Day Change: 0.00
Week Change: -0.59%    
Year-to-date Change: -1.7%
MYN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYN to Watchlist:       View:      Get Complete MYN Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Income TrustEVN Eaton Vance Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 430.707 Millions
Recent Price: 9.88    
Smart Investing & Trading Score: 18
Day Percent Change: -0.40%    
Day Change: -0.04
Week Change: -1%    
Year-to-date Change: 0.6%
EVN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVN to Watchlist:       View:      Get Complete EVN Trend Analysis ➞

Stock Chart of BrightSphere Investment Group Inc.BSIG BrightSphere Investment Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 430.103 Millions
Recent Price: 22.70    
Smart Investing & Trading Score: 61
Day Percent Change: 1.29%    
Day Change: 0.29
Week Change: 1.57%    
Year-to-date Change: 18.5%
BSIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSIG to Watchlist:       View:      Get Complete BSIG Trend Analysis ➞

Stock Chart of BNY Mellon Strategic Municipals, Inc.LEO BNY Mellon Strategic Municipals, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 429.107 Millions
Recent Price: 5.85    
Smart Investing & Trading Score: 17
Day Percent Change: -0.17%    
Day Change: -0.01
Week Change: -0.51%    
Year-to-date Change: -0.2%
LEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LEO to Watchlist:       View:      Get Complete LEO Trend Analysis ➞

Stock Chart of Gladstone Commercial CorporationGOOD Gladstone Commercial Corporation
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 425.253 Millions
Recent Price: 12.96    
Smart Investing & Trading Score: 36
Day Percent Change: -0.99%    
Day Change: -0.13
Week Change: -1.89%    
Year-to-date Change: -2.1%
GOOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOOD to Watchlist:       View:      Get Complete GOOD Trend Analysis ➞

Stock Chart of Slam Corp.SLAMU Slam Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 422 Millions
Recent Price: 11.02    
Smart Investing & Trading Score: 51
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 0.18%    
Year-to-date Change: 1.6%
SLAMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLAMU to Watchlist:       View:      Get Complete SLAMU Trend Analysis ➞

Stock Chart of Putnam Premier Income TrustPPT Putnam Premier Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 419.607 Millions
Recent Price: 3.46    
Smart Investing & Trading Score: 42
Day Percent Change: 0.29%    
Day Change: 0.01
Week Change: 0.43%    
Year-to-date Change: -2.9%
PPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PPT to Watchlist:       View:      Get Complete PPT Trend Analysis ➞

Stock Chart of Global Indemnity LimitedGBLI Global Indemnity Limited
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 419.412 Millions
Recent Price: 32.50    
Smart Investing & Trading Score: 83
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 0.8%
GBLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBLI to Watchlist:       View:      Get Complete GBLI Trend Analysis ➞

Stock Chart of Heritage Commerce CorpHTBK Heritage Commerce Corp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 416.129 Millions
Recent Price: 7.90    
Smart Investing & Trading Score: 27
Day Percent Change: 0.64%    
Day Change: 0.05
Week Change: -0.13%    
Year-to-date Change: -20.4%
HTBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTBK to Watchlist:       View:      Get Complete HTBK Trend Analysis ➞

Stock Chart of Arrow Financial CorporationAROW Arrow Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 413.999 Millions
Recent Price: 21.90    
Smart Investing & Trading Score: 18
Day Percent Change: 0.88%    
Day Change: 0.19
Week Change: -0.14%    
Year-to-date Change: -21.6%
AROW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AROW to Watchlist:       View:      Get Complete AROW Trend Analysis ➞

Stock Chart of Solar Capital Ltd.SLRC Solar Capital Ltd.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 412.87 Millions
Recent Price: 14.98    
Smart Investing & Trading Score: 32
Day Percent Change: 0.47%    
Day Change: 0.07
Week Change: 1.01%    
Year-to-date Change: -0.3%
SLRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLRC to Watchlist:       View:      Get Complete SLRC Trend Analysis ➞

Stock Chart of BlackRock Multi-Sector Income TrustBIT BlackRock Multi-Sector Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 412.507 Millions
Recent Price: 15.15    
Smart Investing & Trading Score: 25
Day Percent Change: -0.13%    
Day Change: -0.02
Week Change: -1.3%    
Year-to-date Change: 1.0%
BIT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BIT to Watchlist:       View:      Get Complete BIT Trend Analysis ➞

Stock Chart of Central Pacific Financial Corp.CPF Central Pacific Financial Corp.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 407.429 Millions
Recent Price: 18.70    
Smart Investing & Trading Score: 27
Day Percent Change: -0.11%    
Day Change: -0.02
Week Change: -1.79%    
Year-to-date Change: -5.0%
CPF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CPF to Watchlist:       View:      Get Complete CPF Trend Analysis ➞

Stock Chart of BlackRock MuniAssets Fund, Inc.MUA BlackRock MuniAssets Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 406.907 Millions
Recent Price: 11.06    
Smart Investing & Trading Score: 61
Day Percent Change: -0.54%    
Day Change: -0.06
Week Change: 0%    
Year-to-date Change: 4.4%
MUA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUA to Watchlist:       View:      Get Complete MUA Trend Analysis ➞

Stock Chart of Eaton Vance Enhanced Equity Income FundEOI Eaton Vance Enhanced Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 406.247 Millions
Recent Price: 17.89    
Smart Investing & Trading Score: 49
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: -1.7%    
Year-to-date Change: 7.9%
EOI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOI to Watchlist:       View:      Get Complete EOI Trend Analysis ➞

Stock Chart of Horizon Bancorp, Inc.HBNC Horizon Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 405.999 Millions
Recent Price: 11.42    
Smart Investing & Trading Score: 22
Day Percent Change: 1.15%    
Day Change: 0.13
Week Change: -1.13%    
Year-to-date Change: -20.2%
HBNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBNC to Watchlist:       View:      Get Complete HBNC Trend Analysis ➞

Stock Chart of John Hancock Premium Dividend FundPDT John Hancock Premium Dividend Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 404.207 Millions
Recent Price: 10.84    
Smart Investing & Trading Score: 35
Day Percent Change: 0.37%    
Day Change: 0.04
Week Change: -1.9%    
Year-to-date Change: 1.8%
PDT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDT to Watchlist:       View:      Get Complete PDT Trend Analysis ➞

Stock Chart of Invesco Advantage Municipal Income Trust IIVKI Invesco Advantage Municipal Income Trust II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 403.007 Millions
Recent Price: 8.19    
Smart Investing & Trading Score: 30
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.97%    
Year-to-date Change: -3.1%
VKI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKI to Watchlist:       View:      Get Complete VKI Trend Analysis ➞

Stock Chart of Summit Hotel Properties, Inc.INN Summit Hotel Properties, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 402.019 Millions
Recent Price: 6.14    
Smart Investing & Trading Score: 10
Day Percent Change: -0.49%    
Day Change: -0.03
Week Change: -5.54%    
Year-to-date Change: -8.6%
INN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INN to Watchlist:       View:      Get Complete INN Trend Analysis ➞

Stock Chart of Rigel Resource Acquisition Corp.RRAC Rigel Resource Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 402 Millions
Recent Price: 11.26    
Smart Investing & Trading Score: 58
Day Percent Change: 0.04%    
Day Change: 0.01
Week Change: 0.22%    
Year-to-date Change: 2.4%
RRAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RRAC to Watchlist:       View:      Get Complete RRAC Trend Analysis ➞

Stock Chart of Midland States Bancorp, Inc.MSBI Midland States Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 400.27 Millions
Recent Price: 22.81    
Smart Investing & Trading Score: 10
Day Percent Change: 0.35%    
Day Change: 0.08
Week Change: -2.6%    
Year-to-date Change: -17.2%
MSBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSBI to Watchlist:       View:      Get Complete MSBI Trend Analysis ➞

Stock Chart of BlackRock TCP Capital Corp.TCPC BlackRock TCP Capital Corp.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 397.307 Millions
Recent Price: 10.19    
Smart Investing & Trading Score: 42
Day Percent Change: 0.49%    
Day Change: 0.05
Week Change: 0.99%    
Year-to-date Change: -11.7%
TCPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCPC to Watchlist:       View:      Get Complete TCPC Trend Analysis ➞

Stock Chart of PGIM Global High Yield Fund, IncGHY PGIM Global High Yield Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 397.307 Millions
Recent Price: 11.23    
Smart Investing & Trading Score: 18
Day Percent Change: 0.54%    
Day Change: 0.06
Week Change: -1.32%    
Year-to-date Change: -1.1%
GHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHY to Watchlist:       View:      Get Complete GHY Trend Analysis ➞

Stock Chart of MFS Intermediate Income TrustMIN MFS Intermediate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 395.107 Millions
Recent Price: 2.58    
Smart Investing & Trading Score: 17
Day Percent Change: 0.39%    
Day Change: 0.01
Week Change: -1.9%    
Year-to-date Change: -3.7%
MIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIN to Watchlist:       View:      Get Complete MIN Trend Analysis ➞

Stock Chart of Live Oak Bancshares, Inc.LOB Live Oak Bancshares, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 394.23 Millions
Recent Price: 36.71    
Smart Investing & Trading Score: 36
Day Percent Change: 0.08%    
Day Change: 0.03
Week Change: -3.22%    
Year-to-date Change: -19.3%
LOB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LOB to Watchlist:       View:      Get Complete LOB Trend Analysis ➞

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