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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 25, 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 68 (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 75 and hence a deterioration of trend.

 Year To Date Performance: 9.36 %
 Weekly Performance: 1.83 %
 Daily Performance: -0.02 %
12Stocks.com
Financial Sector Trend
68 / 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%
BMRCBank of Marin Bancorp Regional Banks15.86670.76%-27.97%
FMNBFarmers National Regional Banks12.3849-1.98%-14.33%
KCGIKensington Capital SPAC10.91410.00%2.06%
BCXBlackrock Resources Closed-End Fund - Equity9.1354-0.11%2.82%
DMLPDorchester Minerals  Investments35.01930.55%9.99%
FSDFirst Trust Closed-End Fund - Debt11.5750-0.43%-4.30%
OPRTOportun  Credit Services3.24672.86%-17.14%
FBMSFirst Bancshares Regional Banks25.28740.28%-13.81%
CNDAConcord Acquisition SPAC10.56640.09%1.73%
MUJBlackRock Muni Closed-End Fund - Debt11.1423-0.04%-2.37%
RCReady Capital Mortgage8.8260-0.56%-13.95%
BKTBlackRock ome Closed-End Fund - Debt11.1310-1.33%-8.62%
HIXWestern Asset Closed-End Fund - Debt4.34180.00%-12.50%
EFTEaton Vance Closed-End Fund - Debt13.3721-0.22%6.53%
CAFMorgan Stanley Closed-End Fund - Foreign12.07450.12%-5.26%
AVKAdvent Convertible Closed-End Fund - Debt11.5744-0.17%1.67%
OCSLOaktree Specialty Credit Services19.69520.25%-3.57%
FLICFirst of Long Island Regional Banks10.6767-0.93%-19.41%
NANNuveen New Closed-End Fund - Debt10.6418-0.09%-3.62%
MIYBlackRock MuniYield Closed-End Fund - Debt11.0618-0.27%-2.64%
BFZBlackRock California Closed-End Fund - Debt11.5847-0.94%-3.74%
DGICADonegal  Insurance14.00321.45%0.07%
HPSJohn Hancock Closed-End Fund - Debt15.15620.33%7.14%
DSUBlackRock Debt Closed-End Fund - Debt10.6725-0.19%-1.11%
JPINuveen Preferred Closed-End Fund - Debt18.93490.16%3.56%
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 9.36% and is currently outperforming the overall market by 3.7% 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: Very Good
Overall Trend Score: 68
YTD Performance: 9.36%
**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 [473%] Hippo [131%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[68%] Yiren Digital[63%]
Banco BBVA[63%] Heritage Insurance[61%] EverQuote [59%]
Fidelis Insurance[55%] First [52%] Lufax Holding[48%]
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[48.8%] Oportun [39.7%] Cipher Mining[22.1%]
Globe Life[17.8%] Root [16%] Sierra Bancorp[11.5%]
Provident Bancorp[10.9%] TOP [10.6%] Trustmark [9.8%]
LendingTree [9.8%] Coinbase Global[9.7%] Heritage Insurance[9.6%]
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[-72%] New York[-70%] Texas Pacific[-63%]
Fathom [-57%] Douglas Elliman[-55%] Hywin [-53%]
FRP [-51%] eHealth [-48%] Fanhua [-47%]
C&F [-46%] AlTi Global[-45%] RE/MAX [-44%]
.
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] Trustmark [100] Synchrony [100]
MBIA [100] Prosperity Bancshares[100] First Ban[100]
Virtu [100] East West[100] Equity Residential[100]
Essex Property[100] BOK [100] Cullen/Frost Bankers[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  41.1268-0.021.839.36%
IAIBroker-Dealers & Secs 112.9075-0.181.684.03%
IYFFinancials  92.9668-0.201.828.84%
IYGFinancial Services  64.91830.052.358.66%
KRERegional Banking  49.01740.573.57-6.52%
IXGGlobal Financials  84.4653-0.221.937.49%
VFHFinancials  99.7275-0.102.028.09%
KBEBank  45.961000.703.49-0.13%
FASFinancial Bull 3X 103.2068-0.355.3824.86%
FAZFinancial Bear 3X 10.61320.28-5.27-22.38%
UYGFinancials  64.74680.003.6817.28%
IATRegional Banks  42.211000.763.610.88%
KIEInsurance  49.6758-0.161.29.84%
PSCFSmallCap Financials  47.04580.193.45-4.35%
EUFNEurope Financials  22.4268-1.102.146.97%
PGFFinancial Preferred  14.73440.071.381.03%
 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 Bank of Marin BancorpBMRC Bank of Marin Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 367.929 Millions
Recent Price: 15.86    
Smart Investing & Trading Score: 67
Day Percent Change: 0.76%    
Day Change: 0.12
Week Change: 2.19%    
Year-to-date Change: -28.0%
BMRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMRC to Watchlist:       View:      Get Complete BMRC Trend Analysis ➞

Stock Chart of Farmers National Banc Corp.FMNB Farmers National Banc Corp.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 366.57 Millions
Recent Price: 12.38    
Smart Investing & Trading Score: 49
Day Percent Change: -1.98%    
Day Change: -0.25
Week Change: -0.24%    
Year-to-date Change: -14.3%
FMNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMNB to Watchlist:       View:      Get Complete FMNB Trend Analysis ➞

Stock Chart of Kensington Capital Acquisition Corp. VKCGI Kensington Capital Acquisition Corp. V
Sector: Financials
SubSector: SPAC
MarketCap: 365 Millions
Recent Price: 10.91    
Smart Investing & Trading Score: 41
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.18%    
Year-to-date Change: 2.1%
KCGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KCGI to Watchlist:       View:      Get Complete KCGI Trend Analysis ➞

Stock Chart of Blackrock Resources & Commodities Strategy TrustBCX Blackrock Resources & Commodities Strategy Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 363.747 Millions
Recent Price: 9.13    
Smart Investing & Trading Score: 54
Day Percent Change: -0.11%    
Day Change: -0.01
Week Change: 0.44%    
Year-to-date Change: 2.8%
BCX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCX to Watchlist:       View:      Get Complete BCX Trend Analysis ➞

Stock Chart of Dorchester Minerals, L.P.DMLP Dorchester Minerals, L.P.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 363.17 Millions
Recent Price: 35.01    
Smart Investing & Trading Score: 93
Day Percent Change: 0.55%    
Day Change: 0.19
Week Change: 3.49%    
Year-to-date Change: 10.0%
DMLP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMLP to Watchlist:       View:      Get Complete DMLP Trend Analysis ➞

Stock Chart of First Trust High Income Long/Short FundFSD First Trust High Income Long/Short Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 362.607 Millions
Recent Price: 11.57    
Smart Investing & Trading Score: 50
Day Percent Change: -0.43%    
Day Change: -0.05
Week Change: 1.94%    
Year-to-date Change: -4.3%
FSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSD to Watchlist:       View:      Get Complete FSD Trend Analysis ➞

Stock Chart of Oportun Financial CorporationOPRT Oportun Financial Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 360.208 Millions
Recent Price: 3.24    
Smart Investing & Trading Score: 67
Day Percent Change: 2.86%    
Day Change: 0.09
Week Change: 39.66%    
Year-to-date Change: -17.1%
OPRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPRT to Watchlist:       View:      Get Complete OPRT Trend Analysis ➞

Stock Chart of The First Bancshares, Inc.FBMS The First Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 359.535 Millions
Recent Price: 25.28    
Smart Investing & Trading Score: 74
Day Percent Change: 0.28%    
Day Change: 0.07
Week Change: 2.97%    
Year-to-date Change: -13.8%
FBMS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBMS to Watchlist:       View:      Get Complete FBMS Trend Analysis ➞

Stock Chart of Concord Acquisition Corp IICNDA Concord Acquisition Corp II
Sector: Financials
SubSector: SPAC
MarketCap: 359 Millions
Recent Price: 10.56    
Smart Investing & Trading Score: 64
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.14%    
Year-to-date Change: 1.7%
CNDA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNDA to Watchlist:       View:      Get Complete CNDA Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New Jersey Quality Fund, Inc.MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 358.807 Millions
Recent Price: 11.14    
Smart Investing & Trading Score: 23
Day Percent Change: -0.04%    
Day Change: 0.00
Week Change: -0.09%    
Year-to-date Change: -2.4%
MUJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUJ to Watchlist:       View:      Get Complete MUJ Trend Analysis ➞

Stock Chart of Ready Capital CorporationRC Ready Capital Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 358.039 Millions
Recent Price: 8.82    
Smart Investing & Trading Score: 60
Day Percent Change: -0.56%    
Day Change: -0.05
Week Change: 2.32%    
Year-to-date Change: -14.0%
RC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RC to Watchlist:       View:      Get Complete RC Trend Analysis ➞

Stock Chart of BlackRock Income Trust, Inc.BKT BlackRock Income Trust, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 357.807 Millions
Recent Price: 11.13    
Smart Investing & Trading Score: 10
Day Percent Change: -1.33%    
Day Change: -0.15
Week Change: -2.11%    
Year-to-date Change: -8.6%
BKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKT to Watchlist:       View:      Get Complete BKT Trend Analysis ➞

Stock Chart of Western Asset High Income Fund II Inc.HIX Western Asset High Income Fund II Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 356.807 Millions
Recent Price: 4.34    
Smart Investing & Trading Score: 18
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.69%    
Year-to-date Change: -12.5%
HIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIX to Watchlist:       View:      Get Complete HIX Trend Analysis ➞

Stock Chart of Eaton Vance Floating-Rate Income TrustEFT Eaton Vance Floating-Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 356.707 Millions
Recent Price: 13.37    
Smart Investing & Trading Score: 21
Day Percent Change: -0.22%    
Day Change: -0.03
Week Change: 0.15%    
Year-to-date Change: 6.5%
EFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFT to Watchlist:       View:      Get Complete EFT Trend Analysis ➞

Stock Chart of Morgan Stanley China A Share Fund, Inc.CAF Morgan Stanley China A Share Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 354.447 Millions
Recent Price: 12.07    
Smart Investing & Trading Score: 45
Day Percent Change: 0.12%    
Day Change: 0.01
Week Change: 0.33%    
Year-to-date Change: -5.3%
CAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CAF to Watchlist:       View:      Get Complete CAF Trend Analysis ➞

Stock Chart of Advent Convertible and Income FundAVK Advent Convertible and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 354.207 Millions
Recent Price: 11.57    
Smart Investing & Trading Score: 44
Day Percent Change: -0.17%    
Day Change: -0.02
Week Change: 1.85%    
Year-to-date Change: 1.7%
AVK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AVK to Watchlist:       View:      Get Complete AVK Trend Analysis ➞

Stock Chart of Oaktree Specialty Lending CorporationOCSL Oaktree Specialty Lending Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 353.808 Millions
Recent Price: 19.69    
Smart Investing & Trading Score: 52
Day Percent Change: 0.25%    
Day Change: 0.05
Week Change: -0.43%    
Year-to-date Change: -3.6%
OCSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCSL to Watchlist:       View:      Get Complete OCSL Trend Analysis ➞

Stock Chart of The First of Long Island CorporationFLIC The First of Long Island Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 352.899 Millions
Recent Price: 10.67    
Smart Investing & Trading Score: 67
Day Percent Change: -0.93%    
Day Change: -0.10
Week Change: 2.2%    
Year-to-date Change: -19.4%
FLIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLIC to Watchlist:       View:      Get Complete FLIC Trend Analysis ➞

Stock Chart of Nuveen New York Quality Municipal Income FundNAN Nuveen New York Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.307 Millions
Recent Price: 10.64    
Smart Investing & Trading Score: 18
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: -0.47%    
Year-to-date Change: -3.6%
NAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAN to Watchlist:       View:      Get Complete NAN Trend Analysis ➞

Stock Chart of BlackRock MuniYield Michigan Quality Fund, Inc.MIY BlackRock MuniYield Michigan Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.207 Millions
Recent Price: 11.06    
Smart Investing & Trading Score: 18
Day Percent Change: -0.27%    
Day Change: -0.03
Week Change: -0.36%    
Year-to-date Change: -2.6%
MIY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIY to Watchlist:       View:      Get Complete MIY Trend Analysis ➞

Stock Chart of BlackRock California Municipal Income TrustBFZ BlackRock California Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.207 Millions
Recent Price: 11.58    
Smart Investing & Trading Score: 47
Day Percent Change: -0.94%    
Day Change: -0.11
Week Change: 0.26%    
Year-to-date Change: -3.7%
BFZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFZ to Watchlist:       View:      Get Complete BFZ Trend Analysis ➞

Stock Chart of Donegal Group Inc.DGICA Donegal Group Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 350.512 Millions
Recent Price: 14.00    
Smart Investing & Trading Score: 32
Day Percent Change: 1.45%    
Day Change: 0.20
Week Change: -0.14%    
Year-to-date Change: 0.1%
DGICA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DGICA to Watchlist:       View:      Get Complete DGICA Trend Analysis ➞

Stock Chart of John Hancock Preferred Income Fund IIIHPS John Hancock Preferred Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 348.107 Millions
Recent Price: 15.15    
Smart Investing & Trading Score: 62
Day Percent Change: 0.33%    
Day Change: 0.05
Week Change: 2.78%    
Year-to-date Change: 7.1%
HPS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPS to Watchlist:       View:      Get Complete HPS Trend Analysis ➞

Stock Chart of BlackRock Debt Strategies Fund, Inc.DSU BlackRock Debt Strategies Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.307 Millions
Recent Price: 10.67    
Smart Investing & Trading Score: 25
Day Percent Change: -0.19%    
Day Change: -0.02
Week Change: 1.33%    
Year-to-date Change: -1.1%
DSU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSU to Watchlist:       View:      Get Complete DSU Trend Analysis ➞

Stock Chart of Nuveen Preferred and Income Term FundJPI Nuveen Preferred and Income Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.207 Millions
Recent Price: 18.93    
Smart Investing & Trading Score: 49
Day Percent Change: 0.16%    
Day Change: 0.03
Week Change: 0.91%    
Year-to-date Change: 3.6%
JPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPI to Watchlist:       View:      Get Complete JPI Trend Analysis ➞

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