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Best Financial Stocks

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
May 16, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 95 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 100 and hence a deterioration of trend.

 Year To Date Performance: 12.18 %
 Weekly Performance: 0.84 %
 Daily Performance: 0.00 %
12Stocks.com
Financial Sector Trend
95 / 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%
NPVNuveen Virginia  Investments10.85620.56%0.65%
CSWCCapital Southwest Asset Mgmt25.9946-1.52%9.66%
BFACBattery Future SPAC11.0144-0.45%1.47%
MCBMetropolitan Bank Regional Banks44.231001.61%-20.13%
FCTFirst Trust Closed-End Fund - Debt10.5293-0.28%4.26%
ORCOrchid Island Mortgage8.66720.70%2.73%
TCBXThird Coast Banks - Regional21.35731.23%6.70%
NUWNuveen AMT-Free Asset Mgmt13.59450.44%-0.29%
FTFFranklin  Asset Mgmt6.2840-1.26%0.96%
NXENexGen Energy Closed-End Fund - Debt7.61580.79%8.71%
NKSHNational Bankshares Regional Banks31.9095-0.31%-1.39%
KIOKKR ome Closed-End Fund - Debt13.4658-0.44%7.08%
ISRLUIsrael Acquisitions SPAC10.88230.00%0.93%
PSFCohen & Steers Select Preferred and ome Fund Closed-End Fund - Debt19.23380.00%1.75%
MCIBarings Corporate Closed-End Fund - Debt17.638-1.40%-4.34%
ISRLIsrael Acquisitions SPAC10.9300.00%2.15%
HBCPHome Bancorp S&L37.3083-1.37%-11.21%
VTNInvesco Trust Closed-End Fund - Debt10.7169-0.05%2.88%
FFAFirst Trust Closed-End Fund - Equity19.151000.16%4.82%
PDLBPDL Community REIT - Retail8.6952-0.40%-11.01%
TSITCW Strategic Closed-End Fund - Debt4.65600.43%1.31%
CTOConsolidated-Tomoka Land Real Estatet17.811000.91%2.77%
BWGLegg Mason Closed-End Fund - Debt8.4595-0.18%1.08%
DMBBNY  Asset Mgmt10.2856-0.15%-0.34%
GLOClough Global Asset Mgmt5.131000.20%9.15%
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 12.18% and is currently outperforming the overall market by 1.76% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Very Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 95
YTD Performance: 12.18%
**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 [492%] Banco Macro[127%] SelectQuote [123%]
Grupo Financiero[112%] Banco BBVA[112%] Gladstone Capital[107%]
EverQuote [100%] Hippo [90%] Grupo Supervielle[87%]
Yiren Digital[62%] Vista Oil[61%] First [59%]
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
Trupanion [27.3%] Huize Holding[21.9%] Iris Energy[21.8%]
Douglas Elliman[19.5%] SelectQuote [16.4%] Siebert [14.3%]
Fathom [14.1%] Bridge [13.2%] Fangdd Network[12.3%]
First Foundation[12.1%] KE [11.9%] Cushman & Wakefield[11.9%]
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[-69%] New York[-64%] Texas Pacific[-61%]
Hywin [-58%] Fathom [-54%] FRP [-52%]
Douglas Elliman[-52%] AlTi Global[-49%] Fanhua [-47%]
OppFi [-44%] Granite Point[-44%] Offerpad [-41%]
.
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
Trupanion [100] Corebridge [100] Tejon Ranch[100]
KE [100] Chubb [100] Siebert [100]
Xinyuan Real[100] EverQuote [100] Noah [100]
TrustCo Bank[100] Cushman & Wakefield[100] Prudential [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  42.18950.000.8412.18%
IAIBroker-Dealers & Secs 118.2095-0.631.498.91%
IYFFinancials  96.441000.631.312.91%
IYGFinancial Services  67.01950.091.4112.18%
KRERegional Banking  51.08830.251.44-2.58%
IXGGlobal Financials  88.53950.221.1912.66%
VFHFinancials  102.821000.681.2711.45%
KBEBank  47.7290-0.350.83.69%
FASFinancial Bull 3X 110.3295-0.182.233.48%
FAZFinancial Bear 3X 9.92100.10-2.07-27.43%
UYGFinancials  68.14950.712.1723.44%
IATRegional Banks  43.5390-0.261.294.05%
KIEInsurance  51.38950.710.2113.62%
PSCFSmallCap Financials  48.8388-0.141.03-0.71%
EUFNEurope Financials  23.97950.331.8314.36%
PGFFinancial Preferred  14.8257-0.300.781.68%
 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 Nuveen Virginia Quality Municipal Income FundNPV Nuveen Virginia Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 215.97 Millions
Recent Price: 10.85    
Smart Investing & Trading Score: 62
Day Percent Change: 0.56%    
Day Change: 0.06
Week Change: 0.74%    
Year-to-date Change: 0.7%
NPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NPV to Watchlist:       View:      Get Complete NPV Trend Analysis ➞

Stock Chart of Capital Southwest CorporationCSWC Capital Southwest Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 213.703 Millions
Recent Price: 25.99    
Smart Investing & Trading Score: 46
Day Percent Change: -1.52%    
Day Change: -0.40
Week Change: -2.7%    
Year-to-date Change: 9.7%
CSWC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSWC to Watchlist:       View:      Get Complete CSWC Trend Analysis ➞

Stock Chart of Battery Future Acquisition Corp.BFAC Battery Future Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 213 Millions
Recent Price: 11.01    
Smart Investing & Trading Score: 44
Day Percent Change: -0.45%    
Day Change: -0.05
Week Change: -1.17%    
Year-to-date Change: 1.5%
BFAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFAC to Watchlist:       View:      Get Complete BFAC Trend Analysis ➞

Stock Chart of Metropolitan Bank Holding Corp.MCB Metropolitan Bank Holding Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 212.999 Millions
Recent Price: 44.23    
Smart Investing & Trading Score: 100
Day Percent Change: 1.61%    
Day Change: 0.70
Week Change: 3.75%    
Year-to-date Change: -20.1%
MCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCB to Watchlist:       View:      Get Complete MCB Trend Analysis ➞

Stock Chart of First Trust Senior Floating Rate Income Fund IIFCT First Trust Senior Floating Rate Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 212.407 Millions
Recent Price: 10.52    
Smart Investing & Trading Score: 93
Day Percent Change: -0.28%    
Day Change: -0.03
Week Change: 0.77%    
Year-to-date Change: 4.3%
FCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCT to Watchlist:       View:      Get Complete FCT Trend Analysis ➞

Stock Chart of Orchid Island Capital, Inc.ORC Orchid Island Capital, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 212.339 Millions
Recent Price: 8.66    
Smart Investing & Trading Score: 72
Day Percent Change: 0.70%    
Day Change: 0.06
Week Change: 1.52%    
Year-to-date Change: 2.7%
ORC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORC to Watchlist:       View:      Get Complete ORC Trend Analysis ➞

Stock Chart of Third Coast Bancshares, Inc.TCBX Third Coast Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 212 Millions
Recent Price: 21.35    
Smart Investing & Trading Score: 73
Day Percent Change: 1.23%    
Day Change: 0.26
Week Change: 0.61%    
Year-to-date Change: 6.7%
TCBX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCBX to Watchlist:       View:      Get Complete TCBX Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Municipal Value FundNUW Nuveen AMT-Free Municipal Value Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 211.803 Millions
Recent Price: 13.59    
Smart Investing & Trading Score: 45
Day Percent Change: 0.44%    
Day Change: 0.06
Week Change: 0.37%    
Year-to-date Change: -0.3%
NUW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUW to Watchlist:       View:      Get Complete NUW Trend Analysis ➞

Stock Chart of Franklin Limited Duration Income TrustFTF Franklin Limited Duration Income Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 210.603 Millions
Recent Price: 6.28    
Smart Investing & Trading Score: 40
Day Percent Change: -1.26%    
Day Change: -0.08
Week Change: 0.16%    
Year-to-date Change: 1.0%
FTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FTF to Watchlist:       View:      Get Complete FTF Trend Analysis ➞

Stock Chart of NexGen Energy Ltd.NXE NexGen Energy Ltd.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 210.207 Millions
Recent Price: 7.61    
Smart Investing & Trading Score: 58
Day Percent Change: 0.79%    
Day Change: 0.06
Week Change: 5.69%    
Year-to-date Change: 8.7%
NXE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXE to Watchlist:       View:      Get Complete NXE Trend Analysis ➞

Stock Chart of National Bankshares, Inc.NKSH National Bankshares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 209.759 Millions
Recent Price: 31.90    
Smart Investing & Trading Score: 95
Day Percent Change: -0.31%    
Day Change: -0.10
Week Change: 5.42%    
Year-to-date Change: -1.4%
NKSH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NKSH to Watchlist:       View:      Get Complete NKSH Trend Analysis ➞

Stock Chart of KKR Income Opportunities FundKIO KKR Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 208.607 Millions
Recent Price: 13.46    
Smart Investing & Trading Score: 58
Day Percent Change: -0.44%    
Day Change: -0.06
Week Change: 0.6%    
Year-to-date Change: 7.1%
KIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KIO to Watchlist:       View:      Get Complete KIO Trend Analysis ➞

Stock Chart of Israel Acquisitions CorpISRLU Israel Acquisitions Corp
Sector: Financials
SubSector: SPAC
MarketCap: 208 Millions
Recent Price: 10.88    
Smart Investing & Trading Score: 23
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 0.9%
ISRLU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISRLU to Watchlist:       View:      Get Complete ISRLU Trend Analysis ➞

Stock Chart of Cohen & Steers Select Preferred and Income Fund, Inc.PSF Cohen & Steers Select Preferred and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 207.907 Millions
Recent Price: 19.23    
Smart Investing & Trading Score: 38
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.26%    
Year-to-date Change: 1.8%
PSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSF to Watchlist:       View:      Get Complete PSF Trend Analysis ➞

Stock Chart of Barings Corporate InvestorsMCI Barings Corporate Investors
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 207.607 Millions
Recent Price: 17.63    
Smart Investing & Trading Score: 8
Day Percent Change: -1.40%    
Day Change: -0.25
Week Change: -6.03%    
Year-to-date Change: -4.3%
MCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCI to Watchlist:       View:      Get Complete MCI Trend Analysis ➞

Stock Chart of Israel Acquisitions CorpISRL Israel Acquisitions Corp
Sector: Financials
SubSector: SPAC
MarketCap: 207 Millions
Recent Price: 10.93    
Smart Investing & Trading Score: 0
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.2%
ISRL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISRL to Watchlist:       View:      Get Complete ISRL Trend Analysis ➞

Stock Chart of Home Bancorp, Inc.HBCP Home Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 206.83 Millions
Recent Price: 37.30    
Smart Investing & Trading Score: 83
Day Percent Change: -1.37%    
Day Change: -0.52
Week Change: -0.51%    
Year-to-date Change: -11.2%
HBCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBCP to Watchlist:       View:      Get Complete HBCP Trend Analysis ➞

Stock Chart of Invesco Trust for Investment Grade New York MunicipalsVTN Invesco Trust for Investment Grade New York Municipals
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 206.807 Millions
Recent Price: 10.71    
Smart Investing & Trading Score: 69
Day Percent Change: -0.05%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.9%
VTN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTN to Watchlist:       View:      Get Complete VTN Trend Analysis ➞

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: 19.15    
Smart Investing & Trading Score: 100
Day Percent Change: 0.16%    
Day Change: 0.03
Week Change: 1.7%    
Year-to-date Change: 4.8%
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: 8.69    
Smart Investing & Trading Score: 52
Day Percent Change: -0.40%    
Day Change: -0.04
Week Change: 0.75%    
Year-to-date Change: -11.0%
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: 4.65    
Smart Investing & Trading Score: 60
Day Percent Change: 0.43%    
Day Change: 0.02
Week Change: 0.65%    
Year-to-date Change: 1.3%
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: 17.81    
Smart Investing & Trading Score: 100
Day Percent Change: 0.91%    
Day Change: 0.16
Week Change: 2.95%    
Year-to-date Change: 2.8%
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: 8.45    
Smart Investing & Trading Score: 95
Day Percent Change: -0.18%    
Day Change: -0.02
Week Change: 0.66%    
Year-to-date Change: 1.1%
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: 10.28    
Smart Investing & Trading Score: 56
Day Percent Change: -0.15%    
Day Change: -0.01
Week Change: 0.05%    
Year-to-date Change: -0.3%
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: 5.13    
Smart Investing & Trading Score: 100
Day Percent Change: 0.20%    
Day Change: 0.01
Week Change: 1.18%    
Year-to-date Change: 9.2%
GLO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLO to Watchlist:       View:      Get Complete GLO Trend Analysis ➞

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