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

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

The Smart Investing & Trading Score from previous trading session is 76 and hence an improvement of trend.

 Year To Date Performance: 12.18 %
 Weekly Performance: 0.84 %
 Daily Performance: 0.74 %
12Stocks.com
Financial Sector Trend
100 / 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%
EDFStone Harbor Asset Mgmt5.48581.41%27.05%
CBFVCB  Regional Banks22.971001.41%-3.57%
EBMTEagle Bancorp Regional Banks13.12500.54%-16.91%
FUNCFirst United Regional Banks22.4041-0.04%-4.74%
HEQJohn Hancock Closed-End Fund - Equity10.49950.38%4.38%
DTFDTF Tax-Free Closed-End Fund - Debt10.90680.21%1.40%
PFOFlaherty & Crumrine Preferred ome Opportunity Fund Closed-End Fund - Debt8.371001.33%5.15%
CEECentral and Closed-End Fund - Foreign10.20952.00%4.62%
GDLGDL Fund Closed-End Fund - Equity7.87620.32%-2.18%
GGTGabelli Multimedia Closed-End Fund - Equity5.711001.78%0.71%
KSMDWS Strategic Closed-End Fund - Debt9.68830.52%11.91%
FAMFirst Trust/Aberdeen Closed-End Fund - Debt6.45821.57%2.54%
CMUMFS High Closed-End Fund - Debt3.331001.22%0.60%
FFNWFirst  Regional Banks21.60953.40%60.24%
ECFEllsworth Growth Asset Mgmt8.06691.32%-0.19%
MPVBarings Participation Closed-End Fund - Debt15.52610.78%-0.51%
PNIPIMCO New Closed-End Fund - Debt7.43600.95%-2.11%
For chart view version of above stock list: Chart View ➞
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Performance: Year-to-date, Week and Day
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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 1.46% 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: 100
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 [486%] Banco Macro[133%] SelectQuote [115%]
Banco BBVA[114%] Grupo Financiero[113%] Gladstone Capital[109%]
EverQuote [93%] Hippo [93%] Grupo Supervielle[90%]
Yiren Digital[62%] Vista Oil[61%] First [60%]
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
Bridge [15.2%] Medical Properties[13.4%] Huize Holding[13%]
SelectQuote [12.2%] Arbor Realty[12.1%] Cipher Mining[11.8%]
C3.ai [11.3%] First Foundation[11%] Lemonade [10.7%]
Upstart [10.7%] Siebert [10%] Trupanion [9.8%]
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[-68%] New York[-64%] Texas Pacific[-62%]
Hywin [-58%] Fathom [-58%] Douglas Elliman[-56%]
FRP [-52%] AlTi Global[-51%] Fanhua [-48%]
Granite Point[-44%] OppFi [-44%] Fangdd Network[-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
Bridge [100] MarketAxess [100] First Community[100]
Banco Macro[100] Jones Lang[100] Northrim BanCorp[100]
Stratus Properties[100] KKR [100] Metals Acquisition[100]
Oppenheimer [100] Cushman & Wakefield[100] IRSA Inversiones[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  42.181000.740.8412.18%
IAIBroker-Dealers & Secs 118.951001.572.149.6%
IYFFinancials  95.84880.510.6712.21%
IYGFinancial Services  66.951001.161.3212.08%
KRERegional Banking  50.95900.121.19-2.82%
IXGGlobal Financials  88.341000.750.9712.42%
VFHFinancials  102.13880.470.5910.7%
KBEBank  47.89950.521.164.06%
FASFinancial Bull 3X 110.521002.322.3933.72%
FAZFinancial Bear 3X 9.910-2.17-2.17-27.51%
UYGFinancials  67.661001.421.4522.57%
IATRegional Banks  43.651000.831.564.33%
KIEInsurance  51.0278-0.10-0.4912.83%
PSCFSmallCap Financials  48.901001.311.17-0.57%
EUFNEurope Financials  23.89950.441.4913.98%
PGFFinancial Preferred  14.87641.231.091.99%
 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 Stone Harbor Emerging Markets Income FundEDF Stone Harbor Emerging Markets Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 108.203 Millions
Recent Price: 5.48    
Smart Investing & Trading Score: 58
Day Percent Change: 1.41%    
Day Change: 0.08
Week Change: -0.44%    
Year-to-date Change: 27.1%
EDF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDF to Watchlist:       View:      Get Complete EDF Trend Analysis ➞

Stock Chart of CB Financial Services, Inc.CBFV CB Financial Services, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 108.199 Millions
Recent Price: 22.97    
Smart Investing & Trading Score: 100
Day Percent Change: 1.41%    
Day Change: 0.32
Week Change: 1.98%    
Year-to-date Change: -3.6%
CBFV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBFV to Watchlist:       View:      Get Complete CBFV Trend Analysis ➞

Stock Chart of Eagle Bancorp Montana, Inc.EBMT Eagle Bancorp Montana, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 106.929 Millions
Recent Price: 13.12    
Smart Investing & Trading Score: 50
Day Percent Change: 0.54%    
Day Change: 0.07
Week Change: -0.46%    
Year-to-date Change: -16.9%
EBMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EBMT to Watchlist:       View:      Get Complete EBMT Trend Analysis ➞

Stock Chart of First United CorporationFUNC First United Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 106.859 Millions
Recent Price: 22.40    
Smart Investing & Trading Score: 41
Day Percent Change: -0.04%    
Day Change: -0.01
Week Change: -0.38%    
Year-to-date Change: -4.7%
FUNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FUNC to Watchlist:       View:      Get Complete FUNC Trend Analysis ➞

Stock Chart of John Hancock Hedged Equity & Income FundHEQ John Hancock Hedged Equity & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 106.847 Millions
Recent Price: 10.49    
Smart Investing & Trading Score: 95
Day Percent Change: 0.38%    
Day Change: 0.04
Week Change: 0.87%    
Year-to-date Change: 4.4%
HEQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HEQ to Watchlist:       View:      Get Complete HEQ Trend Analysis ➞

Stock Chart of DTF Tax-Free Income Inc.DTF DTF Tax-Free Income Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 106.407 Millions
Recent Price: 10.90    
Smart Investing & Trading Score: 68
Day Percent Change: 0.21%    
Day Change: 0.02
Week Change: -0.05%    
Year-to-date Change: 1.4%
DTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DTF to Watchlist:       View:      Get Complete DTF Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Preferred Income Opportunity Fund Inc.PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 106.107 Millions
Recent Price: 8.37    
Smart Investing & Trading Score: 100
Day Percent Change: 1.33%    
Day Change: 0.11
Week Change: 1.21%    
Year-to-date Change: 5.2%
PFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFO to Watchlist:       View:      Get Complete PFO Trend Analysis ➞

Stock Chart of The Central and Eastern Europe Fund, Inc.CEE The Central and Eastern Europe Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 105.847 Millions
Recent Price: 10.20    
Smart Investing & Trading Score: 95
Day Percent Change: 2.00%    
Day Change: 0.20
Week Change: 2.1%    
Year-to-date Change: 4.6%
CEE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CEE to Watchlist:       View:      Get Complete CEE Trend Analysis ➞

Stock Chart of The GDL FundGDL The GDL Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 104.847 Millions
Recent Price: 7.87    
Smart Investing & Trading Score: 62
Day Percent Change: 0.32%    
Day Change: 0.03
Week Change: 0.38%    
Year-to-date Change: -2.2%
GDL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDL to Watchlist:       View:      Get Complete GDL Trend Analysis ➞

Stock Chart of The Gabelli Multimedia Trust Inc.GGT The Gabelli Multimedia Trust Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 104.547 Millions
Recent Price: 5.71    
Smart Investing & Trading Score: 100
Day Percent Change: 1.78%    
Day Change: 0.10
Week Change: 2.33%    
Year-to-date Change: 0.7%
GGT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GGT to Watchlist:       View:      Get Complete GGT Trend Analysis ➞

Stock Chart of DWS Strategic Municipal Income TrustKSM DWS Strategic Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.607 Millions
Recent Price: 9.68    
Smart Investing & Trading Score: 83
Day Percent Change: 0.52%    
Day Change: 0.05
Week Change: 0.62%    
Year-to-date Change: 11.9%
KSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KSM to Watchlist:       View:      Get Complete KSM Trend Analysis ➞

Stock Chart of First Trust/Aberdeen Global Opportunity Income FundFAM First Trust/Aberdeen Global Opportunity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.307 Millions
Recent Price: 6.45    
Smart Investing & Trading Score: 82
Day Percent Change: 1.57%    
Day Change: 0.10
Week Change: 1.57%    
Year-to-date Change: 2.5%
FAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FAM to Watchlist:       View:      Get Complete FAM Trend Analysis ➞

Stock Chart of MFS High Yield Municipal TrustCMU MFS High Yield Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.307 Millions
Recent Price: 3.33    
Smart Investing & Trading Score: 100
Day Percent Change: 1.22%    
Day Change: 0.04
Week Change: 0.76%    
Year-to-date Change: 0.6%
CMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMU to Watchlist:       View:      Get Complete CMU Trend Analysis ➞

Stock Chart of First Financial Northwest, Inc.FFNW First Financial Northwest, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 102.829 Millions
Recent Price: 21.60    
Smart Investing & Trading Score: 95
Day Percent Change: 3.40%    
Day Change: 0.71
Week Change: 4.05%    
Year-to-date Change: 60.2%
FFNW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFNW to Watchlist:       View:      Get Complete FFNW Trend Analysis ➞

Stock Chart of Ellsworth Growth and Income Fund Ltd.ECF Ellsworth Growth and Income Fund Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 102.203 Millions
Recent Price: 8.06    
Smart Investing & Trading Score: 69
Day Percent Change: 1.32%    
Day Change: 0.10
Week Change: 1.51%    
Year-to-date Change: -0.2%
ECF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECF to Watchlist:       View:      Get Complete ECF Trend Analysis ➞

Stock Chart of Barings Participation InvestorsMPV Barings Participation Investors
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 101.207 Millions
Recent Price: 15.52    
Smart Investing & Trading Score: 61
Day Percent Change: 0.78%    
Day Change: 0.12
Week Change: 0.91%    
Year-to-date Change: -0.5%
MPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPV to Watchlist:       View:      Get Complete MPV Trend Analysis ➞

Stock Chart of PIMCO New York Municipal Income Fund IIPNI PIMCO New York Municipal Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 100.707 Millions
Recent Price: 7.43    
Smart Investing & Trading Score: 60
Day Percent Change: 0.95%    
Day Change: 0.07
Week Change: 1.16%    
Year-to-date Change: -2.1%
PNI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNI to Watchlist:       View:      Get Complete PNI Trend Analysis ➞

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