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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 %
12Stocks.com
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%
PFNPIMCO ome Closed-End Fund - Debt7.1842-1.10%-0.69%
ALEXAlexander & Baldwin Real Estatet15.8342-1.06%-16.77%
EADWells Fargo Asset Mgmt6.3942-0.93%-1.99%
PFOFlaherty & Crumrine Preferred ome Opportunity Fund Closed-End Fund - Debt8.0442-0.86%1.01%
PKBKParke Bancorp Regional Banks16.4742-0.78%-18.67%
BMEBlackRock Health Closed-End Fund - Equity39.0242-0.71%-3.56%
NCVAllianzGI Convertible Closed-End Fund - Debt3.1242-0.64%-7.42%
BGYBlackRock Enhanced Closed-End Fund - Foreign5.2442-0.57%-0.57%
FANHFanhua  Insurance3.5342-0.56%-46.92%
PDOPimco Dynamic Closed-End Fund - Debt12.8342-0.35%5.42%
KWKennedy-Wilson  Property Mgmt8.4642-0.35%-31.66%
FBRTFranklin BSP REIT - Mortgage12.5842-0.32%-7.70%
CIMChimera  Mortgage4.1542-0.24%-16.83%
FFINFirst  Regional - Southwest Banks30.4142-0.23%0.36%
BEKEKE  Real Estate Services13.7142-0.15%-15.42%
CBFVCB  Regional Banks21.7842-0.14%-8.56%
GLPIGaming and REIT - 43.4342-0.05%-12.00%
LADRLadder Capital Mortgage10.80422.86%-6.17%
UHTUniversal Health REIT34.16420.35%-21.02%
FCBCFirst Community Regional Banks33.4942-0.74%-9.73%
KCGIKensington Capital SPAC10.91410.00%2.06%
COINCoinbase Global Financial Data & Stock Exchanges223.6141-3.43%29.41%
CSQCalamos Strategic Closed-End Fund - Debt15.6441-0.79%5.14%
ETVEaton Vance Closed-End Fund - Equity12.5441-0.63%1.70%
BGBBlackstone/GSO Strategic Closed-End Fund - Debt11.7241-0.59%3.53%
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 PIMCO Income Strategy Fund IIPFN PIMCO Income Strategy Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 469.507 Millions
Recent Price: 7.18    
Smart Investing & Trading Score: 42
Day Percent Change: -1.10%    
Day Change: -0.08
Week Change: 0.28%    
Year-to-date Change: -0.7%
PFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFN to Watchlist:       View:      Get Complete PFN Trend Analysis ➞

Stock Chart of Alexander & Baldwin, Inc.ALEX Alexander & Baldwin, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 751.419 Millions
Recent Price: 15.83    
Smart Investing & Trading Score: 42
Day Percent Change: -1.06%    
Day Change: -0.17
Week Change: -1.62%    
Year-to-date Change: -16.8%
ALEX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALEX to Watchlist:       View:      Get Complete ALEX Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Funds - Wells Fargo Income Opportunities FundEAD Wells Fargo Advantage Funds - Wells Fargo Income Opportunities Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 332.403 Millions
Recent Price: 6.39    
Smart Investing & Trading Score: 42
Day Percent Change: -0.93%    
Day Change: -0.06
Week Change: 1.11%    
Year-to-date Change: -2.0%
EAD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EAD to Watchlist:       View:      Get Complete EAD 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: 8.04    
Smart Investing & Trading Score: 42
Day Percent Change: -0.86%    
Day Change: -0.07
Week Change: 0.06%    
Year-to-date Change: 1.0%
PFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFO to Watchlist:       View:      Get Complete PFO Trend Analysis ➞

Stock Chart of Parke Bancorp, Inc.PKBK Parke Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 165.799 Millions
Recent Price: 16.47    
Smart Investing & Trading Score: 42
Day Percent Change: -0.78%    
Day Change: -0.13
Week Change: -0.48%    
Year-to-date Change: -18.7%
PKBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PKBK to Watchlist:       View:      Get Complete PKBK Trend Analysis ➞

Stock Chart of BlackRock Health Sciences TrustBME BlackRock Health Sciences Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 325.547 Millions
Recent Price: 39.02    
Smart Investing & Trading Score: 42
Day Percent Change: -0.71%    
Day Change: -0.28
Week Change: 0.57%    
Year-to-date Change: -3.6%
BME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BME to Watchlist:       View:      Get Complete BME Trend Analysis ➞

Stock Chart of AllianzGI Convertible & Income FundNCV AllianzGI Convertible & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 303.307 Millions
Recent Price: 3.12    
Smart Investing & Trading Score: 42
Day Percent Change: -0.64%    
Day Change: -0.02
Week Change: 2.63%    
Year-to-date Change: -7.4%
NCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCV to Watchlist:       View:      Get Complete NCV Trend Analysis ➞

Stock Chart of BlackRock Enhanced International Dividend TrustBGY BlackRock Enhanced International Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 435.347 Millions
Recent Price: 5.24    
Smart Investing & Trading Score: 42
Day Percent Change: -0.57%    
Day Change: -0.03
Week Change: 2.14%    
Year-to-date Change: -0.6%
BGY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGY to Watchlist:       View:      Get Complete BGY Trend Analysis ➞

Stock Chart of Fanhua Inc.FANH Fanhua Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1436.67 Millions
Recent Price: 3.53    
Smart Investing & Trading Score: 42
Day Percent Change: -0.56%    
Day Change: -0.02
Week Change: 0.86%    
Year-to-date Change: -46.9%
FANH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FANH to Watchlist:       View:      Get Complete FANH Trend Analysis ➞

Stock Chart of Pimco Dynamic Income Opportunities FundPDO Pimco Dynamic Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1440 Millions
Recent Price: 12.83    
Smart Investing & Trading Score: 42
Day Percent Change: -0.35%    
Day Change: -0.04
Week Change: 1.02%    
Year-to-date Change: 5.4%
PDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDO to Watchlist:       View:      Get Complete PDO Trend Analysis ➞

Stock Chart of Kennedy-Wilson Holdings, Inc.KW Kennedy-Wilson Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 2025.42 Millions
Recent Price: 8.46    
Smart Investing & Trading Score: 42
Day Percent Change: -0.35%    
Day Change: -0.03
Week Change: -0.47%    
Year-to-date Change: -31.7%
KW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KW to Watchlist:       View:      Get Complete KW Trend Analysis ➞

Stock Chart of Franklin BSP Realty Trust, Inc.FBRT Franklin BSP Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1170 Millions
Recent Price: 12.58    
Smart Investing & Trading Score: 42
Day Percent Change: -0.32%    
Day Change: -0.04
Week Change: 0.08%    
Year-to-date Change: -7.7%
FBRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBRT to Watchlist:       View:      Get Complete FBRT Trend Analysis ➞

Stock Chart of Chimera Investment CorporationCIM Chimera Investment Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2164.09 Millions
Recent Price: 4.15    
Smart Investing & Trading Score: 42
Day Percent Change: -0.24%    
Day Change: -0.01
Week Change: 0.97%    
Year-to-date Change: -16.8%
CIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIM to Watchlist:       View:      Get Complete CIM Trend Analysis ➞

Stock Chart of First Financial Bankshares, Inc.FFIN First Financial Bankshares, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 3503.75 Millions
Recent Price: 30.41    
Smart Investing & Trading Score: 42
Day Percent Change: -0.23%    
Day Change: -0.07
Week Change: 1.33%    
Year-to-date Change: 0.4%
FFIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFIN to Watchlist:       View:      Get Complete FFIN Trend Analysis ➞

Stock Chart of KE Holdings Inc.BEKE KE Holdings Inc.
Sector: Financials
SubSector: Real Estate Services
MarketCap: 80167 Millions
Recent Price: 13.71    
Smart Investing & Trading Score: 42
Day Percent Change: -0.15%    
Day Change: -0.02
Week Change: 8.38%    
Year-to-date Change: -15.4%
BEKE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BEKE to Watchlist:       View:      Get Complete BEKE 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: 21.78    
Smart Investing & Trading Score: 42
Day Percent Change: -0.14%    
Day Change: -0.03
Week Change: 1.97%    
Year-to-date Change: -8.6%
CBFV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBFV to Watchlist:       View:      Get Complete CBFV Trend Analysis ➞

Stock Chart of Gaming and Leisure Properties, Inc.GLPI Gaming and Leisure Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 4922.33 Millions
Recent Price: 43.43    
Smart Investing & Trading Score: 42
Day Percent Change: -0.05%    
Day Change: -0.02
Week Change: 1.47%    
Year-to-date Change: -12.0%
GLPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLPI to Watchlist:       View:      Get Complete GLPI Trend Analysis ➞

Stock Chart of Ladder Capital CorpLADR Ladder Capital Corp
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 660.039 Millions
Recent Price: 10.80    
Smart Investing & Trading Score: 42
Day Percent Change: 2.86%    
Day Change: 0.30
Week Change: 3.05%    
Year-to-date Change: -6.2%
LADR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LADR to Watchlist:       View:      Get Complete LADR Trend Analysis ➞

Stock Chart of Universal Health Realty Income TrustUHT Universal Health Realty Income Trust
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1121.14 Millions
Recent Price: 34.16    
Smart Investing & Trading Score: 42
Day Percent Change: 0.35%    
Day Change: 0.12
Week Change: 2.12%    
Year-to-date Change: -21.0%
UHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UHT to Watchlist:       View:      Get Complete UHT Trend Analysis ➞

Stock Chart of First Community Bankshares, Inc.FCBC First Community Bankshares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 393.459 Millions
Recent Price: 33.49    
Smart Investing & Trading Score: 42
Day Percent Change: -0.74%    
Day Change: -0.25
Week Change: 1.18%    
Year-to-date Change: -9.7%
FCBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCBC to Watchlist:       View:      Get Complete FCBC 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 Coinbase Global, Inc.COIN Coinbase Global, Inc.
Sector: Financials
SubSector: Financial Data & Stock Exchanges
MarketCap: 16390 Millions
Recent Price: 223.61    
Smart Investing & Trading Score: 41
Day Percent Change: -3.43%    
Day Change: -7.95
Week Change: 5.97%    
Year-to-date Change: 29.4%
COIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COIN to Watchlist:       View:      Get Complete COIN Trend Analysis ➞

Stock Chart of Calamos Strategic Total Return FundCSQ Calamos Strategic Total Return Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1196.17 Millions
Recent Price: 15.64    
Smart Investing & Trading Score: 41
Day Percent Change: -0.79%    
Day Change: -0.13
Week Change: 2.29%    
Year-to-date Change: 5.1%
CSQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSQ to Watchlist:       View:      Get Complete CSQ Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Buy-Write Opportunities FundETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 881.147 Millions
Recent Price: 12.54    
Smart Investing & Trading Score: 41
Day Percent Change: -0.63%    
Day Change: -0.08
Week Change: 0%    
Year-to-date Change: 1.7%
ETV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETV to Watchlist:       View:      Get Complete ETV Trend Analysis ➞

Stock Chart of Blackstone/GSO Strategic Credit FundBGB Blackstone/GSO Strategic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 435.907 Millions
Recent Price: 11.72    
Smart Investing & Trading Score: 41
Day Percent Change: -0.59%    
Day Change: -0.07
Week Change: -0.34%    
Year-to-date Change: 3.5%
BGB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGB to Watchlist:       View:      Get Complete BGB Trend Analysis ➞

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