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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 29, 2024 - Although long and mid term trends for Financial sector looks good, the short term trends are deteriorating.

The overall Smart Investing & Trading Score is 83 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 63 and hence an improvement of trend.

 Year To Date Performance: 8.74 %
 Weekly Performance: 0.16 %
 Daily Performance: 0.16 %
12Stocks.com
Financial Sector Trend
83 / 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%
PMFPIMCO Municipal Closed-End Fund - Debt8.91350.11%-4.50%
FMAOFarmers & Merchants Bancorp Regional Banks21.92740.92%-11.61%
MMTMFS Multimarket Closed-End Fund - Debt4.5125-0.22%-0.88%
OIAInvesco Municipal Closed-End Fund - Debt6.0925-0.49%-4.09%
WIAWestern Asset Closed-End Fund - Debt7.91220.14%-2.59%
CNFCNFinance  Credit Services1.8427-1.60%-17.12%
SKGRSK Growth SPAC11.10510.00%2.68%
BLEBlackRock Municipal Asset Mgmt10.42540.10%-2.43%
CDAQCompass Digital SPAC10.77510.00%1.13%
CLDTChatham Lodging REIT9.2427-0.65%-13.81%
CZNCCitizens & Northern Regional Banks17.93620.20%-20.08%
IBCPIndependent Bank Regional Banks25.14550.58%-3.40%
WTBAWest Ban Regional - Southwest Banks16.71620.00%-21.18%
EQBKEquity Bancshares Regional Banks33.40680.26%-1.49%
SMBCSouthern Missouri S&L40.7732-0.42%-23.64%
SIEBSiebert  Brokerage2.02460.00%20.24%
CHWCalamos Global Closed-End Fund - Equity6.34530.00%9.88%
HPFJohn Hancock Closed-End Fund - Debt16.52681.01%4.72%
AFCGAFC Gamma REIT - Specialty11.91830.80%-1.12%
TBBKBancorp  Regional Banks30.87100.23%-19.94%
ETBEaton Vance Closed-End Fund - Equity13.25610.15%2.08%
GUTGabelli Utility Closed-End Fund - Equity5.58700.54%2.95%
ASCBA SPAC SPAC11.14510.00%2.58%
ERCWells Fargo Asset Mgmt8.92420.29%-5.50%
FNLCFirst Bancorp Regional Banks22.55520.00%-20.09%
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 8.74% and is currently outperforming the overall market by 2.24% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 83
YTD Performance: 8.74%
**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 [531%] Hippo [142%] Gladstone Capital[102%]
Banco Macro[83%] B. Riley[83%] Grupo Financiero[82%]
Banco BBVA[72%] Yiren Digital[64%] EverQuote [59%]
Heritage Insurance[55%] Lufax Holding[52%] First [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
Heartland [19.2%] Fulton [10%] Territorial Bancorp[7.5%]
Citizens [5.8%] Cartica Acquisition[4.8%] Hudson Pacific[4.8%]
KE [4.4%] B. Riley[4.3%] Medical Properties[4.2%]
NexGen Energy[4.1%] ICICI Bank[3.9%] RE/MAX [3.8%]
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[-72%] New York[-72%] Texas Pacific[-62%]
Douglas Elliman[-58%] Fathom [-55%] Hywin [-54%]
FRP [-52%] eHealth [-49%] Fanhua [-48%]
OppFi [-47%] RE/MAX [-45%] C&F [-43%]
.
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
Heartland [100] Fulton [100] B. Riley[100]
ICICI Bank[100] Lazard [100] LPL [100]
Highwoods Properties[100] Byline Bancorp[100] Cousins Properties[100]
Associated Banc-Corp[100] PayPal [100] Stifel [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  40.88830.160.168.74%
IAIBroker-Dealers & Secs 113.43830.370.374.51%
IYFFinancials  92.51830.370.378.31%
IYGFinancial Services  64.5783-0.06-0.068.09%
KRERegional Banking  48.25540.120.12-7.97%
IXGGlobal Financials  84.47830.330.337.5%
VFHFinancials  99.23830.310.317.56%
KBEBank  45.40800.150.15-1.35%
FASFinancial Bull 3X 101.08750.450.4522.3%
FAZFinancial Bear 3X 10.8132-0.51-0.51-20.96%
UYGFinancials  64.02700.580.5815.98%
IATRegional Banks  41.82730.240.24-0.05%
KIEInsurance  48.88580.730.738.1%
PSCFSmallCap Financials  46.3347-0.06-0.06-5.79%
EUFNEurope Financials  22.4583-0.07-0.077.08%
PGFFinancial Preferred  14.63390.380.380.31%
 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 Municipal Income FundPMF PIMCO Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 280.307 Millions
Recent Price: 8.91    
Smart Investing & Trading Score: 35
Day Percent Change: 0.11%    
Day Change: 0.01
Week Change: 0.11%    
Year-to-date Change: -4.5%
PMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMF to Watchlist:       View:      Get Complete PMF Trend Analysis ➞

Stock Chart of Farmers & Merchants Bancorp, Inc.FMAO Farmers & Merchants Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 280.27 Millions
Recent Price: 21.92    
Smart Investing & Trading Score: 74
Day Percent Change: 0.92%    
Day Change: 0.20
Week Change: 0.92%    
Year-to-date Change: -11.6%
FMAO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMAO to Watchlist:       View:      Get Complete FMAO Trend Analysis ➞

Stock Chart of MFS Multimarket Income TrustMMT MFS Multimarket Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 4.51    
Smart Investing & Trading Score: 25
Day Percent Change: -0.22%    
Day Change: -0.01
Week Change: -0.22%    
Year-to-date Change: -0.9%
MMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMT to Watchlist:       View:      Get Complete MMT Trend Analysis ➞

Stock Chart of Invesco Municipal Income Opportunities TrustOIA Invesco Municipal Income Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 6.09    
Smart Investing & Trading Score: 25
Day Percent Change: -0.49%    
Day Change: -0.03
Week Change: -0.49%    
Year-to-date Change: -4.1%
OIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OIA to Watchlist:       View:      Get Complete OIA Trend Analysis ➞

Stock Chart of Western Asset Inflation-Linked Income FundWIA Western Asset Inflation-Linked Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.207 Millions
Recent Price: 7.91    
Smart Investing & Trading Score: 22
Day Percent Change: 0.14%    
Day Change: 0.01
Week Change: 0.14%    
Year-to-date Change: -2.6%
WIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIA to Watchlist:       View:      Get Complete WIA Trend Analysis ➞

Stock Chart of CNFinance Holdings LimitedCNF CNFinance Holdings Limited
Sector: Financials
SubSector: Credit Services
MarketCap: 277.408 Millions
Recent Price: 1.84    
Smart Investing & Trading Score: 27
Day Percent Change: -1.60%    
Day Change: -0.03
Week Change: -1.6%    
Year-to-date Change: -17.1%
CNF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNF to Watchlist:       View:      Get Complete CNF Trend Analysis ➞

Stock Chart of SK Growth Opportunities CorporationSKGR SK Growth Opportunities Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 277 Millions
Recent Price: 11.10    
Smart Investing & Trading Score: 51
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.7%
SKGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKGR to Watchlist:       View:      Get Complete SKGR Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Trust IIBLE BlackRock Municipal Income Trust II
Sector: Financials
SubSector: Asset Management
MarketCap: 276.503 Millions
Recent Price: 10.42    
Smart Investing & Trading Score: 54
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: 0.1%    
Year-to-date Change: -2.4%
BLE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLE to Watchlist:       View:      Get Complete BLE Trend Analysis ➞

Stock Chart of Compass Digital Acquisition Corp.CDAQ Compass Digital Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 275 Millions
Recent Price: 10.77    
Smart Investing & Trading Score: 51
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 1.1%
CDAQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CDAQ to Watchlist:       View:      Get Complete CDAQ Trend Analysis ➞

Stock Chart of Chatham Lodging TrustCLDT Chatham Lodging Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 274.734 Millions
Recent Price: 9.24    
Smart Investing & Trading Score: 27
Day Percent Change: -0.65%    
Day Change: -0.06
Week Change: -0.65%    
Year-to-date Change: -13.8%
CLDT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CLDT to Watchlist:       View:      Get Complete CLDT Trend Analysis ➞

Stock Chart of Citizens & Northern CorporationCZNC Citizens & Northern Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 274.459 Millions
Recent Price: 17.93    
Smart Investing & Trading Score: 62
Day Percent Change: 0.20%    
Day Change: 0.04
Week Change: 0.2%    
Year-to-date Change: -20.1%
CZNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CZNC to Watchlist:       View:      Get Complete CZNC Trend Analysis ➞

Stock Chart of Independent Bank CorporationIBCP Independent Bank Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 273.67 Millions
Recent Price: 25.14    
Smart Investing & Trading Score: 55
Day Percent Change: 0.58%    
Day Change: 0.15
Week Change: 0.58%    
Year-to-date Change: -3.4%
IBCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBCP to Watchlist:       View:      Get Complete IBCP Trend Analysis ➞

Stock Chart of West Bancorporation, Inc.WTBA West Bancorporation, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 272.965 Millions
Recent Price: 16.71    
Smart Investing & Trading Score: 62
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -21.2%
WTBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WTBA to Watchlist:       View:      Get Complete WTBA Trend Analysis ➞

Stock Chart of Equity Bancshares, Inc.EQBK Equity Bancshares, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 272.87 Millions
Recent Price: 33.40    
Smart Investing & Trading Score: 68
Day Percent Change: 0.26%    
Day Change: 0.09
Week Change: 0.26%    
Year-to-date Change: -1.5%
EQBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQBK to Watchlist:       View:      Get Complete EQBK Trend Analysis ➞

Stock Chart of Southern Missouri Bancorp, Inc.SMBC Southern Missouri Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 272.53 Millions
Recent Price: 40.77    
Smart Investing & Trading Score: 32
Day Percent Change: -0.42%    
Day Change: -0.17
Week Change: -0.42%    
Year-to-date Change: -23.6%
SMBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMBC to Watchlist:       View:      Get Complete SMBC Trend Analysis ➞

Stock Chart of Siebert Financial Corp.SIEB Siebert Financial Corp.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 272.365 Millions
Recent Price: 2.02    
Smart Investing & Trading Score: 46
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 20.2%
SIEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIEB to Watchlist:       View:      Get Complete SIEB Trend Analysis ➞

Stock Chart of Calamos Global Dynamic Income FundCHW Calamos Global Dynamic Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 272.047 Millions
Recent Price: 6.34    
Smart Investing & Trading Score: 53
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 9.9%
CHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHW to Watchlist:       View:      Get Complete CHW Trend Analysis ➞

Stock Chart of John Hancock Preferred Income Fund IIHPF John Hancock Preferred Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 269.407 Millions
Recent Price: 16.52    
Smart Investing & Trading Score: 68
Day Percent Change: 1.01%    
Day Change: 0.16
Week Change: 1.01%    
Year-to-date Change: 4.7%
HPF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPF to Watchlist:       View:      Get Complete HPF Trend Analysis ➞

Stock Chart of AFC Gamma, Inc.AFCG AFC Gamma, Inc.
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 269 Millions
Recent Price: 11.91    
Smart Investing & Trading Score: 83
Day Percent Change: 0.80%    
Day Change: 0.09
Week Change: 0.8%    
Year-to-date Change: -1.1%
AFCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFCG to Watchlist:       View:      Get Complete AFCG Trend Analysis ➞

Stock Chart of The Bancorp, Inc.TBBK The Bancorp, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 267.859 Millions
Recent Price: 30.87    
Smart Investing & Trading Score: 10
Day Percent Change: 0.23%    
Day Change: 0.07
Week Change: 0.23%    
Year-to-date Change: -19.9%
TBBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TBBK to Watchlist:       View:      Get Complete TBBK Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Buy-Write Income FundETB Eaton Vance Tax-Managed Buy-Write Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 267.647 Millions
Recent Price: 13.25    
Smart Investing & Trading Score: 61
Day Percent Change: 0.15%    
Day Change: 0.02
Week Change: 0.15%    
Year-to-date Change: 2.1%
ETB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETB to Watchlist:       View:      Get Complete ETB Trend Analysis ➞

Stock Chart of The Gabelli Utility TrustGUT The Gabelli Utility Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 267.447 Millions
Recent Price: 5.58    
Smart Investing & Trading Score: 70
Day Percent Change: 0.54%    
Day Change: 0.03
Week Change: 0.54%    
Year-to-date Change: 3.0%
GUT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GUT to Watchlist:       View:      Get Complete GUT Trend Analysis ➞

Stock Chart of A SPAC II Acquisition CorporationASCB A SPAC II Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 267 Millions
Recent Price: 11.14    
Smart Investing & Trading Score: 51
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.6%
ASCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASCB to Watchlist:       View:      Get Complete ASCB Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Multi-Sector Income FundERC Wells Fargo Advantage Multi-Sector Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 266.503 Millions
Recent Price: 8.92    
Smart Investing & Trading Score: 42
Day Percent Change: 0.29%    
Day Change: 0.03
Week Change: 0.29%    
Year-to-date Change: -5.5%
ERC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERC to Watchlist:       View:      Get Complete ERC Trend Analysis ➞

Stock Chart of The First Bancorp, Inc.FNLC The First Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 264.799 Millions
Recent Price: 22.55    
Smart Investing & Trading Score: 52
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -20.1%
FNLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FNLC to Watchlist:       View:      Get Complete FNLC Trend Analysis ➞

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