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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 19, 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 36 and hence an improvement of trend.

 Year To Date Performance: 5.93 %
 Weekly Performance: -0.57 %
 Daily Performance: 0.35 %
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 PriceSmart Investing & Trading ScoreChange %YTD Change%
PMAYInnovator S&P Exchange Traded Fund32.57700.183.56%
BFACBattery Future SPAC11.09660.182.21%
PNFPPinnacle  Regional Banks78.46100.17-10.04%
NMRNomura  Brokerage5.87480.1730.16%
FRPHFRP  Property Mgmt29.38100.17-53.28%
MLPMaui Land Real Estatet19.27250.1621.27%
NRIMNorthrim BanCorp Regional Banks45.07170.16-21.22%
FTFranklin Universal Closed-End Fund - Debt6.45320.16-3.01%
EADWells Fargo Asset Mgmt6.34250.16-2.76%
JPINuveen Preferred Closed-End Fund - Debt18.80360.162.84%
HWCHancock Whitney Regional Banks42.73280.16-12.06%
OXLCMOxford Lane Asset Mgmt24.96450.160.24%
IJANInnovator MSCI Exchange Traded Fund30.54440.160.33%
MEGIMainStay CBRE Closed-End Fund - Equity11.53170.16-11.19%
BSBKBogota  Banks Regional6.72370.15-16.42%
HYBNew America Closed-End Fund - Debt7.04250.140.00%
TFCTruist  Regional Banks35.71270.14-3.28%
CIVBCivista Bancshares Regional Banks14.31300.14-22.40%
KAPRInnovator Russell Exchange Traded Fund29.65410.141.47%
SPXXNuveen S&P Closed-End Fund - Equity15.08180.130.27%
BCSFBain Capital Asset Mgmt15.67510.133.98%
SIXA6 Meridian Exchange Traded Fund39.70480.138.12%
VMCAValuence Merger SPAC11.44830.132.65%
FCNCAFirst Citizens Regional Banks1551.91510.129.37%
RYRoyal Bank Banks96.90400.12-4.18%
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 5.93% and is currently outperforming the overall market by 1.74% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 56
YTD Performance: 5.93%
**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 [390%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[62%] Yiren Digital[55%]
Fidelis Insurance[53%] First [51%] Banco BBVA[48%]
EverQuote [48%] Heritage Insurance[46%] Mercury General[41%]
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
Macatawa Bank[44.4%] Medical Properties[25.1%] Globe Life[10%]
James River[8.9%] GoHealth [7.5%] Victory Capital[6.9%]
Bancorp [5.4%] Huize Holding[5.3%] Green Dot[5.3%]
LCNB [5.2%] ESSA Bancorp[4.9%] Morgan Stanley[4.7%]
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[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-57%] Hywin [-56%] Fathom [-56%]
FRP [-53%] AlTi Global[-50%] Fanhua [-49%]
C&F [-48%] eHealth [-47%] Globe Life[-47%]
.
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
Medical Properties[100] Victory Capital[100] TCG BDC[100]
Macatawa Bank[100] Stellus Capital[100] Goldman Sachs[100]
Angel Oak[95] HDFC Bank[93] Charles Schwab[93]
Fidus [93] Western Asset[93] BlackRock MuniYield[93]
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  39.83560.35-0.575.93%
IAIBroker-Dealers & Secs 110.51560.14-0.291.82%
IYFFinancials  90.04560.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.33480.45-0.44.77%
VFHFinancials  96.40560.39-0.84.49%
KBEBank  43.40300.70-0.89-5.69%
FASFinancial Bull 3X 94.14561.00-2.1613.9%
FAZFinancial Bear 3X 11.6640-0.852.19-14.7%
UYGFinancials  60.75560.70-1.1710.05%
IATRegional Banks  39.74270.28-1.73-5.02%
KIEInsurance  48.28511.17-0.086.77%
PSCFSmallCap Financials  44.7615-0.22-1.43-8.99%
EUFNEurope Financials  21.87560.28-0.094.34%
PGFFinancial Preferred  14.4510-0.28-1.57-0.89%
 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 Innovator S&P 500 Power Buffer ETF   MayPMAY Innovator S&P 500 Power Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 32.57    
Smart Investing & Trading Score: 70
Day Percent Change: 0.18%    
Day Change: 0.06
Week Change: 0.06%    
Year-to-date Change: 3.6%
PMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAY to Watchlist:       View:      Get Complete PMAY Trend Analysis ➞

Stock Chart of Battery Future Acquisition Corp.BFAC Battery Future Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 213 Millions
Recent Price: 11.09    
Smart Investing & Trading Score: 66
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: 0.09%    
Year-to-date Change: 2.2%
BFAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFAC to Watchlist:       View:      Get Complete BFAC Trend Analysis ➞

Stock Chart of Pinnacle Financial Partners, Inc.PNFP Pinnacle Financial Partners, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 2771.75 Millions
Recent Price: 78.46    
Smart Investing & Trading Score: 10
Day Percent Change: 0.17%    
Day Change: 0.13
Week Change: -1.86%    
Year-to-date Change: -10.0%
PNFP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNFP to Watchlist:       View:      Get Complete PNFP Trend Analysis ➞

Stock Chart of Nomura Holdings, Inc.NMR Nomura Holdings, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 15277 Millions
Recent Price: 5.87    
Smart Investing & Trading Score: 48
Day Percent Change: 0.17%    
Day Change: 0.01
Week Change: -3.93%    
Year-to-date Change: 30.2%
NMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMR to Watchlist:       View:      Get Complete NMR Trend Analysis ➞

Stock Chart of FRP Holdings, Inc.FRPH FRP Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 374.442 Millions
Recent Price: 29.38    
Smart Investing & Trading Score: 10
Day Percent Change: 0.17%    
Day Change: 0.05
Week Change: -51.2%    
Year-to-date Change: -53.3%
FRPH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRPH to Watchlist:       View:      Get Complete FRPH Trend Analysis ➞

Stock Chart of Maui Land & Pineapple Company, Inc.MLP Maui Land & Pineapple Company, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 186.619 Millions
Recent Price: 19.27    
Smart Investing & Trading Score: 25
Day Percent Change: 0.16%    
Day Change: 0.03
Week Change: -1.78%    
Year-to-date Change: 21.3%
MLP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MLP to Watchlist:       View:      Get Complete MLP Trend Analysis ➞

Stock Chart of Northrim BanCorp, Inc.NRIM Northrim BanCorp, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 147.629 Millions
Recent Price: 45.07    
Smart Investing & Trading Score: 17
Day Percent Change: 0.16%    
Day Change: 0.07
Week Change: -0.51%    
Year-to-date Change: -21.2%
NRIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NRIM to Watchlist:       View:      Get Complete NRIM Trend Analysis ➞

Stock Chart of Franklin Universal TrustFT Franklin Universal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.907 Millions
Recent Price: 6.45    
Smart Investing & Trading Score: 32
Day Percent Change: 0.16%    
Day Change: 0.01
Week Change: -0.77%    
Year-to-date Change: -3.0%
FT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FT to Watchlist:       View:      Get Complete FT 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: 6.34    
Smart Investing & Trading Score: 25
Day Percent Change: 0.16%    
Day Change: 0.01
Week Change: -0.63%    
Year-to-date Change: -2.8%
EAD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EAD to Watchlist:       View:      Get Complete EAD 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: 18.80    
Smart Investing & Trading Score: 36
Day Percent Change: 0.16%    
Day Change: 0.03
Week Change: -0.16%    
Year-to-date Change: 2.8%
JPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPI to Watchlist:       View:      Get Complete JPI Trend Analysis ➞

Stock Chart of Hancock Whitney CorporationHWC Hancock Whitney Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1438.55 Millions
Recent Price: 42.73    
Smart Investing & Trading Score: 28
Day Percent Change: 0.16%    
Day Change: 0.07
Week Change: 0.4%    
Year-to-date Change: -12.1%
HWC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HWC to Watchlist:       View:      Get Complete HWC Trend Analysis ➞

Stock Chart of Oxford Lane Capital Corp.OXLCM Oxford Lane Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 672.603 Millions
Recent Price: 24.96    
Smart Investing & Trading Score: 45
Day Percent Change: 0.16%    
Day Change: 0.04
Week Change: -0.42%    
Year-to-date Change: 0.2%
OXLCM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXLCM to Watchlist:       View:      Get Complete OXLCM Trend Analysis ➞

Stock Chart of Innovator MSCI EAFE Power Buffer ETF JanuaryIJAN Innovator MSCI EAFE Power Buffer ETF January
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.54    
Smart Investing & Trading Score: 44
Day Percent Change: 0.16%    
Day Change: 0.05
Week Change: -0.91%    
Year-to-date Change: 0.3%
IJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IJAN to Watchlist:       View:      Get Complete IJAN Trend Analysis ➞

Stock Chart of MainStay CBRE Global Infrastructure Megatrends FundMEGI MainStay CBRE Global Infrastructure Megatrends Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 713 Millions
Recent Price: 11.53    
Smart Investing & Trading Score: 17
Day Percent Change: 0.16%    
Day Change: 0.02
Week Change: -2.22%    
Year-to-date Change: -11.2%
MEGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MEGI to Watchlist:       View:      Get Complete MEGI Trend Analysis ➞

Stock Chart of Bogota Financial Corp.BSBK Bogota Financial Corp.
Sector: Financials
SubSector: Banks Regional
MarketCap: 12157 Millions
Recent Price: 6.72    
Smart Investing & Trading Score: 37
Day Percent Change: 0.15%    
Day Change: 0.01
Week Change: 2.44%    
Year-to-date Change: -16.4%
BSBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSBK to Watchlist:       View:      Get Complete BSBK Trend Analysis ➞

Stock Chart of The New America High Income Fund Inc.HYB The New America High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 141.107 Millions
Recent Price: 7.04    
Smart Investing & Trading Score: 25
Day Percent Change: 0.14%    
Day Change: 0.01
Week Change: -1.26%    
Year-to-date Change: 0.0%
HYB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYB to Watchlist:       View:      Get Complete HYB Trend Analysis ➞

Stock Chart of Truist Financial CorporationTFC Truist Financial Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 44928.5 Millions
Recent Price: 35.71    
Smart Investing & Trading Score: 27
Day Percent Change: 0.14%    
Day Change: 0.05
Week Change: -2.88%    
Year-to-date Change: -3.3%
TFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TFC to Watchlist:       View:      Get Complete TFC Trend Analysis ➞

Stock Chart of Civista Bancshares, Inc.CIVB Civista Bancshares, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 255.929 Millions
Recent Price: 14.31    
Smart Investing & Trading Score: 30
Day Percent Change: 0.14%    
Day Change: 0.02
Week Change: -0.21%    
Year-to-date Change: -22.4%
CIVB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIVB to Watchlist:       View:      Get Complete CIVB Trend Analysis ➞

Stock Chart of Innovator Russell 2000 Power Buffer ETF   AprilKAPR Innovator Russell 2000 Power Buffer ETF April
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.65    
Smart Investing & Trading Score: 41
Day Percent Change: 0.14%    
Day Change: 0.04
Week Change: -1.56%    
Year-to-date Change: 1.5%
KAPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KAPR to Watchlist:       View:      Get Complete KAPR Trend Analysis ➞

Stock Chart of Nuveen S&P 500 Dynamic Overwrite FundSPXX Nuveen S&P 500 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 167.747 Millions
Recent Price: 15.08    
Smart Investing & Trading Score: 18
Day Percent Change: 0.13%    
Day Change: 0.02
Week Change: -1.37%    
Year-to-date Change: 0.3%
SPXX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPXX to Watchlist:       View:      Get Complete SPXX Trend Analysis ➞

Stock Chart of Bain Capital Specialty Finance, Inc.BCSF Bain Capital Specialty Finance, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 562.203 Millions
Recent Price: 15.67    
Smart Investing & Trading Score: 51
Day Percent Change: 0.13%    
Day Change: 0.02
Week Change: -0.25%    
Year-to-date Change: 4.0%
BCSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCSF to Watchlist:       View:      Get Complete BCSF Trend Analysis ➞

Stock Chart of 6 Meridian Mega Cap Equity ETFSIXA 6 Meridian Mega Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 39.70    
Smart Investing & Trading Score: 48
Day Percent Change: 0.13%    
Day Change: 0.05
Week Change: -0.5%    
Year-to-date Change: 8.1%
SIXA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXA to Watchlist:       View:      Get Complete SIXA Trend Analysis ➞

Stock Chart of Valuence Merger Corp. IVMCA Valuence Merger Corp. I
Sector: Financials
SubSector: SPAC
MarketCap: 295 Millions
Recent Price: 11.44    
Smart Investing & Trading Score: 83
Day Percent Change: 0.13%    
Day Change: 0.02
Week Change: 0.13%    
Year-to-date Change: 2.7%
VMCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VMCA to Watchlist:       View:      Get Complete VMCA Trend Analysis ➞

Stock Chart of First Citizens BancShares, Inc.FCNCA First Citizens BancShares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 3157.19 Millions
Recent Price: 1551.91    
Smart Investing & Trading Score: 51
Day Percent Change: 0.12%    
Day Change: 1.91
Week Change: -3.07%    
Year-to-date Change: 9.4%
FCNCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCNCA to Watchlist:       View:      Get Complete FCNCA Trend Analysis ➞

Stock Chart of Royal Bank of CanadaRY Royal Bank of Canada
Sector: Financials
SubSector: Money Center Banks
MarketCap: 87565.4 Millions
Recent Price: 96.90    
Smart Investing & Trading Score: 40
Day Percent Change: 0.12%    
Day Change: 0.12
Week Change: -3.45%    
Year-to-date Change: -4.2%
RY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RY to Watchlist:       View:      Get Complete RY Trend Analysis ➞

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