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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%
IBTGiShares iBonds Exchange Traded Fund22.5110-0.02-1.55%
CPTCamden Property REIT95.2943-0.03-4.03%
CSWCCapital Southwest Asset Mgmt24.7881-0.044.56%
BCSABlockchain Coinvestors SPAC11.1334-0.042.39%
BHKBlackRock Core Closed-End Fund - Debt10.3125-0.05-5.55%
FHBFirst Hawaiian Regional Banks20.5320-0.05-10.19%
WIAWestern Asset Closed-End Fund - Debt7.9230-0.06-2.52%
MPVBarings Participation Closed-End Fund - Debt15.4644-0.06-0.90%
EOIEaton Vance Closed-End Fund - Equity17.8949-0.067.90%
MMDMainStay MacKay Closed-End Fund - Debt16.0713-0.06-1.11%
LMNDLemonade  Insurance Property & Casualty15.7325-0.06-2.48%
PMARInnovator S&P Exchange Traded Fund36.0231-0.061.09%
BANCBanc of California Regional Banks13.8033-0.072.76%
APAMArtisan Partners Asset Mgmt42.1630-0.07-4.57%
NUWNuveen AMT-Free Asset Mgmt13.3718-0.07-1.91%
AXPAmerican Express Credit Services217.5056-0.0816.10%
PTACohen & Steers Tax-Advantaged Preferred Securities and ome Fund Closed-End Fund - Debt18.3125-0.081.24%
CIIBlackRock Enhanced Closed-End Fund - Equity18.5018-0.08-2.66%
EBMTEagle Bancorp Regional Banks12.3928-0.08-21.53%
NXJNuveen New Asset Mgmt11.8525-0.080.59%
GDOWestern Asset Asset Mgmt11.9518-0.08-6.42%
BFEBInnovator S&P Exchange Traded Fund38.2934-0.084.53%
EVTEaton Vance Closed-End Fund - Equity22.4054-0.090.67%
CVLYCodorus Valley Regional Banks21.3518-0.09-16.93%
FMNFederated Premier Closed-End Fund - Debt10.9410-0.09-0.45%
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 iShares iBonds Dec 2026 Term Treasury ETFIBTG iShares iBonds Dec 2026 Term Treasury ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 22.51    
Smart Investing & Trading Score: 10
Day Percent Change: -0.02%    
Day Change: 0.00
Week Change: -0.11%    
Year-to-date Change: -1.6%
IBTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTG to Watchlist:       View:      Get Complete IBTG Trend Analysis ➞

Stock Chart of Camden Property TrustCPT Camden Property Trust
Sector: Financials
SubSector: REIT - Residential
MarketCap: 7535.21 Millions
Recent Price: 95.29    
Smart Investing & Trading Score: 43
Day Percent Change: -0.03%    
Day Change: -0.03
Week Change: -2.71%    
Year-to-date Change: -4.0%
CPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CPT to Watchlist:       View:      Get Complete CPT Trend Analysis ➞

Stock Chart of Capital Southwest CorporationCSWC Capital Southwest Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 213.703 Millions
Recent Price: 24.78    
Smart Investing & Trading Score: 81
Day Percent Change: -0.04%    
Day Change: -0.01
Week Change: 1.1%    
Year-to-date Change: 4.6%
CSWC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSWC to Watchlist:       View:      Get Complete CSWC Trend Analysis ➞

Stock Chart of Blockchain Coinvestors Acquisition Corp. IBCSA Blockchain Coinvestors Acquisition Corp. I
Sector: Financials
SubSector: SPAC
MarketCap: 159 Millions
Recent Price: 11.13    
Smart Investing & Trading Score: 34
Day Percent Change: -0.04%    
Day Change: 0.00
Week Change: -0.04%    
Year-to-date Change: 2.4%
BCSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCSA to Watchlist:       View:      Get Complete BCSA Trend Analysis ➞

Stock Chart of BlackRock Core Bond TrustBHK BlackRock Core Bond Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 646.607 Millions
Recent Price: 10.31    
Smart Investing & Trading Score: 25
Day Percent Change: -0.05%    
Day Change: -0.01
Week Change: -1.39%    
Year-to-date Change: -5.6%
BHK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHK to Watchlist:       View:      Get Complete BHK Trend Analysis ➞

Stock Chart of First Hawaiian, Inc.FHB First Hawaiian, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 2398.99 Millions
Recent Price: 20.53    
Smart Investing & Trading Score: 20
Day Percent Change: -0.05%    
Day Change: -0.01
Week Change: -2.66%    
Year-to-date Change: -10.2%
FHB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FHB to Watchlist:       View:      Get Complete FHB 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: 7.92    
Smart Investing & Trading Score: 30
Day Percent Change: -0.06%    
Day Change: 0.00
Week Change: -0.44%    
Year-to-date Change: -2.5%
WIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIA to Watchlist:       View:      Get Complete WIA Trend Analysis ➞

Stock Chart of Barings Participation InvestorsMPV Barings Participation Investors
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 101.207 Millions
Recent Price: 15.46    
Smart Investing & Trading Score: 44
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: -1.28%    
Year-to-date Change: -0.9%
MPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPV to Watchlist:       View:      Get Complete MPV Trend Analysis ➞

Stock Chart of Eaton Vance Enhanced Equity Income FundEOI Eaton Vance Enhanced Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 406.247 Millions
Recent Price: 17.89    
Smart Investing & Trading Score: 49
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: -1.7%    
Year-to-date Change: 7.9%
EOI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOI to Watchlist:       View:      Get Complete EOI Trend Analysis ➞

Stock Chart of MainStay MacKay DefinedTerm Municipal Opportunities FundMMD MainStay MacKay DefinedTerm Municipal Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 527.107 Millions
Recent Price: 16.07    
Smart Investing & Trading Score: 13
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: -1.05%    
Year-to-date Change: -1.1%
MMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMD to Watchlist:       View:      Get Complete MMD Trend Analysis ➞

Stock Chart of Lemonade, Inc.LMND Lemonade, Inc.
Sector: Financials
SubSector: Insurance Property & Casualty
MarketCap: 56457 Millions
Recent Price: 15.73    
Smart Investing & Trading Score: 25
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: -6.26%    
Year-to-date Change: -2.5%
LMND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LMND to Watchlist:       View:      Get Complete LMND Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   MarchPMAR Innovator S&P 500 Power Buffer ETF March
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 36.02    
Smart Investing & Trading Score: 31
Day Percent Change: -0.06%    
Day Change: -0.02
Week Change: -0.96%    
Year-to-date Change: 1.1%
PMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAR to Watchlist:       View:      Get Complete PMAR Trend Analysis ➞

Stock Chart of Banc of California, Inc.BANC Banc of California, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 459.929 Millions
Recent Price: 13.80    
Smart Investing & Trading Score: 33
Day Percent Change: -0.07%    
Day Change: -0.01
Week Change: -2.54%    
Year-to-date Change: 2.8%
BANC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BANC to Watchlist:       View:      Get Complete BANC Trend Analysis ➞

Stock Chart of Artisan Partners Asset Management Inc.APAM Artisan Partners Asset Management Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1688.33 Millions
Recent Price: 42.16    
Smart Investing & Trading Score: 30
Day Percent Change: -0.07%    
Day Change: -0.03
Week Change: -3.08%    
Year-to-date Change: -4.6%
APAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APAM to Watchlist:       View:      Get Complete APAM 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: 13.37    
Smart Investing & Trading Score: 18
Day Percent Change: -0.07%    
Day Change: -0.01
Week Change: -0.45%    
Year-to-date Change: -1.9%
NUW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUW to Watchlist:       View:      Get Complete NUW Trend Analysis ➞

Stock Chart of American Express CompanyAXP American Express Company
Sector: Financials
SubSector: Credit Services
MarketCap: 68388 Millions
Recent Price: 217.50    
Smart Investing & Trading Score: 56
Day Percent Change: -0.08%    
Day Change: -0.17
Week Change: -0.32%    
Year-to-date Change: 16.1%
AXP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AXP to Watchlist:       View:      Get Complete AXP Trend Analysis ➞

Stock Chart of Cohen & Steers Tax-Advantaged Preferred Securities and Income FundPTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 963 Millions
Recent Price: 18.31    
Smart Investing & Trading Score: 25
Day Percent Change: -0.08%    
Day Change: -0.02
Week Change: -1.69%    
Year-to-date Change: 1.2%
PTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTA to Watchlist:       View:      Get Complete PTA Trend Analysis ➞

Stock Chart of BlackRock Enhanced Capital and Income Fund, Inc.CII BlackRock Enhanced Capital and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 494.247 Millions
Recent Price: 18.50    
Smart Investing & Trading Score: 18
Day Percent Change: -0.08%    
Day Change: -0.02
Week Change: -2.14%    
Year-to-date Change: -2.7%
CII Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CII to Watchlist:       View:      Get Complete CII 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: 12.39    
Smart Investing & Trading Score: 28
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: -0.16%    
Year-to-date Change: -21.5%
EBMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EBMT to Watchlist:       View:      Get Complete EBMT Trend Analysis ➞

Stock Chart of Nuveen New Jersey Quality Municipal Income FundNXJ Nuveen New Jersey Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 501.803 Millions
Recent Price: 11.85    
Smart Investing & Trading Score: 25
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: -0.75%    
Year-to-date Change: 0.6%
NXJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXJ to Watchlist:       View:      Get Complete NXJ Trend Analysis ➞

Stock Chart of Western Asset Global Corporate Defined Opportunity Fund Inc.GDO Western Asset Global Corporate Defined Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 194.203 Millions
Recent Price: 11.95    
Smart Investing & Trading Score: 18
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: -1.24%    
Year-to-date Change: -6.4%
GDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDO to Watchlist:       View:      Get Complete GDO Trend Analysis ➞

Stock Chart of Innovator S&P 500 Buffer ETF   FebruaryBFEB Innovator S&P 500 Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 38.29    
Smart Investing & Trading Score: 34
Day Percent Change: -0.08%    
Day Change: -0.03
Week Change: -1.37%    
Year-to-date Change: 4.5%
BFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFEB to Watchlist:       View:      Get Complete BFEB Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Dividend Income FundEVT Eaton Vance Tax-Advantaged Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 979.647 Millions
Recent Price: 22.40    
Smart Investing & Trading Score: 54
Day Percent Change: -0.09%    
Day Change: -0.02
Week Change: -1.93%    
Year-to-date Change: 0.7%
EVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVT to Watchlist:       View:      Get Complete EVT Trend Analysis ➞

Stock Chart of Codorus Valley Bancorp, Inc.CVLY Codorus Valley Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 173.799 Millions
Recent Price: 21.35    
Smart Investing & Trading Score: 18
Day Percent Change: -0.09%    
Day Change: -0.02
Week Change: -0.09%    
Year-to-date Change: -16.9%
CVLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CVLY to Watchlist:       View:      Get Complete CVLY Trend Analysis ➞

Stock Chart of Federated Premier Municipal Income FundFMN Federated Premier Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 132.407 Millions
Recent Price: 10.94    
Smart Investing & Trading Score: 10
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: -0.27%    
Year-to-date Change: -0.5%
FMN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMN to Watchlist:       View:      Get Complete FMN Trend Analysis ➞

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