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Small Cap Financials
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
BOE icon
251
BlackRock Enhanced Global Dividend Trust
BOE
$627M
$627M $11.27 1.14%
PFN icon
252
PIMCO Income Strategy Fund II
PFN
$626M
$626M $6.33 2.16%
LU icon
253
Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares)
LU
$623M
$623M $7.19 8.76%
BME icon
254
BlackRock Health Sciences Trust
BME
$619M
$619M $47.90 0.44%
BHK icon
255
BlackRock Core Bond Trust
BHK
$615M
$615M $8.52 2.29%
MUJ icon
256
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$610M
$610M $11.47 2.05%
WDI icon
257
Western Asset Diversified Income Fund
WDI
$607M
$607M $11.70 1.27%
GCBC icon
258
Greene County Bancorp
GCBC
$607M
$607M $35.64 2.14%
VMO icon
259
Invesco Municipal Opportunity Trust
VMO
$606M
$606M $8.99 1.21%
EVAC icon
260
EQV Ventures Acquisition Corp II
EVAC
$606M
$606M $10.37 0.1%
GAIN icon
261
Gladstone Investment Corp
GAIN
$600M
$600M $15.06 0.2%
BCSS icon
262
Bain Capital GSS Investment Corp
BCSS
$597M
$597M $10.22 0.1%
CIVB icon
263
Civista Bancshares
CIVB
$596M
$596M $28.79 0.07%
PDT icon
264
John Hancock Premium Dividend Fund
PDT
$591M
$591M $12.02 1.64%
CEPF icon
265
Cantor Equity Partners IV
CEPF
$590M
$590M $10.32 0.19%
UNTY icon
266
Unity Bancorp
UNTY
$588M
$588M $58.39 0.15%
CCD icon
267
Calamos Dynamic Convertible & Income Fund
CCD
$587M
$587M $20.52 1.35%
KRNY icon
268
Kearny Financial
KRNY
$587M
$587M $9.28 0.22%
PGF icon
269
Invesco Financial Preferred ETF
PGF
$587M
$587M $12.55 1.65%
NCDL icon
270
Nuveen Churchill Direct Lending
NCDL
$584M
$584M $11.90 0.17%
IGR icon
271
CBRE Global Real Estate Income Fund
IGR
$583M
$583M $11.53 1.62%
CXII icon
272
Churchill Capital Corp XII
CXII
$582M
$582M $10.48 1.06%
BWB icon
273
Bridgewater Bancshares
BWB
$578M
$578M $20.63 0.15%
SFST icon
274
Southern First Bancshares
SFST
$575M
$575M $60.55 0.44%
KIE icon
275
State Street SPDR S&P Insurance ETF
KIE
$567M
$567M $65.88 1.59%
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Small Cap Financials Stocks at a Glance

Financials companies move, lend, insure, and manage money — spanning banks, insurers, brokers, asset managers, exchanges, and consumer lenders. Profits hinge on interest-rate spreads, credit quality, and transaction volumes, so the sector tends to amplify the broader economic cycle.

There are 639 small cap Financials stocks — companies in the Financials sector with a market cap between $250M and $2B — worth a combined $432B.

The largest by market cap are Kemper (KMPR) at $1.97B, Upstart Holdings (UPST) at $1.97B and The Bancorp (TBBK) at $1.95B.

Among institutional investors, Hyperliquid Strategies Inc (PURR) drew the most net new fund positions in Q2 2026: 117 funds opened new positions, taking total fund holders up 90 (102%) quarter-over-quarter.

  • Combined market cap: $432B across 639 stocks.
  • Small Cap: market cap between $250M and $2B.
  • Largest constituent: Kemper (KMPR), $1.97B market cap.
  • Most net new fund positions in Q2 2026: Hyperliquid Strategies Inc (PURR), +90 holders.

Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.