Ratings by Wells Fargo (Daniel Welden)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/1/2026 | Tradeweb Markets | TW | New Coverage | Overweight (N/A) |
100.84 (103.65) |
2.79% | Details | |
| 10/1/2026 | Apollo Global Management | APO | New Coverage | Equal Weight (N/A) |
116.06 (114.60) |
-1.26% | Details | |
| 10/1/2026 | KKR | KKR | New Coverage | Equal Weight (N/A) |
91.30 (90.85) |
-0.49% | Details | |
| 10/1/2026 | The Carlyle Group LP | CG | New Coverage | Equal Weight (N/A) |
39.66 (40.18) |
1.31% | Details | |
| 10/1/2026 | Pershing Square Inc | PS | New Coverage | Underweight (N/A) |
55.94 (51.83) |
-7.35% | Details | |
| 10/1/2026 | Blue Owl Capital | OWL | New Coverage | Equal Weight (N/A) |
9.09 (9.08) |
-0.11% | Details | |
| 10/1/2026 | Ares Management, L.P. | ARES | New Coverage | Overweight (N/A) |
116.17 (117.58) |
1.21% | Details | |
| 10/1/2026 | The Blackstone Group | BX | New Coverage | Equal Weight (N/A) |
112.09 (113.34) |
1.12% | Details | |
| 10/1/2026 | Brookfield Asset Management | BAM | New Coverage | Overweight (N/A) |
44.58 (44.71) |
0.29% | Details | |
| 10/1/2026 | Hamilton Lane Inc. | HLNE | New Coverage | Overweight (N/A) |
86.86 (89.15) |
2.64% | Details | |
| 10/1/2026 | TPG Inc. | TPG | New Coverage | Equal Weight (N/A) |
44.13 (44.73) |
1.36% | Details | |
| 10/1/2026 | BlackRock | BLK | New Coverage | Overweight (N/A) |
1058.29 (1068.67) |
0.98% | Details | |
| 10/1/2026 | Coinbase | COIN | New Coverage | Equal Weight (N/A) |
186.41 (184.86) |
-0.83% | Details | |
| 10/1/2026 | Charles Schwab Corp. | SCHW | New Coverage | Equal Weight (N/A) |
97.74 (96.85) |
-0.91% | Details | |
| 10/1/2026 | StepStone Group | STEP | New Coverage | Overweight (N/A) |
43.40 (45.18) |
4.1% | Details | |
| 10/1/2026 | Interactive Brokers Group | IBKR | New Coverage | Overweight (N/A) |
85.42 (88.22) |
3.28% | Details | |
| 10/1/2026 | Wealthfront Corporation | WLTH | New Coverage | Overweight (N/A) |
10.38 (10.26) |
-1.16% | Details | |
| 10/1/2026 | LPL Financial Holdings | LPLA | New Coverage | Overweight (N/A) |
305.80 (312.89) |
2.32% | Details | |
| 10/1/2026 | Raymond James | RJF | New Coverage | Equal Weight (N/A) |
157.48 (157.15) |
-0.21% | Details | |
| 10/1/2026 | SEI Investments | SEIC | New Coverage | Overweight (N/A) |
102.66 (103.72) |
1.03% | Details | |
| 10/1/2026 | Robinhood Markets | HOOD | New Coverage | Equal Weight (N/A) |
112.50 (114.81) |
2.05% | Details | |
| 10/1/2026 | Nasdaq OMX Group Inc. | NDAQ | New Coverage | Equal Weight (N/A) |
92.01 (90.42) |
-1.73% | Details | |
| 10/1/2026 | Bullish | BLSH | New Coverage | Equal Weight (N/A) |
34.89 (34.75) |
-0.4% | Details | |
| 10/1/2026 | Intercontinental Exchange | ICE | New Coverage | Underweight (N/A) |
152.03 (149.88) |
-1.41% | Details | |
| 10/1/2026 | CME Group | CME | New Coverage | Overweight (N/A) |
261.98 (261.54) |
-0.17% | Details | |
| 10/1/2026 | CBOE Holdings | CBOE | New Coverage | Equal Weight (N/A) |
275.29 (272.76) |
-0.92% | Details |
