Ratings by Wells Fargo (Finan O'Shea)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
3/2/2026 Morgan Stanley Direct Lending MSDL Maintain Equal Weight
(Equal Weight)
 
 
  Details
2/27/2026 FS KKR Group FSK Maintain Equal Weight
(Equal Weight)
 
 
  Details
1/7/2026 Blackstone Secured Lending Fund BXSL Downgrade Underweight
(Equal Weight)
26.57
(23.82)
-10.35% Details
1/7/2026 Morgan Stanley Direct Lending MSDL Downgrade Equal Weight
(Overweight)
16.75
(14.76)
-11.88% Details
11/11/2025 Blackstone Secured Lending Fund BXSL Maintain Equal Weight
(Equal Weight)
 
 
  Details
10/6/2025 Morgan Stanley Direct Lending MSDL Upgrade Overweight
(Equal Weight)
16.30
(14.76)
-9.45% Details
10/6/2025 FS KKR Group FSK Upgrade Equal Weight
(Underweight)
14.96
(10.69)
-28.54% Details
8/8/2025 FS KKR Group FSK Maintain Underweight
(Underweight)
 
 
  Details
8/7/2025 Blackstone Secured Lending Fund BXSL Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/8/2025 Blackstone Secured Lending Fund BXSL Maintain Equal Weight
(Equal Weight)
 
 
  Details
3/17/2025 FS KKR Group FSK Downgrade Underweight
(Equal Weight)
21.44
(10.69)
-50.14% Details
1/29/2025 Blackstone Secured Lending Fund BXSL Maintain Equal Weight
(Equal Weight)
 
 
  Details
12/2/2024 Blackstone Secured Lending Fund BXSL Downgrade Equal Weight
(Overweight)
32.58
(23.82)
-26.89% Details
12/2/2024 FS KKR Group FSK Downgrade Equal Weight
(Overweight)
22.22
(10.69)
-51.89% Details
11/8/2024 FS KKR Group FSK Maintain Overweight
(N/A)
 
 
  Details
10/29/2024 FS KKR Group FSK Maintain Overweight
(N/A)
 
 
  Details
8/8/2024 FS KKR Group FSK Maintain Overweight
(N/A)
 
 
  Details
8/8/2024 Blackstone Secured Lending Fund BXSL Maintain Overweight
(N/A)
 
 
  Details
7/26/2024 FS KKR Group FSK Maintain Overweight
(N/A)
 
 
  Details
5/29/2024 FS KKR Group FSK Upgrade Overweight
(Equal Weight)
20.12
(10.69)
-46.87% Details
4/29/2024 FS KKR Group FSK Maintain Equal Weight
(N/A)
 
 
  Details
4/29/2024 Blackstone Secured Lending Fund BXSL Maintain Overweight
(N/A)
 
 
  Details
2/28/2024 FS KKR Group FSK Maintain Equal Weight
(N/A)
 
 
  Details
1/29/2024 FS KKR Group FSK Maintain Equal Weight
(N/A)
 
 
  Details
1/29/2024 Blackstone Secured Lending Fund BXSL Maintain Overweight
(N/A)
 
 
  Details
7/19/2023 FS KKR Group FSK Maintain Equal Weight
(N/A)
 
 
  Details
7/19/2023 Blackstone Secured Lending Fund BXSL Maintain Overweight
(N/A)
 
 
  Details
5/11/2023 Blackstone Secured Lending Fund BXSL Maintain Overweight
(N/A)
 
 
  Details
5/9/2023 FS KKR Group FSK Maintain Equal Weight
(N/A)
 
 
  Details
4/18/2023 FS KKR Group FSK Maintain Equal Weight
(N/A)
 
 
  Details
4/18/2023 Blackstone Secured Lending Fund BXSL Maintain Overweight
(N/A)
 
 
  Details
3/1/2023 FS KKR Group FSK Maintain Equal Weight
(N/A)
 
 
  Details
11/9/2022 FS KKR Group FSK Maintain Equal Weight
(N/A)
 
 
  Details
10/24/2022 FS KKR Group FSK Maintain Equal Weight
(N/A)
 
 
  Details
10/24/2022 Blackstone Secured Lending Fund BXSL Maintain Overweight
(N/A)
 
 
  Details
8/12/2022 Blackstone Secured Lending Fund BXSL Maintain Overweight
(N/A)
 
 
  Details
7/25/2022 FS KKR Group FSK Maintain Equal Weight
(N/A)
 
 
  Details
7/25/2022 Blackstone Secured Lending Fund BXSL Maintain Overweight
(N/A)
 
 
  Details
5/13/2022 Blackstone Secured Lending Fund BXSL Maintain Overweight
(N/A)
 
 
  Details
5/11/2022 FS KKR Group FSK Maintain Equal Weight
(N/A)
 
 
  Details
4/25/2022 FS KKR Group FSK Maintain Equal Weight
(N/A)
 
 
  Details
3/2/2022 Blackstone Secured Lending Fund BXSL Upgrade Overweight
(Equal Weight)
28.89
(23.82)
-17.55% Details
3/2/2022 FS KKR Group FSK Upgrade Equal Weight
(Underweight)
21.70
(10.69)
-50.74% Details
2/2/2022 FS KKR Group FSK Maintain Underweight
(N/A)
 
 
  Details
11/10/2021 FS KKR Group FSK Maintain Underweight
(N/A)
 
 
  Details
10/25/2021 FS KKR Group FSK Maintain Underweight
(N/A)
 
 
  Details
5/12/2021 FS KKR Group FSK Maintain Underweight
(N/A)
 
 
  Details
3/3/2021 FS KKR Group FSK Maintain Underweight
(N/A)
 
 
  Details
12/16/2020 FS KKR Group FSK Maintain Underweight
(N/A)
 
 
  Details
11/12/2020 FS KKR Group FSK Downgrade Underweight
(Equal Weight)
16.64
(10.69)
-35.76% Details