MITCHELL & PAHL PRIVATE WEALTH, LLC

Position in BLK — BlackRock, Inc.

CIK 1836506 OKLAHOMA CITY, OK

Position in BLK

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,725,061

+$65,933 QoQ

Shares Held

2,834

+2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#824

of 2,275 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MITCHELL & PAHL PRIVATE WEALTH, LLC holds $5,126,483 across 3 Asset Management names. BLK ranks #1 (53.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	2,834	$2,725,061
2	BX	Blackstone Inc.	11,144	$1,311,314
3	APO	Apollo Global Management, Inc.	9,214	$1,090,108

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,725,061	2,834	+2.5%	Shares	Sole	2026-07-13
2026-03-31	$2,659,128	2,765	+1.3%	Shares	Sole	2026-04-24
2025-12-31	$2,922,028	2,730	-1.4%	Shares	Sole	2026-01-14
2025-09-30	$3,228,294	2,769	-0.8%	Shares	Sole	2025-10-09
2025-06-30	$2,927,407	2,790	+3.5%	Shares	Sole	2025-07-11
2025-03-31	$2,550,763	2,695	-0.4%	Shares	Sole	2025-04-09
2024-12-31	$2,773,947	2,706	—	Shares	Sole	2025-01-16
No filing history on record for this holder in this stock.