Pettee Investors, Inc.

Position in GS — Goldman Sachs Group Inc

CIK 1596901 ROWAYTON, CT

Position in GS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,777,466

+$617,694 QoQ

Shares Held

3,735

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.55%

of 13F equity value

Holder Rank

#1,029

of 3,113 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

Pettee Investors, Inc. holds $6,183,926 across 3 Capital Markets names. GS ranks #1 (61.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	3,735	$3,777,466
2	SCHW	Schwab Charles Corp	21,532	$1,986,757
3	LPLA	LPL Financial Holdings Inc.	1,490	$419,703

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,777,466	3,735	0.0%	Shares	Sole	2026-08-06
2026-03-31	$3,159,772	3,735	+0.3%	Shares	Sole	2026-05-04
2025-12-31	$3,272,517	3,723	0.0%	Shares	Sole	2026-02-02
2025-09-30	$2,964,811	3,723	+36.2%	Shares	Sole	2025-11-04
2025-06-30	$1,934,280	2,733	+12.8%	Shares	Sole	2025-08-01
2025-03-31	$1,323,660	2,423	+19.1%	Shares	Sole	2025-05-02
2024-12-31	$1,165,281	2,035	+2.9%	Shares	Sole	2025-02-07
2024-09-30	$979,327	1,978	0.0%	Shares	Sole	2024-11-05
2024-06-30	$894,688	1,978	-25.2%	Shares	Sole	2024-08-02
2024-03-31	$1,103,954	2,643	+1.7%	Shares	Sole	2024-05-09
2023-12-31	$1,002,230	2,598	0.0%	Shares	Sole	2024-02-07
2023-09-30	$840,634	2,598	+25.2%	Shares	Sole	2023-10-20
2023-06-30	$669,270	2,075	+1.5%	Shares	Sole	2023-08-08
2023-03-31	$668,939	2,045	-1.9%	Shares	Sole	2023-05-05
2022-12-31	$715,603	2,084	+3.9%	Shares	Sole	2023-01-25
2022-09-30	$587,565	2,005	0.0%	Shares	Sole	2022-11-09
2022-06-30	$595,525	2,005	+3.9%	Shares	Sole	2022-07-25
2022-03-31	$637,093	1,930	0.0%	Shares	Sole	2022-05-16
2021-12-31	$738,321	1,930	0.0%	Shares	Sole	2022-02-11
2021-09-30	$729,597	1,930	+1.3%	Shares	Sole	2021-11-02
2021-06-30	$723,004	1,905	+7.6%	Shares	Sole	2021-08-02
2021-03-31	$578,790	1,770	+60.9%	Shares	Sole	2021-05-03
2020-12-31	$290,081	1,100	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.