MITCHELL & PAHL PRIVATE WEALTH, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1836506 OKLAHOMA CITY, OK

Position in GS

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

Position Value

$4,504,641

+$767,058 QoQ

Shares Held

4,454

+0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.67%

of 13F equity value

Holder Rank

#971

of 3,125 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MITCHELL & PAHL PRIVATE WEALTH, LLC holds $6,986,673 across 2 Capital Markets names. GS ranks #1 (64.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc This page	4,454	$4,504,641
2	IBKR	Interactive Brokers Group, Inc.	28,516	$2,482,032

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,504,641	4,454	+0.8%	Shares	Sole	2026-07-13
2026-03-31	$3,737,583	4,418	-1.4%	Shares	Sole	2026-04-24
2025-12-31	$3,937,920	4,480	-1.7%	Shares	Sole	2026-01-14
2025-09-30	$3,628,170	4,556	-1.0%	Shares	Sole	2025-10-09
2025-06-30	$3,258,481	4,604	+2.8%	Shares	Sole	2025-07-11
2025-03-31	$2,446,832	4,479	+1.6%	Shares	Sole	2025-04-09
2024-12-31	$2,523,536	4,407	+3.7%	Shares	Sole	2025-01-16
2024-09-30	$2,104,712	4,251	+1.7%	Shares	Sole	2024-10-16
2024-06-30	$1,890,245	4,179	-0.3%	Shares	Sole	2024-07-12
2024-03-31	$1,750,121	4,190	+4.0%	Shares	Sole	2024-04-26
2023-12-31	$1,554,653	4,030	-0.8%	Shares	Sole	2024-02-09
2023-09-30	$1,314,664	4,063	+9.3%	Shares	Sole	2023-10-31
2023-06-30	$1,198,558	3,716	+6.7%	Shares	Sole	2023-08-07
2023-03-31	$1,139,324	3,483	—	Shares	Sole	2023-05-05
No filing history on record for this holder in this stock.