MITCHELL & PAHL PRIVATE WEALTH, LLC

Position in UBS — UBS Group AG

CIK 1836506 OKLAHOMA CITY, OK

Position in UBS

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

Position Value

$2,531,574

+$531,190 QoQ

Shares Held

51,081

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#247

of 758 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MITCHELL & PAHL PRIVATE WEALTH, LLC holds $8,127,217 across 4 Banks - Diversified names. UBS ranks #2 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	51,679	$2,944,669
2	UBS	UBS Group AG This page	51,081	$2,531,574
3	HSBC	Hsbc Holdings PLC	22,722	$2,160,634
4	JPM	Jpmorgan Chase & Co	1,498	$490,340

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,531,574	51,081	-0.2%	Shares	Sole	2026-07-13
2026-03-31	$2,000,384	51,200	-1.1%	Shares	Sole	2026-04-24
2025-12-31	$2,396,496	51,749	-3.6%	Shares	Sole	2026-01-14
2025-09-30	$2,200,019	53,659	-1.9%	Shares	Sole	2025-10-09
2025-06-30	$1,849,108	54,675	+1.7%	Shares	Sole	2025-07-11
2025-03-31	$1,646,546	53,756	-3.0%	Shares	Sole	2025-04-09
2024-12-31	$1,679,637	55,397	+4.1%	Shares	Sole	2025-01-16
2024-09-30	$1,645,030	53,220	-0.1%	Shares	Sole	2024-10-16
2024-06-30	$1,573,920	53,281	-1.0%	Shares	Sole	2024-07-12
2024-03-31	$1,653,381	53,821	-0.5%	Shares	Sole	2024-04-26
2023-12-31	$1,671,999	54,110	-1.2%	Shares	Sole	2024-02-09
2023-09-30	$1,349,858	54,761	+3.5%	Shares	Sole	2023-10-31
2023-06-30	$1,072,303	52,901	-0.0%	Shares	Sole	2023-08-07
2023-03-31	$1,129,206	52,915	-0.9%	Shares	Sole	2023-05-05
2022-12-31	$996,921	53,397	+0.0%	Shares	Sole	2023-02-10
2022-09-30	$774,688	53,390	+1.6%	Shares	Sole	2022-11-01
2022-06-30	$852,604	52,565	+1.9%	Shares	Sole	2022-07-25
2022-03-31	$1,008,205	51,597	+6.8%	Shares	Sole	2022-04-14
2021-12-31	$863,299	48,310	+2.4%	Shares	Sole	2022-01-19
2021-09-30	$751,650	47,155	+1.4%	Shares	Sole	2021-11-03
2021-06-30	$713,049	46,483	+3.1%	Shares	Sole	2021-07-14
2021-03-31	$700,014	45,075	+4.6%	Shares	Sole	2021-04-29
2020-12-31	$609,158	43,111	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.