Mutual of America Capital Management’s Block Inc XYZ Stock Holding History

Mutual of America Capital Management’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.18M	Sell	55,014 -3,241	-6%	-$228K	0.04%	500
2026 Q1	$3.51M	Sell	58,255 -555	-0.9%	-$33.7K	0.04%	527
2025 Q4	$3.83M	Sell	58,810 -763	-1%	-$52.6K	0.04%	528
2025 Q3	$4.31M	Buy	+59,573	New	+$4.46M	0.05%	499
2020 Q2	–	Sell	-210	Closed	-$11K	–	1703
2020 Q1	$11K	Sell	210 -3,418	-94%	-$234K	﹤0.01%	1591
2019 Q4	$227K	Sell	3,628 -552	-13%	-$35.3K	﹤0.01%	1143
2019 Q3	$259K	Hold	4,180	–	–	﹤0.01%	1135
2019 Q2	$303K	Buy	+4,180	New	+$292K	﹤0.01%	1137

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Mutual of America Capital Management's XYZ Position: Q2 2026 in Review

Mutual of America Capital Management reduced its Block Inc (XYZ) stake by 5.6% in Q2 2026, selling an estimated $228K and leaving 55,014 shares worth $4.18M. The position accounts for 0.04% of the portfolio, ranked #500.

Mutual of America Capital Management first reported a position in XYZ in Q2 2019 and has held it in 8 quarters since. The position peaked at $4.31M in Q3 2025. 731 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Mutual of America Capital Management held 55,014 shares of Block Inc worth $4.18M as of Q2 2026.
Mutual of America Capital Management sold 3,241 Block Inc shares in Q2 2026, an estimated $228K.
Block Inc made up 0.04% of Mutual of America Capital Management's portfolio in Q2 2026, its #500 holding.
Mutual of America Capital Management first reported a position in Block Inc in Q2 2019 and has held it in 8 quarters since.
Mutual of America Capital Management's Block Inc position peaked at $4.31M in Q3 2025.
731 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.