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MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

Position in HRB — H&R Block Inc

CIK 922127 New York, NY

Position in HRB

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,791,702
+$249,869 QoQ
Shares Held
47,051
-3.1% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#166
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HRB Over Time

Shares Held

Position Value (USD)

Position in Personal Services

Consumer Cyclical · as of Jun 30, 2026

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC holds $9,404,964 across 5 Personal Services names. HRB ranks #3 (19.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 HRB
H&R Block Inc
This page
47,051 $1,791,702

All Filings in HRB

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,791,702 47,051
2026-03-31 $1,541,833 48,577
2025-12-31 $2,292,961 52,615
2025-09-30 $3,126,692 61,829
2025-06-30 $3,654,466 66,578
2025-03-31 $3,782,804 68,891
2024-12-31 $3,825,298 72,394
2024-09-30 $4,794,529 75,445
2024-06-30 $4,332,326 79,888
2024-03-31 $4,082,759 83,135
2023-12-31 $4,311,508 89,136
2023-09-30 $4,266,600 99,085
2023-06-30 $3,521,029 110,481
2023-03-31 $4,321,509 122,596
2022-12-31 $4,664,225 127,752
2022-09-30 $5,453,840 128,205
2022-06-30 $4,715,396 133,505
2022-03-31 $3,907,249 150,048
2021-12-31 $3,701,582 157,113
2021-09-30 $3,926,350 157,054
2021-06-30 $3,636,793 154,889
2021-03-31 $3,609,687 165,582
2020-12-31 $2,737,610 172,611
2020-09-30 $2,958,720 181,628
2020-06-30 $381,133 26,690
2020-03-31 $375,879 26,696