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Bay Harbor Wealth Management’s McGrath RentCorp MGRC Stock Holding History

Bay Harbor Wealth Management’s Portfolio MGRC Stock Details MGRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121 Hold
1
– – ﹤0.01% 1220
2026
Q1 		$110 Hold
1
– – ﹤0.01% 1207
2025
Q4 		$104 Hold
1
– – ﹤0.01% 1204
2025
Q3 		$117 Buy
+1
New +$121 ﹤0.01% 1148

Other funds holding MGRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bay Harbor Wealth Management's MGRC Position: Q2 2026 in Review

Bay Harbor Wealth Management held its McGrath RentCorp (MGRC) position steady in Q2 2026 at 1 share worth $121. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Bay Harbor Wealth Management first reported a position in MGRC in Q3 2025 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • Bay Harbor Wealth Management held 1 share of McGrath RentCorp worth $121 as of Q2 2026.
  • Bay Harbor Wealth Management left its McGrath RentCorp share count unchanged in Q2 2026.
  • McGrath RentCorp made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1220 holding.
  • Bay Harbor Wealth Management first reported a position in McGrath RentCorp in Q3 2025 and has held it in 4 quarters since.
  • 275 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.