CIBC Private Wealth Group’s McGrath RentCorp MGRC Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$5.67K	Sell	54 -4,180	-99%	-$453K	﹤0.01%	2593
2025 Q3	$497K	Hold	4,234	–	–	﹤0.01%	868
2025 Q2	$491K	Sell	4,234 -1	-0%	-$111	﹤0.01%	844
2025 Q1	$430K	Buy	4,235 +1	+0%	+$118	﹤0.01%	845
2024 Q4	$473K	Sell	4,234 -849	-17%	-$97.4K	﹤0.01%	882
2024 Q3	$535K	Hold	5,083	–	–	﹤0.01%	853
2024 Q2	$536K	Sell	5,083 -10	-0.2%	-$1.1K	﹤0.01%	805
2024 Q1	$615K	Buy	5,093 +10	+0.2%	+$1.21K	﹤0.01%	777
2023 Q4	$608K	Sell	5,083 -315	-6%	-$32.8K	﹤0.01%	751
2023 Q3	$541K	Buy	+5,398	New	+$526K	﹤0.01%	728
2018 Q3	–	Sell	-29,064	Closed	-$1.84M	–	1406
2018 Q2	$1.84M	Buy	+29,064	New	+$1.79M	0.01%	523

Other funds holding MGRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group's MGRC Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its McGrath RentCorp (MGRC) stake by 99% in Q4 2025, selling an estimated $453K and leaving 54 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2593.

CIBC Private Wealth Group first reported a position in MGRC in Q2 2018 and has held it in 11 quarters since. The position peaked at $1.84M in Q2 2018. 272 funds tracked by Wall St. Rank hold MGRC as of Q4 2025.

CIBC Private Wealth Group held 54 shares of McGrath RentCorp worth $5.67K as of Q4 2025.
CIBC Private Wealth Group sold 4,180 McGrath RentCorp shares in Q4 2025, an estimated $453K.
McGrath RentCorp made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2593 holding.
CIBC Private Wealth Group first reported a position in McGrath RentCorp in Q2 2018 and has held it in 11 quarters since.
CIBC Private Wealth Group's McGrath RentCorp position peaked at $1.84M in Q2 2018.
272 funds tracked by Wall St. Rank held McGrath RentCorp as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.