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IFP Advisors’s McGrath RentCorp MGRC Stock Holding History

IFP Advisors’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
Q1 		$2.43K Sell
22
-83
-79% -$9.22K ﹤0.01% 3890
2025
Q4 		$11K Buy
105
+77
+275% +$8.35K ﹤0.01% 3011
2025
Q3 		$3.28K Buy
+28
New +$3.38K ﹤0.01% 3468
2025
Q2 		– Sell
-5
Closed -$555 – 3363
2025
Q1 		$557 Hold
5
– – ﹤0.01% 3439
2024
Q4 		$559 Buy
+5
New +$574 ﹤0.01% 3392
2019
Q1 		– Sell
-100
Closed -$5K – 2996
2018
Q4 		$5K Hold
100
– – ﹤0.01% 2849
2018
Q3 		$5K Hold
100
– – ﹤0.01% 3212
2018
Q2 		$6K Hold
100
– – ﹤0.01% 3169
2018
Q1 		$5K Hold
100
– – ﹤0.01% 3180
2017
Q4 		$5K Hold
100
– – ﹤0.01% 3227
2017
Q3 		$4K Hold
100
– – ﹤0.01% 3517
2017
Q2 		$3K Hold
100
– – ﹤0.01% 3627
2017
Q1 		$3K Hold
100
– – ﹤0.01% 3538
2016
Q4 		$4K Hold
100
– – ﹤0.01% 3402
2016
Q3 		$3K Hold
100
– – ﹤0.01% 3459
2016
Q2 		$3K Buy
+100
New +$2.7K ﹤0.01% 3349

Other funds holding MGRC

RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return