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 Q2	$2.18K	Sell	18 -4	-18%	-$454	﹤0.01%	4199
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	–	2988
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

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

IFP Advisors's MGRC Position: Q2 2026 in Review

IFP Advisors reduced its McGrath RentCorp (MGRC) stake by 18% in Q2 2026, selling an estimated $454 and leaving 18 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #4199.

IFP Advisors first reported a position in MGRC in Q2 2016 and has held it in 17 quarters since. The position peaked at $11K in Q4 2025. 275 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

IFP Advisors held 18 shares of McGrath RentCorp worth $2.18K as of Q2 2026.
IFP Advisors sold 4 McGrath RentCorp shares in Q2 2026, an estimated $454.
McGrath RentCorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4199 holding.
IFP Advisors first reported a position in McGrath RentCorp in Q2 2016 and has held it in 17 quarters since.
IFP Advisors's McGrath RentCorp position peaked at $11K in Q4 2025.
275 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.