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JFS Wealth Advisors’s McGrath RentCorp MGRC Stock Holding History

JFS Wealth 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 		$1.82K Hold
15
– – ﹤0.01% 1641
2026
Q1 		$1.66K Sell
15
-2
-12% -$222 ﹤0.01% 1561
2025
Q4 		$1.78K Buy
17
+7
+70% +$759 ﹤0.01% 1583
2025
Q3 		$1.17K Sell
10
-1
-9% -$121 ﹤0.01% 1585
2025
Q2 		$1.28K Buy
11
+1
+10% +$111 ﹤0.01% 1513
2025
Q1 		$1.11K Hold
10
– – ﹤0.01% 1623
2024
Q4 		$1.12K Sell
10
-4
-29% -$459 ﹤0.01% 1655
2024
Q3 		$1.47K Hold
14
– – ﹤0.01% 1593
2024
Q2 		$1.49K Hold
14
– – ﹤0.01% 1543
2024
Q1 		$1.73K Hold
14
– – ﹤0.01% 1499
2023
Q4 		$1.68K Buy
14
+2
+17% +$208 ﹤0.01% 1505
2023
Q3 		$1.2K Buy
12
+2
+20% +$195 ﹤0.01% 1541
2023
Q2 		$925 Hold
10
– – ﹤0.01% 1632
2023
Q1 		$934 Hold
10
– – ﹤0.01% 1603
2022
Q4 		$987 Buy
10
+2
+25% +$187 ﹤0.01% 1608
2022
Q3 		$1K Hold
8
– – ﹤0.01% 1591
2022
Q2 		$1K Buy
8
+1
+14% +$81 ﹤0.01% 1583
2022
Q1 		$1K Buy
7
+5
+250% +$397 ﹤0.01% 1682
2021
Q4 		$0 Buy
+2
New +$154 ﹤0.01% 1818

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

JFS Wealth Advisors's MGRC Position: Q2 2026 in Review

JFS Wealth Advisors held its McGrath RentCorp (MGRC) position steady in Q2 2026 at 15 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

JFS Wealth Advisors first reported a position in MGRC in Q4 2021 and has held it in 19 quarters since. 275 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • JFS Wealth Advisors held 15 shares of McGrath RentCorp worth $1.82K as of Q2 2026.
  • JFS Wealth Advisors left its McGrath RentCorp share count unchanged in Q2 2026.
  • McGrath RentCorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1641 holding.
  • JFS Wealth Advisors first reported a position in McGrath RentCorp in Q4 2021 and has held it in 19 quarters since.
  • 275 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.