Jones Financial Companies
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Jones Financial Companies’s McGrath RentCorp MGRC Stock Holding History

Jones Financial Companies’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 		$937K Buy
7,595
+470
+7% +$53.4K ﹤0.01% 1928
2026
Q1 		$784K Buy
7,125
+6,951
+3,995% +$773K ﹤0.01% 1829
2025
Q4 		$18.3K Sell
174
-86
-33% -$9.32K ﹤0.01% 2971
2025
Q3 		$30.8K Buy
260
+4
+2% +$483 ﹤0.01% 2580
2025
Q2 		$30.2K Sell
256
-27
-10% -$3K ﹤0.01% 2421
2025
Q1 		$32.1K Buy
283
+206
+268% +$24.3K ﹤0.01% 2231
2024
Q4 		$8.61K Buy
77
+36
+88% +$4.13K ﹤0.01% 2578
2024
Q3 		$4.42K Buy
+41
New +$4.35K ﹤0.01% 2480

Other funds holding MGRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
River Road Asset Management
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
Channing Capital Management
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 $3.38T AUM 44.17% 1-Year Est. Return

Jones Financial Companies's MGRC Position: Q2 2026 in Review

Jones Financial Companies increased its McGrath RentCorp (MGRC) stake by 6.6% in Q2 2026, buying an estimated $53.4K and bringing the position to 7,595 shares worth $937K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

Jones Financial Companies first reported a position in MGRC in Q3 2024 and has held it in 8 quarters since. 274 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • Jones Financial Companies held 7,595 shares of McGrath RentCorp worth $937K as of Q2 2026.
  • Jones Financial Companies bought 470 McGrath RentCorp shares in Q2 2026, an estimated $53.4K.
  • McGrath RentCorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1928 holding.
  • Jones Financial Companies first reported a position in McGrath RentCorp in Q3 2024 and has held it in 8 quarters since.
  • 274 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.