LPL Financial
MGRC icon

LPL Financial’s McGrath RentCorp MGRC Stock Holding History

LPL Financial’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 		$721K Buy
5,954
+57
+1% +$6.47K ﹤0.01% 4716
2026
Q1 		$650K Sell
5,897
-1,520
-20% -$169K ﹤0.01% 4538
2025
Q4 		$778K Buy
7,417
+4,066
+121% +$441K ﹤0.01% 4321
2025
Q3 		$393K Buy
+3,351
New +$404K ﹤0.01% 4832

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

LPL Financial's MGRC Position: Q2 2026 in Review

LPL Financial increased its McGrath RentCorp (MGRC) stake by 0.97% in Q2 2026, buying an estimated $6.47K and bringing the position to 5,954 shares worth $721K. The position accounts for ﹤0.01% of the portfolio, ranked #4716.

LPL Financial first reported a position in MGRC in Q3 2025 and has held it in 4 quarters since. The position peaked at $778K in Q4 2025. 275 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • LPL Financial held 5,954 shares of McGrath RentCorp worth $721K as of Q2 2026.
  • LPL Financial bought 57 McGrath RentCorp shares in Q2 2026, an estimated $6.47K.
  • McGrath RentCorp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4716 holding.
  • LPL Financial first reported a position in McGrath RentCorp in Q3 2025 and has held it in 4 quarters since.
  • LPL Financial's McGrath RentCorp position peaked at $778K in Q4 2025.
  • 275 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.