PFS
MGRC icon

Prospera Financial Services’s McGrath RentCorp MGRC Stock Holding History

Prospera Financial Services’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
2025
Q4 		– Sell
-2,023
Closed -$237K – 1408
2025
Q3 		$237K Buy
2,023
+68
+3% +$8.21K ﹤0.01% 1229
2025
Q2 		$227K Hold
1,955
– – ﹤0.01% 1223
2025
Q1 		$218K Buy
+1,955
New +$231K 0.01% 1100

Other funds holding MGRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prospera Financial Services's MGRC Position: Q4 2025 in Review

Prospera Financial Services sold out of McGrath RentCorp (MGRC) in Q4 2025, closing a stake of 2,023 shares — an estimated $237K sold.

Prospera Financial Services first reported a position in MGRC in Q1 2025 and held it in 3 quarters. The position peaked at $237K in Q3 2025. 272 funds tracked by Wall St. Rank hold MGRC as of Q4 2025.

  • Prospera Financial Services reported no remaining McGrath RentCorp position as of Q4 2025 after selling out during the quarter.
  • Prospera Financial Services sold 2,023 McGrath RentCorp shares in Q4 2025, an estimated $237K.
  • Prospera Financial Services first reported a position in McGrath RentCorp in Q1 2025 and held it in 3 quarters.
  • Prospera Financial Services's McGrath RentCorp position peaked at $237K in Q3 2025.
  • 272 funds tracked by Wall St. Rank held McGrath RentCorp as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.