RFP
MGRC icon

Root Financial Partners’s McGrath RentCorp MGRC Stock Holding History

Root Financial Partners’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 		– Sell
-85
Closed -$9.37K – 2062
2026
Q1 		$9.37K Buy
85
+13
+18% +$1.45K ﹤0.01% 1712
2025
Q4 		$7.55K Buy
72
+15
+26% +$1.63K ﹤0.01% 1623
2025
Q3 		$6.69K Buy
+57
New +$6.88K ﹤0.01% 1610

Other funds holding MGRC

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Root Financial Partners's MGRC Position: Q2 2026 in Review

Root Financial Partners sold out of McGrath RentCorp (MGRC) in Q2 2026, closing a stake of 85 shares — an estimated $9.37K sold.

Root Financial Partners first reported a position in MGRC in Q3 2025 and held it in 3 quarters. The position peaked at $9.37K in Q1 2026. 50 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • Root Financial Partners reported no remaining McGrath RentCorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 85 McGrath RentCorp shares in Q2 2026, an estimated $9.37K.
  • Root Financial Partners first reported a position in McGrath RentCorp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's McGrath RentCorp position peaked at $9.37K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.