Root Financial Partners
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
Q3 		$15.9K Buy
+139
New +$16.1K ﹤0.01% 1675
2026
Q2 		– Sell
-85
Closed -$9.37K – 2062
2026
Q1 		$9.37K Buy
85
+13
+18% +$1.44K ﹤0.01% 1712
2025
Q4 		$7.56K 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

Dimensional Fund Advisors
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Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Paradice Investment Management
Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
KTF Investments
KTF Investments Seal Beach, California $932M AUM 49.49% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Root Financial Partners's MGRC Position: Q3 2026 in Review

Root Financial Partners opened a new position in McGrath RentCorp (MGRC) in Q3 2026: 139 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #1675 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MGRC as recently as Q1 2026.

Root Financial Partners first reported a position in MGRC in Q3 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold MGRC as of Q3 2026.

  • Root Financial Partners held 139 shares of McGrath RentCorp worth $15.9K as of Q3 2026.
  • McGrath RentCorp was a new Root Financial Partners position in Q3 2026.
  • McGrath RentCorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1675 holding.
  • Root Financial Partners first reported a position in McGrath RentCorp in Q3 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held McGrath RentCorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.