MGRC β€” MCGRATH RENTCORP

Ownership history in CX Institutional  Β·  3 quarters on record

AI Ownership Summary

CX Institutional reported MCGRATH RENTCORP (MGRC) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows MGRC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MGRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CX Institutional's position in MCGRATH RENTCORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MGRC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CX Institutional held MGRC β€” position size vs. price
% of Fund (quarterly)    MGRC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 657 -25 -3.7% 0.00% $72 2026-04-06 $108.88
2025 Q4 REDUCED 682 -59 -8.0% 0.00% $72K 2026-02-02 $115.44
2025 Q3 INITIATED 741 β€” β€” 0.00% $87K 2025-10-23 $119.86

FAQ About CX Institutional and MGRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has CX Institutional reported owning MGRC?

CX Institutional reported MGRC across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported MGRC position in CX Institutional's portfolio?

The largest reported portfolio weight for MGRC was 0.00% in 2025 Q3.

What is the latest reported MGRC position on this page?

The most recent filing on this page is 2026 Q1, when CX Institutional reported 657 shares, equal to 0.00% of portfolio, with an estimated market value of $72.

What does the chart on this MGRC ownership page compare?

The chart compares CX Institutional's quarterly MGRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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