Center for Financial Planning’s Transocean RIG Stock Holding History

Center for Financial Planning’s Portfolio RIG Stock Details RIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-130	Closed	-$862	–	681
2026 Q1	$862	Hold	130	–	–	﹤0.01%	609
2025 Q4	$537	Hold	130	–	–	﹤0.01%	649
2025 Q3	$406	Hold	130	–	–	﹤0.01%	630
2025 Q2	$337	Hold	130	–	–	﹤0.01%	622
2025 Q1	$413	Hold	130	–	–	﹤0.01%	669
2024 Q4	$488	Hold	130	–	–	﹤0.01%	635
2024 Q3	$553	Hold	130	–	–	﹤0.01%	537
2024 Q2	$696	Hold	130	–	–	﹤0.01%	541
2024 Q1	$817	Hold	130	–	–	﹤0.01%	560
2023 Q4	$826	Hold	130	–	–	﹤0.01%	489
2023 Q3	$1.07K	Hold	130	–	–	﹤0.01%	478
2023 Q2	$912	Hold	130	–	–	﹤0.01%	526
2023 Q1	$827	Hold	130	–	–	﹤0.01%	485
2022 Q4	$593	Sell	130 -9	-6%	-$35	﹤0.01%	501
2022 Q3	$0	Buy	139 +9	+7%	+$29	﹤0.01%	673
2022 Q2	$0	Hold	130	–	–	﹤0.01%	555
2022 Q1	$1K	Hold	130	–	–	﹤0.01%	518
2021 Q4	$0	Hold	130	–	–	﹤0.01%	559
2021 Q3	$0	Hold	130	–	–	﹤0.01%	520
2021 Q2	$1K	Hold	130	–	–	﹤0.01%	484
2021 Q1	$0	Hold	130	–	–	﹤0.01%	535
2020 Q4	$0	Hold	130	–	–	﹤0.01%	481
2020 Q3	$0	Hold	130	–	–	﹤0.01%	466
2020 Q2	$0	Hold	130	–	–	﹤0.01%	542
2020 Q1	$0	Hold	130	–	–	﹤0.01%	597
2019 Q4	$1K	Buy	+130	New	+$670	﹤0.01%	445

Other funds holding RIG

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Center for Financial Planning's RIG Position: Q2 2026 in Review

Center for Financial Planning sold out of Transocean (RIG) in Q2 2026, closing a stake of 130 shares — an estimated $862 sold.

Center for Financial Planning first reported a position in RIG in Q4 2019 and held it in 26 quarters. The position peaked at $1.07K in Q3 2023. 109 funds tracked by Wall St. Rank hold RIG as of Q2 2026.

Center for Financial Planning reported no remaining Transocean position as of Q2 2026 after selling out during the quarter.
Center for Financial Planning sold 130 Transocean shares in Q2 2026, an estimated $862.
Center for Financial Planning first reported a position in Transocean in Q4 2019 and held it in 26 quarters.
Center for Financial Planning's Transocean position peaked at $1.07K in Q3 2023.
109 funds tracked by Wall St. Rank held Transocean as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.