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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 537 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.
537 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.