EP Wealth Advisors’s Transocean RIG Stock Holding History

EP Wealth Advisors’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 Q1	–	Sell	-10,400	Closed	-$43K	–	1577
2025 Q4	$43K	Buy	+10,400	New	+$40.4K	﹤0.01%	1466
2025 Q2	$34.4K	Buy	+13,291	New	+$34.3K	﹤0.01%	1412

Other funds holding RIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PGA

Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return

EP Wealth Advisors's RIG Position: Q1 2026 in Review

EP Wealth Advisors sold out of Transocean (RIG) in Q1 2026, closing a stake of 10,400 shares — an estimated $43K sold.

EP Wealth Advisors first reported a position in RIG in Q2 2025 and held it in 2 quarters. The position peaked at $43K in Q4 2025. 536 funds tracked by Wall St. Rank hold RIG as of Q1 2026.

EP Wealth Advisors reported no remaining Transocean position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 10,400 Transocean shares in Q1 2026, an estimated $43K.
EP Wealth Advisors first reported a position in Transocean in Q2 2025 and held it in 2 quarters.
EP Wealth Advisors's Transocean position peaked at $43K in Q4 2025.
536 funds tracked by Wall St. Rank held Transocean as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.