Pinnacle Wealth Planning Services’s Transocean RIG Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$84.7K	Buy	16,164 +55	+0.3%	+$301	0.01%	964
2026 Q2	$78.8K	Sell	16,109 -26	-0.2%	-$162	0.01%	1000
2026 Q1	$107K	Buy	16,135 +26	+0.2%	+$146	0.01%	762
2025 Q4	$66.5K	Buy	+16,109	New	+$62.5K	0.01%	1013
2021 Q1	–	Sell	-85	Closed	–	–	1603
2020 Q4	$0	Buy	+85	New	+$125	﹤0.01%	2304

Other funds holding RIG

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Lancaster Investment Management London, United Kingdom $164M AUM 17.44% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Pinnacle Wealth Planning Services's RIG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Transocean (RIG) stake by 0.34% in Q3 2026, buying an estimated $301 and bringing the position to 16,164 shares worth $84.7K. The position accounts for 0.01% of the portfolio, ranked #964.

Pinnacle Wealth Planning Services first reported a position in RIG in Q4 2020 and has held it in 5 quarters since. The position peaked at $107K in Q1 2026. 150 funds tracked by Wall St. Rank hold RIG as of Q3 2026.

Pinnacle Wealth Planning Services held 16,164 shares of Transocean worth $84.7K as of Q3 2026.
Pinnacle Wealth Planning Services bought 55 Transocean shares in Q3 2026, an estimated $301.
Transocean made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #964 holding.
Pinnacle Wealth Planning Services first reported a position in Transocean in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Transocean position peaked at $107K in Q1 2026.
150 funds tracked by Wall St. Rank held Transocean as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.