Root Financial Partners
RIG icon

Root Financial Partners’s Transocean RIG Stock Holding History

Root Financial Partners’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 		$48K Buy
+9,152
New +$50.1K ﹤0.01% 1111
2026
Q2 		– Sell
-7,787
Closed -$51.6K – 2554
2026
Q1 		$51.6K Buy
7,787
+5,126
+193% +$28.9K ﹤0.01% 863
2025
Q4 		$11K Buy
2,661
+1,633
+159% +$6.34K ﹤0.01% 1459
2025
Q3 		$3.21K Buy
+1,028
New +$3.1K ﹤0.01% 1866

Other funds holding RIG

CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Lancaster Investment Management
Lancaster Investment Management London, United Kingdom $164M AUM 17.44% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Root Financial Partners's RIG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Transocean (RIG) in Q3 2026: 9,152 shares worth $48K. The stake represents ﹤0.01% of the portfolio and ranks #1111 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RIG as recently as Q1 2026.

Root Financial Partners first reported a position in RIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $51.6K in Q1 2026. 154 funds tracked by Wall St. Rank hold RIG as of Q3 2026.

  • Root Financial Partners held 9,152 shares of Transocean worth $48K as of Q3 2026.
  • Transocean was a new Root Financial Partners position in Q3 2026.
  • Transocean made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1111 holding.
  • Root Financial Partners first reported a position in Transocean in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Transocean position peaked at $51.6K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held Transocean as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.