SWA
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Sax Wealth Advisors’s Transocean RIG Stock Holding History

Sax 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
Q3 		$90.5K Buy
+17,268
New +$94.5K ﹤0.01% 730

Other funds holding RIG

FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Sax Wealth Advisors's RIG Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Transocean (RIG) in Q3 2026: 17,268 shares worth $90.5K. The stake represents ﹤0.01% of the portfolio and ranks #730 among its holdings.

21 funds tracked by Wall St. Rank hold RIG as of Q3 2026.

  • Sax Wealth Advisors held 17,268 shares of Transocean worth $90.5K as of Q3 2026.
  • Transocean was a new Sax Wealth Advisors position in Q3 2026.
  • Transocean made up ﹤0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #730 holding.
  • 21 funds tracked by Wall St. Rank held Transocean as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.