Ballentine Partners’s CyberArk CYBR Stock Holding History

Ballentine Partners’s Portfolio CYBR Stock Details CYBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-691	Closed	-$308K	–	1032
2025 Q4	$308K	Sell	691 -252	-27%	-$121K	﹤0.01%	711
2025 Q3	$456K	Sell	943 -14	-1%	-$6.01K	0.01%	540
2025 Q2	$389K	Buy	957 +364	+61%	+$133K	0.01%	572
2025 Q1	$200K	Buy	+593	New	+$213K	﹤0.01%	808

Other funds holding CYBR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $314M AUM

Ballentine Partners's CYBR Position: Q1 2026 in Review

Ballentine Partners sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 691 shares — an estimated $308K sold.

Ballentine Partners first reported a position in CYBR in Q1 2025 and held it in 4 quarters. The position peaked at $456K in Q3 2025. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

Ballentine Partners reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
Ballentine Partners sold 691 CyberArk shares in Q1 2026, an estimated $308K.
Ballentine Partners first reported a position in CyberArk in Q1 2025 and held it in 4 quarters.
Ballentine Partners's CyberArk position peaked at $456K in Q3 2025.
3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

Based on Ballentine Partners's 13F filing for Q1 2026, filed 14 May 2026.