BCWM
CYBR

Bartlett & Co Wealth Management’s CyberArk CYBR Stock Holding History

Bartlett & Co Wealth Management’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
-54
Closed -$24.1K – 1298
2025
Q4 		$24.1K Hold
54
– – ﹤0.01% 792
2025
Q3 		$26.1K Hold
54
– – ﹤0.01% 780
2025
Q2 		$22K Hold
54
– – ﹤0.01% 797
2025
Q1 		$18.3K Hold
54
– – ﹤0.01% 828
2024
Q4 		$18K Hold
54
– – ﹤0.01% 821
2024
Q3 		$15.7K Hold
54
– – ﹤0.01% 851
2024
Q2 		$14.8K Buy
+54
New +$13.3K ﹤0.01% 865

Other funds holding CYBR

IA
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

Bartlett & Co Wealth Management's CYBR Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 54 shares — an estimated $24.1K sold.

Bartlett & Co Wealth Management first reported a position in CYBR in Q2 2024 and held it in 7 quarters. The position peaked at $26.1K in Q3 2025. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 54 CyberArk shares in Q1 2026, an estimated $24.1K.
  • Bartlett & Co Wealth Management first reported a position in CyberArk in Q2 2024 and held it in 7 quarters.
  • Bartlett & Co Wealth Management's CyberArk position peaked at $26.1K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.