Clearstead Trust’s CyberArk CYBR Stock Holding History

Clearstead Trust’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	-17	Closed	-$7.58K	–	1000
2025 Q4	$7.58K	Hold	17	–	–	﹤0.01%	661
2025 Q3	$8.21K	Hold	17	–	–	﹤0.01%	633
2025 Q2	$6.92K	Hold	17	–	–	﹤0.01%	675
2025 Q1	$5.75K	Hold	17	–	–	﹤0.01%	573
2024 Q4	$5.66K	Buy	+17	New	+$5.17K	﹤0.01%	383
2020 Q1	–	Sell	-255	Closed	-$30K	–	178
2019 Q4	$30K	Hold	255	–	–	0.02%	141
2019 Q3	$25K	Hold	255	–	–	0.02%	144
2019 Q2	$33K	Hold	255	–	–	0.03%	139
2019 Q1	$31K	Buy	+255	New	+$24.4K	0.03%	139

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

Clearstead Trust's CYBR Position: Q1 2026 in Review

Clearstead Trust sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 17 shares — an estimated $7.58K sold.

Clearstead Trust first reported a position in CYBR in Q1 2019 and held it in 9 quarters. The position peaked at $33K in Q2 2019. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

Clearstead Trust reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
Clearstead Trust sold 17 CyberArk shares in Q1 2026, an estimated $7.58K.
Clearstead Trust first reported a position in CyberArk in Q1 2019 and held it in 9 quarters.
Clearstead Trust's CyberArk position peaked at $33K in Q2 2019.
3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.