FWM
CYBR

Forza Wealth Management’s CyberArk CYBR Stock Holding History

Forza 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
-2,115
Closed -$943K – 190
2025
Q4 		$943K Hold
2,115
– – 0.34% 73
2025
Q3 		$1.02M Hold
2,115
– – 0.39% 59
2025
Q2 		$861K Hold
2,115
– – 0.35% 72
2025
Q1 		$715K Hold
2,115
– – 0.32% 79
2024
Q4 		$705K Hold
2,115
– – 0.32% 79
2024
Q3 		$617K Sell
2,115
-2
-0.1% -$541 0.28% 95
2024
Q2 		$579K Hold
2,117
– – 0.3% 92
2024
Q1 		$562K Hold
2,117
– – 0.29% 94
2023
Q4 		$464K Hold
2,117
– – 0.26% 109
2023
Q3 		$347K Hold
2,117
– – 0.18% 138
2023
Q2 		$331K Hold
2,117
– – 0.17% 146
2023
Q1 		$313K Hold
2,117
– – 0.16% 144
2022
Q4 		$274K Buy
+2,117
New +$306K 0.18% 120

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

Forza Wealth Management's CYBR Position: Q1 2026 in Review

Forza Wealth Management sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 2,115 shares — an estimated $943K sold.

Forza Wealth Management first reported a position in CYBR in Q4 2022 and held it in 13 quarters. The position peaked at $1.02M in Q3 2025. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

  • Forza Wealth Management reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
  • Forza Wealth Management sold 2,115 CyberArk shares in Q1 2026, an estimated $943K.
  • Forza Wealth Management first reported a position in CyberArk in Q4 2022 and held it in 13 quarters.
  • Forza Wealth Management's CyberArk position peaked at $1.02M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

Based on Forza Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.