IWC
CYBR

Integrated Wealth Concepts’s CyberArk CYBR Stock Holding History

Integrated Wealth Concepts’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
-12,116
Closed -$5.4M – 2290
2025
Q4 		$5.4M Sell
12,116
-77
-0.6% -$37.1K 0.06% 273
2025
Q3 		$5.89M Sell
12,193
-368
-3% -$158K 0.05% 334
2025
Q2 		$5.11M Buy
12,561
+3,406
+37% +$1.24M 0.05% 326
2025
Q1 		$3.09M Buy
9,155
+828
+10% +$298K 0.04% 456
2024
Q4 		$2.77M Buy
8,327
+6,750
+428% +$2.05M 0.03% 453
2024
Q3 		$460K Sell
1,577
-311
-16% -$84.1K 0.01% 1120
2024
Q2 		$516K Buy
1,888
+878
+87% +$216K 0.01% 1032
2024
Q1 		$268K Buy
+1,010
New +$250K ﹤0.01% 1381

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

Integrated Wealth Concepts's CYBR Position: Q1 2026 in Review

Integrated Wealth Concepts sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 12,116 shares — an estimated $5.4M sold.

Integrated Wealth Concepts first reported a position in CYBR in Q1 2024 and held it in 8 quarters. The position peaked at $5.89M in Q3 2025. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

  • Integrated Wealth Concepts reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 12,116 CyberArk shares in Q1 2026, an estimated $5.4M.
  • Integrated Wealth Concepts first reported a position in CyberArk in Q1 2024 and held it in 8 quarters.
  • Integrated Wealth Concepts's CyberArk position peaked at $5.89M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.