Pinnacle Wealth Planning Services’s CyberArk CYBR Stock Holding History

Pinnacle Wealth Planning Services’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	-294	Closed	-$131K	–	2768
2025 Q4	$131K	Buy	+294	New	+$141K	0.01%	642

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

Pinnacle Wealth Planning Services's CYBR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 294 shares — an estimated $131K sold.

Pinnacle Wealth Planning Services first reported a position in CYBR in Q4 2025 and held it in 1 quarter. The position peaked at $131K in Q4 2025. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

Pinnacle Wealth Planning Services reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 294 CyberArk shares in Q1 2026, an estimated $131K.
Pinnacle Wealth Planning Services first reported a position in CyberArk in Q4 2025 and held it in 1 quarter.
Pinnacle Wealth Planning Services's CyberArk position peaked at $131K in Q4 2025.
3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.