BHPW
NBXG

Beverly Hills Private Wealth’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Beverly Hills Private Wealth’s Portfolio NBXG Stock Details NBXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97M Hold
119,258
– – 0.38% 71
2026
Q1 		$1.53M Buy
119,258
+2,441
+2% +$33.4K 0.26% 103
2025
Q4 		$1.69M Sell
116,817
-586
-0.5% -$8.66K 0.29% 92
2025
Q3 		$1.81M Hold
117,403
– – 0.32% 89
2025
Q2 		$1.71M Sell
117,403
-130
-0.1% -$1.67K 0.32% 85
2025
Q1 		$1.44M Buy
117,533
+8,051
+7% +$105K 0.28% 94
2024
Q4 		$1.39M Sell
109,482
-5,574
-5% -$72.6K 0.28% 98
2024
Q3 		$1.48M Sell
115,056
-22,391
-16% -$277K 0.3% 93
2024
Q2 		$1.77M Sell
137,447
-7,542
-5% -$91K 0.39% 71
2024
Q1 		$1.7M Buy
144,989
+64,106
+79% +$739K 0.39% 66
2023
Q4 		$884K Sell
80,883
-72,827
-47% -$759K 0.23% 100
2023
Q3 		$1.6M Buy
153,710
+1,349
+0.9% +$14.5K 0.48% 60
2023
Q2 		$1.63M Buy
152,361
+7,075
+5% +$71.5K 0.27% 86
2023
Q1 		$1.51M Buy
145,286
+10,025
+7% +$99.5K 0.47% 61
2022
Q4 		$1.23M Buy
+135,261
New +$1.28M 0.54% 60

Other funds holding NBXG

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beverly Hills Private Wealth's NBXG Position: Q2 2026 in Review

Beverly Hills Private Wealth held its Neuberger Next Generation Connectivity Fund Inc (NBXG) position steady in Q2 2026 at 119,258 shares worth $1.97M. The position accounts for 0.38% of the portfolio, ranked #71.

Beverly Hills Private Wealth first reported a position in NBXG in Q4 2022 and has held it in 15 quarters since. 101 funds tracked by Wall St. Rank hold NBXG as of Q2 2026.

  • Beverly Hills Private Wealth held 119,258 shares of Neuberger Next Generation Connectivity Fund Inc worth $1.97M as of Q2 2026.
  • Beverly Hills Private Wealth left its Neuberger Next Generation Connectivity Fund Inc share count unchanged in Q2 2026.
  • Neuberger Next Generation Connectivity Fund Inc made up 0.38% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #71 holding.
  • Beverly Hills Private Wealth first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2022 and has held it in 15 quarters since.
  • 101 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.