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 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 $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Beverly Hills Private Wealth's NBXG Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 2.1% in Q1 2026, buying an estimated $33.4K and bringing the position to 119,258 shares worth $1.53M. The position accounts for 0.26% of the portfolio, ranked #103.

Beverly Hills Private Wealth first reported a position in NBXG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.81M in Q3 2025. 91 funds tracked by Wall St. Rank hold NBXG as of Q1 2026.

Beverly Hills Private Wealth held 119,258 shares of Neuberger Next Generation Connectivity Fund Inc worth $1.53M as of Q1 2026.
Beverly Hills Private Wealth bought 2,441 Neuberger Next Generation Connectivity Fund Inc shares in Q1 2026, an estimated $33.4K.
Neuberger Next Generation Connectivity Fund Inc made up 0.26% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #103 holding.
Beverly Hills Private Wealth first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2022 and has held it in 14 quarters since.
Beverly Hills Private Wealth's Neuberger Next Generation Connectivity Fund Inc position peaked at $1.81M in Q3 2025.
91 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.