Blue Bell Private Wealth Management’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Blue Bell Private Wealth Management’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	$7.17M	Buy	433,728 +42,247	+11%	+$646K	0.89%	20
2026 Q1	$5.04M	Buy	391,481 +30,840	+9%	+$422K	0.72%	25
2025 Q4	$5.21M	Buy	360,641 +43,271	+14%	+$639K	0.76%	21
2025 Q3	$4.88M	Buy	317,370 +22,791	+8%	+$338K	0.74%	21
2025 Q2	$4.3M	Buy	294,579 +13,860	+5%	+$178K	0.72%	22
2025 Q1	$3.44M	Buy	280,719 +23,047	+9%	+$301K	0.65%	30
2024 Q4	$3.28M	Buy	257,672 +82,046	+47%	+$1.07M	0.63%	30
2024 Q3	$2.25M	Buy	175,626 +53,164	+43%	+$658K	0.43%	45
2024 Q2	$1.58M	Buy	122,462 +17,348	+17%	+$209K	0.33%	57
2024 Q1	$1.24M	Buy	105,114 +22,920	+28%	+$264K	0.27%	64
2023 Q4	$898K	Buy	82,194 +25,573	+45%	+$267K	0.21%	69
2023 Q3	$590K	Buy	56,621 +6,107	+12%	+$65.7K	0.16%	81
2023 Q2	$551K	Buy	50,514 +16,099	+47%	+$163K	0.15%	84
2023 Q1	$358K	Buy	34,415 +2,397	+7%	+$23.8K	0.11%	93
2022 Q4	$291K	Buy	32,018 +3,826	+14%	+$36.3K	0.1%	95
2022 Q3	$266K	Buy	28,192 +11,776	+72%	+$124K	0.1%	88
2022 Q2	$163K	Sell	16,416 -4,507	-22%	-$50.7K	0.05%	118
2022 Q1	$292K	Buy	20,923 +9,141	+78%	+$132K	0.08%	87
2021 Q4	$204K	Buy	11,782 +9,383	+391%	+$172K	0.05%	101
2021 Q3	$46K	Buy	+2,399	New	+$47.4K	0.01%	109

Other funds holding NBXG

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blue Bell Private Wealth Management's NBXG Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 11% in Q2 2026, buying an estimated $646K and bringing the position to 433,728 shares worth $7.17M. The position accounts for 0.89% of the portfolio, ranked #20.

Blue Bell Private Wealth Management first reported a position in NBXG in Q3 2021 and has held it in 20 quarters since. 103 funds tracked by Wall St. Rank hold NBXG as of Q2 2026.

Blue Bell Private Wealth Management held 433,728 shares of Neuberger Next Generation Connectivity Fund Inc worth $7.17M as of Q2 2026.
Blue Bell Private Wealth Management bought 42,247 Neuberger Next Generation Connectivity Fund Inc shares in Q2 2026, an estimated $646K.
Neuberger Next Generation Connectivity Fund Inc made up 0.89% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #20 holding.
Blue Bell Private Wealth Management first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q3 2021 and has held it in 20 quarters since.
103 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.