CAPTRUST Financial Advisors’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

CAPTRUST Financial Advisors’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	$232K	Buy	14,029 +3,734	+36%	+$57.1K	﹤0.01%	2779
2026 Q1	$132K	Hold	10,295	–	–	﹤0.01%	2766
2025 Q4	$149K	Hold	10,295	–	–	﹤0.01%	2566
2025 Q3	$158K	Sell	10,295 -200	-2%	-$2.96K	﹤0.01%	2462
2025 Q2	$153K	Buy	+10,495	New	+$135K	﹤0.01%	2344
2024 Q1	–	Sell	-15,824	Closed	-$173K	–	2468
2023 Q4	$173K	Hold	15,824	–	–	﹤0.01%	2434
2023 Q3	$165K	Buy	15,824 +1,514	+11%	+$16.3K	﹤0.01%	2342
2023 Q2	$156K	Sell	14,310 -9,079	-39%	-$91.8K	﹤0.01%	2317
2023 Q1	$243K	Buy	23,389 +3,500	+18%	+$34.7K	﹤0.01%	1910
2022 Q4	$181K	Buy	19,889 +2,505	+14%	+$23.8K	﹤0.01%	1963
2022 Q3	$164K	Buy	+17,384	New	+$184K	﹤0.01%	1861

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

CAPTRUST Financial Advisors's NBXG Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 36% in Q2 2026, buying an estimated $57.1K and bringing the position to 14,029 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

CAPTRUST Financial Advisors first reported a position in NBXG in Q3 2022 and has held it in 11 quarters since. The position peaked at $243K in Q1 2023. 103 funds tracked by Wall St. Rank hold NBXG as of Q2 2026.

CAPTRUST Financial Advisors held 14,029 shares of Neuberger Next Generation Connectivity Fund Inc worth $232K as of Q2 2026.
CAPTRUST Financial Advisors bought 3,734 Neuberger Next Generation Connectivity Fund Inc shares in Q2 2026, an estimated $57.1K.
Neuberger Next Generation Connectivity Fund Inc made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2779 holding.
CAPTRUST Financial Advisors first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q3 2022 and has held it in 11 quarters since.
CAPTRUST Financial Advisors's Neuberger Next Generation Connectivity Fund Inc position peaked at $243K in Q1 2023.
103 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.