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

Claro 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	$566K	Sell	34,241 -13,459	-28%	-$206K	0.06%	250
2026 Q1	$614K	Sell	47,700 -5,304	-10%	-$72.6K	0.07%	202
2025 Q4	$765K	Sell	53,004 -736	-1%	-$10.9K	0.1%	174
2025 Q3	$827K	Sell	53,740 -979	-2%	-$14.5K	0.12%	152
2025 Q2	$799K	Sell	54,719 -9,850	-15%	-$126K	0.13%	150
2025 Q1	$791K	Sell	64,569 -1,866	-3%	-$24.4K	0.11%	177
2024 Q4	$846K	Sell	66,435 -4,097	-6%	-$53.3K	0.11%	166
2024 Q3	$905K	Buy	70,532 +353	+0.5%	+$4.37K	0.12%	171
2024 Q2	$906K	Buy	70,179 +15,796	+29%	+$191K	0.14%	144
2024 Q1	$639K	Buy	54,383 +2,559	+5%	+$29.5K	0.11%	201
2023 Q4	$566K	Buy	51,824 +25,486	+97%	+$266K	0.12%	190
2023 Q3	$274K	Buy	26,338 +5,723	+28%	+$61.6K	0.07%	283
2023 Q2	$225K	Buy	+20,615	New	+$208K	0.06%	327

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

Claro Advisors's NBXG Position: Q2 2026 in Review

Claro Advisors reduced its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 28% in Q2 2026, selling an estimated $206K and leaving 34,241 shares worth $566K. The position accounts for 0.06% of the portfolio, ranked #250.

Claro Advisors first reported a position in NBXG in Q2 2023 and has held it in 13 quarters since. The position peaked at $906K in Q2 2024. 103 funds tracked by Wall St. Rank hold NBXG as of Q2 2026.

Claro Advisors held 34,241 shares of Neuberger Next Generation Connectivity Fund Inc worth $566K as of Q2 2026.
Claro Advisors sold 13,459 Neuberger Next Generation Connectivity Fund Inc shares in Q2 2026, an estimated $206K.
Neuberger Next Generation Connectivity Fund Inc made up 0.06% of Claro Advisors's portfolio in Q2 2026, its #250 holding.
Claro Advisors first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q2 2023 and has held it in 13 quarters since.
Claro Advisors's Neuberger Next Generation Connectivity Fund Inc position peaked at $906K in Q2 2024.
103 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.