Concorde Asset Management’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Concorde Asset 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 Q1	$713K	Sell	55,380 -2,400	-4%	-$32.9K	0.35%	63
2025 Q4	$834K	Sell	57,780 -1,300	-2%	-$19.2K	0.33%	58
2025 Q3	$910K	Buy	+59,080	New	+$876K	0.38%	55
2025 Q1	$621K	Buy	51,720 +4,120	+9%	+$53.8K	0.33%	43
2024 Q4	$606K	Buy	47,600 +3,050	+7%	+$39.7K	0.32%	57
2024 Q3	$572K	Buy	44,550 +4,320	+11%	+$53.4K	0.32%	52
2024 Q2	$519K	Buy	40,230 +15,580	+63%	+$188K	0.32%	57
2024 Q1	$290K	Buy	24,650 +14,150	+135%	+$163K	0.2%	98
2023 Q4	$115K	Buy	+10,500	New	+$109K	0.08%	156

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 $1.38B AUM 42.43% 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 $395M AUM

Concorde Asset Management's NBXG Position: Q1 2026 in Review

Concorde Asset Management reduced its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 4.2% in Q1 2026, selling an estimated $32.9K and leaving 55,380 shares worth $713K. The position accounts for 0.35% of the portfolio, ranked #63.

Concorde Asset Management first reported a position in NBXG in Q4 2023 and has held it in 9 quarters since. The position peaked at $910K in Q3 2025. 91 funds tracked by Wall St. Rank hold NBXG as of Q1 2026.

Concorde Asset Management held 55,380 shares of Neuberger Next Generation Connectivity Fund Inc worth $713K as of Q1 2026.
Concorde Asset Management sold 2,400 Neuberger Next Generation Connectivity Fund Inc shares in Q1 2026, an estimated $32.9K.
Neuberger Next Generation Connectivity Fund Inc made up 0.35% of Concorde Asset Management's portfolio in Q1 2026, its #63 holding.
Concorde Asset Management first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2023 and has held it in 9 quarters since.
Concorde Asset Management's Neuberger Next Generation Connectivity Fund Inc position peaked at $910K in Q3 2025.
91 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.