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 Q2	$971K	Buy	58,690 +3,310	+6%	+$50.6K	0.56%	33
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 $3.9B 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

Concorde Asset Management's NBXG Position: Q2 2026 in Review

Concorde Asset Management increased its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 6% in Q2 2026, buying an estimated $50.6K and bringing the position to 58,690 shares worth $971K. The position accounts for 0.56% of the portfolio, ranked #33.

Concorde Asset Management first reported a position in NBXG in Q4 2023 and has held it in 10 quarters since. 101 funds tracked by Wall St. Rank hold NBXG as of Q2 2026.

Concorde Asset Management held 58,690 shares of Neuberger Next Generation Connectivity Fund Inc worth $971K as of Q2 2026.
Concorde Asset Management bought 3,310 Neuberger Next Generation Connectivity Fund Inc shares in Q2 2026, an estimated $50.6K.
Neuberger Next Generation Connectivity Fund Inc made up 0.56% of Concorde Asset Management's portfolio in Q2 2026, its #33 holding.
Concorde Asset Management first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2023 and has held it in 10 quarters since.
101 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.