DWM
NBXG

Dakota Wealth Management’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Dakota 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 		$1.02M Sell
61,730
-2,465
-4% -$37.7K 0.02% 426
2026
Q1 		$826K Buy
64,195
+220
+0.3% +$3.01K 0.02% 436
2025
Q4 		$924K Sell
63,975
-455
-0.7% -$6.72K 0.02% 422
2025
Q3 		$991K Sell
64,430
-17,390
-21% -$258K 0.02% 356
2025
Q2 		$1.19M Sell
81,820
-278
-0.3% -$3.57K 0.03% 354
2025
Q1 		$1.01M Sell
82,098
-298
-0.4% -$3.89K 0.02% 372
2024
Q4 		$1.05M Sell
82,396
-4,227
-5% -$55K 0.02% 352
2024
Q3 		$1.11M Buy
86,623
+2,406
+3% +$29.8K 0.03% 354
2024
Q2 		$1.09M Sell
84,217
-1,487
-2% -$18K 0.03% 352
2024
Q1 		$1.01M Buy
85,704
+12,954
+18% +$149K 0.03% 369
2023
Q4 		$795K Buy
72,750
+2,030
+3% +$21.2K 0.03% 347
2023
Q3 		$737K Buy
70,720
+5,425
+8% +$58.4K 0.03% 335
2023
Q2 		$712K Buy
65,295
+8,150
+14% +$82.4K 0.03% 313
2023
Q1 		$595K Buy
57,145
+6,705
+13% +$66.5K 0.04% 330
2022
Q4 		$459K Buy
50,440
+13,950
+38% +$132K 0.03% 366
2022
Q3 		$345K Buy
36,490
+15,680
+75% +$166K 0.03% 404
2022
Q2 		$206K Sell
20,810
-70
-0.3% -$787 0.02% 443
2022
Q1 		$291K Hold
20,880
– – 0.02% 365
2021
Q4 		$361K Buy
+20,880
New +$382K 0.04% 285

Other funds holding NBXG

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dakota Wealth Management's NBXG Position: Q2 2026 in Review

Dakota Wealth Management reduced its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 3.8% in Q2 2026, selling an estimated $37.7K and leaving 61,730 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #426.

Dakota Wealth Management first reported a position in NBXG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.19M in Q2 2025. 103 funds tracked by Wall St. Rank hold NBXG as of Q2 2026.

  • Dakota Wealth Management held 61,730 shares of Neuberger Next Generation Connectivity Fund Inc worth $1.02M as of Q2 2026.
  • Dakota Wealth Management sold 2,465 Neuberger Next Generation Connectivity Fund Inc shares in Q2 2026, an estimated $37.7K.
  • Neuberger Next Generation Connectivity Fund Inc made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Dakota Wealth Management first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2021 and has held it in 19 quarters since.
  • Dakota Wealth Management's Neuberger Next Generation Connectivity Fund Inc position peaked at $1.19M in Q2 2025.
  • 103 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.