EPW
NBXG

Evolve Private Wealth’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Evolve Private Wealth’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 		$1.44M Buy
111,907
+1,282
+1% +$17.6K 0.08% 243
2025
Q4 		$1.6M Buy
+110,625
New +$1.63M 0.09% 200

Other funds holding NBXG

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM

Evolve Private Wealth's NBXG Position: Q1 2026 in Review

Evolve Private Wealth increased its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 1.2% in Q1 2026, buying an estimated $17.6K and bringing the position to 111,907 shares worth $1.44M. The position accounts for 0.08% of the portfolio, ranked #243.

Evolve Private Wealth first reported a position in NBXG in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.6M in Q4 2025. 91 funds tracked by Wall St. Rank hold NBXG as of Q1 2026.

  • Evolve Private Wealth held 111,907 shares of Neuberger Next Generation Connectivity Fund Inc worth $1.44M as of Q1 2026.
  • Evolve Private Wealth bought 1,282 Neuberger Next Generation Connectivity Fund Inc shares in Q1 2026, an estimated $17.6K.
  • Neuberger Next Generation Connectivity Fund Inc made up 0.08% of Evolve Private Wealth's portfolio in Q1 2026, its #243 holding.
  • Evolve Private Wealth first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Neuberger Next Generation Connectivity Fund Inc position peaked at $1.6M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.