JWM
NBXG

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

Jessup 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
Q1 		– Sell
-602
Closed -$8.69K – 241
2025
Q4 		$8.69K Buy
+602
New +$8.89K ﹤0.01% 248

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

Jessup Wealth Management's NBXG Position: Q1 2026 in Review

Jessup Wealth Management sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q1 2026, closing a stake of 602 shares — an estimated $8.69K sold.

Jessup Wealth Management first reported a position in NBXG in Q4 2025 and held it in 1 quarter. The position peaked at $8.69K in Q4 2025. 91 funds tracked by Wall St. Rank hold NBXG as of Q1 2026.

  • Jessup Wealth Management reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 602 Neuberger Next Generation Connectivity Fund Inc shares in Q1 2026, an estimated $8.69K.
  • Jessup Wealth Management first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Neuberger Next Generation Connectivity Fund Inc position peaked at $8.69K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.