LPL Financial
NBXG

LPL Financial’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

LPL Financial’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 		$1.66M Buy
100,388
+20,102
+25% +$307K ﹤0.01% 3960
2026
Q1 		$1.03M Buy
80,286
+1,719
+2% +$23.5K ﹤0.01% 4142
2025
Q4 		$1.13M Sell
78,567
-19
-0% -$281 ﹤0.01% 3944
2025
Q3 		$1.21M Buy
78,586
+3,605
+5% +$53.4K ﹤0.01% 3813
2025
Q2 		$1.09M Sell
74,981
-740
-1% -$9.49K ﹤0.01% 3670
2025
Q1 		$928K Buy
75,721
+5,415
+8% +$70.7K ﹤0.01% 3621
2024
Q4 		$896K Buy
70,306
+2,300
+3% +$29.9K ﹤0.01% 3582
2024
Q3 		$873K Buy
68,006
+1,209
+2% +$15K ﹤0.01% 3517
2024
Q2 		$862K Sell
66,797
-1,329
-2% -$16K ﹤0.01% 3396
2024
Q1 		$800K Buy
68,126
+2,304
+4% +$26.6K ﹤0.01% 3385
2023
Q4 		$719K Buy
65,822
+25,735
+64% +$268K ﹤0.01% 3352
2023
Q3 		$418K Buy
40,087
+15,615
+64% +$168K ﹤0.01% 3628
2023
Q2 		$267K Buy
24,472
+8,539
+54% +$86.3K ﹤0.01% 3949
2023
Q1 		$166K Sell
15,933
-2,731
-15% -$27.1K ﹤0.01% 4097
2022
Q4 		$170K Sell
18,664
-23,063
-55% -$219K ﹤0.01% 4031
2022
Q3 		$394K Buy
41,727
+13,302
+47% +$141K ﹤0.01% 3362
2022
Q2 		$282K Buy
+28,425
New +$320K ﹤0.01% 3679

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

LPL Financial's NBXG Position: Q2 2026 in Review

LPL Financial increased its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 25% in Q2 2026, buying an estimated $307K and bringing the position to 100,388 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #3960.

LPL Financial first reported a position in NBXG in Q2 2022 and has held it in 17 quarters since. 103 funds tracked by Wall St. Rank hold NBXG as of Q2 2026.

  • LPL Financial held 100,388 shares of Neuberger Next Generation Connectivity Fund Inc worth $1.66M as of Q2 2026.
  • LPL Financial bought 20,102 Neuberger Next Generation Connectivity Fund Inc shares in Q2 2026, an estimated $307K.
  • Neuberger Next Generation Connectivity Fund Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3960 holding.
  • LPL Financial first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q2 2022 and has held it in 17 quarters since.
  • 103 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.