MWM
NBH

Melfa Wealth Management’s Neuberger Municipal Fund Inc NBH Stock Holding History

Melfa Wealth Management’s Portfolio NBH Stock Details NBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2M Sell
189,301
-17,246
-8% -$178K 1.08% 25
2026
Q1 		$2.1M Buy
206,547
+2,650
+1% +$27.4K 1.2% 23
2025
Q4 		$2.07M Sell
203,897
-21,093
-9% -$217K 1.19% 22
2025
Q3 		$2.32M Buy
224,990
+1,112
+0.5% +$11.1K 1.36% 16
2025
Q2 		$2.2M Buy
223,878
+700
+0.3% +$6.97K 1.39% 15
2025
Q1 		$2.32M Hold
223,178
– – 1.57% 14
2024
Q4 		$2.31M Hold
223,178
– – 1.54% 13
2024
Q3 		$2.48M Sell
223,178
-981
-0.4% -$10.8K 1.64% 11
2024
Q2 		$2.39M Buy
224,159
+174
+0.1% +$1.79K 1.67% 12
2024
Q1 		$2.35M Buy
223,985
+446
+0.2% +$4.62K 1.69% 12
2023
Q4 		$2.31M Buy
223,539
+188,463
+537% +$1.81M 2.18% 10
2023
Q3 		$323K Buy
35,076
+14,000
+66% +$140K 0.35% 74
2023
Q2 		$217K Hold
21,076
– – 0.22% 103
2023
Q1 		$231K Hold
21,076
– – 0.23% 101
2022
Q4 		$220K Buy
+21,076
New +$220K 0.23% 101

Other funds holding NBH

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Melfa Wealth Management's NBH Position: Q2 2026 in Review

Melfa Wealth Management reduced its Neuberger Municipal Fund Inc (NBH) stake by 8.3% in Q2 2026, selling an estimated $178K and leaving 189,301 shares worth $2M. The position accounts for 1.08% of the portfolio, ranked #25.

Melfa Wealth Management first reported a position in NBH in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.48M in Q3 2024. 76 funds tracked by Wall St. Rank hold NBH as of Q2 2026.

  • Melfa Wealth Management held 189,301 shares of Neuberger Municipal Fund Inc worth $2M as of Q2 2026.
  • Melfa Wealth Management sold 17,246 Neuberger Municipal Fund Inc shares in Q2 2026, an estimated $178K.
  • Neuberger Municipal Fund Inc made up 1.08% of Melfa Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Melfa Wealth Management first reported a position in Neuberger Municipal Fund Inc in Q4 2022 and has held it in 15 quarters since.
  • Melfa Wealth Management's Neuberger Municipal Fund Inc position peaked at $2.48M in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.