PWPS
NBXG

Pinnacle Wealth Planning Services’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Pinnacle Wealth Planning Services’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 		$41.1K Buy
3,197
+1,583
+98% +$21.7K ﹤0.01% 1314
2025
Q4 		$23.3K Buy
+1,614
New +$23.8K ﹤0.01% 1646

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

Pinnacle Wealth Planning Services's NBXG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 98% in Q1 2026, buying an estimated $21.7K and bringing the position to 3,197 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Pinnacle Wealth Planning Services first reported a position in NBXG in Q4 2025 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold NBXG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,197 shares of Neuberger Next Generation Connectivity Fund Inc worth $41.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,583 Neuberger Next Generation Connectivity Fund Inc shares in Q1 2026, an estimated $21.7K.
  • Neuberger Next Generation Connectivity Fund Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1314 holding.
  • Pinnacle Wealth Planning Services first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2025 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.