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
Q2 		$52.9K Sell
3,196
-1
-0% -$15 0.01% 1240
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 $3.9B 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

Pinnacle Wealth Planning Services's NBXG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 0.03% in Q2 2026, selling an estimated $15 and leaving 3,196 shares worth $52.9K. The position accounts for 0.01% of the portfolio, ranked #1240.

Pinnacle Wealth Planning Services first reported a position in NBXG in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold NBXG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,196 shares of Neuberger Next Generation Connectivity Fund Inc worth $52.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1 Neuberger Next Generation Connectivity Fund Inc share in Q2 2026, an estimated $15.
  • Neuberger Next Generation Connectivity Fund Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1240 holding.
  • Pinnacle Wealth Planning Services first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.