Raymond James Financial
NBXG

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

Raymond James 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
Q1 		$2.19M Buy
170,316
+20,726
+14% +$284K ﹤0.01% 3290
2025
Q4 		$2.16M Buy
149,590
+6,211
+4% +$91.7K ﹤0.01% 3218
2025
Q3 		$2.21M Sell
143,379
-622,876
-81% -$9.23M ﹤0.01% 3102
2025
Q2 		$11.2M Buy
766,255
+14,953
+2% +$192K ﹤0.01% 1779
2025
Q1 		$9.2M Buy
751,302
+31,550
+4% +$412K ﹤0.01% 1871
2024
Q4 		$9.17M Buy
+719,752
New +$9.37M ﹤0.01% 1917

Other funds holding NBXG

SCM
Saba Capital Management New York $3.62B AUM 12.96% 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 2.14% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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 $476M AUM

Raymond James Financial's NBXG Position: Q1 2026 in Review

Raymond James Financial increased its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 14% in Q1 2026, buying an estimated $284K and bringing the position to 170,316 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #3290.

Raymond James Financial first reported a position in NBXG in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.2M in Q2 2025. 91 funds tracked by Wall St. Rank hold NBXG as of Q1 2026.

  • Raymond James Financial held 170,316 shares of Neuberger Next Generation Connectivity Fund Inc worth $2.19M as of Q1 2026.
  • Raymond James Financial bought 20,726 Neuberger Next Generation Connectivity Fund Inc shares in Q1 2026, an estimated $284K.
  • Neuberger Next Generation Connectivity Fund Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3290 holding.
  • Raymond James Financial first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Neuberger Next Generation Connectivity Fund Inc position peaked at $11.2M in Q2 2025.
  • 91 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.