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

Shaker Financial 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	–	Sell	-86,744	Closed	-$1.12M	–	162
2026 Q1	$1.12M	Buy	86,744 +49,658	+134%	+$680K	0.39%	86
2025 Q4	$536K	Buy	+37,086	New	+$548K	0.17%	128
2025 Q2	–	Sell	-18,418	Closed	-$226K	–	168
2025 Q1	$226K	Hold	18,418	–	–	0.09%	143
2024 Q4	$235K	Sell	18,418 -7,014	-28%	-$91.3K	0.09%	162
2024 Q3	$326K	Buy	+25,432	New	+$315K	0.12%	136
2024 Q2	–	Sell	-83,526	Closed	-$981K	–	173
2024 Q1	$981K	Buy	83,526 +9,277	+12%	+$107K	0.38%	82
2023 Q4	$812K	Buy	+74,249	New	+$774K	0.33%	86
2023 Q3	–	Sell	-59,168	Closed	-$646K	–	170
2023 Q2	$646K	Sell	59,168 -10,311	-15%	-$104K	0.28%	99
2023 Q1	$723K	Buy	69,479 +13,081	+23%	+$130K	0.32%	93
2022 Q4	$513K	Hold	56,398	–	–	0.24%	100
2022 Q3	$532K	Buy	56,398 +3,100	+6%	+$32.8K	0.26%	92
2022 Q2	$529K	Sell	53,298 -1,702	-3%	-$19.1K	0.26%	86
2022 Q1	$767K	Buy	55,000 +17,000	+45%	+$246K	0.29%	91
2021 Q4	$657K	Buy	+38,000	New	+$695K	0.23%	108

Other funds holding NBXG

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Shaker Financial Services's NBXG Position: Q2 2026 in Review

Shaker Financial Services sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q2 2026, closing a stake of 86,744 shares — an estimated $1.12M sold.

Shaker Financial Services first reported a position in NBXG in Q4 2021 and held it in 14 quarters. The position peaked at $1.12M in Q1 2026. 103 funds tracked by Wall St. Rank hold NBXG as of Q2 2026.

Shaker Financial Services reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q2 2026 after selling out during the quarter.
Shaker Financial Services sold 86,744 Neuberger Next Generation Connectivity Fund Inc shares in Q2 2026, an estimated $1.12M.
Shaker Financial Services first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q4 2021 and held it in 14 quarters.
Shaker Financial Services's Neuberger Next Generation Connectivity Fund Inc position peaked at $1.12M in Q1 2026.
103 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.