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Waverly Advisors’s Neuberger Municipal Fund Inc NBH Stock Holding History

Waverly Advisors’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 		$300K Hold
28,408
– – ﹤0.01% 1417
2026
Q1 		$288K Buy
28,408
+210
+0.7% +$2.17K ﹤0.01% 1318
2025
Q4 		$285K Hold
28,198
– – ﹤0.01% 1234
2025
Q3 		$291K Hold
28,198
– – ﹤0.01% 1053
2025
Q2 		$277K Hold
28,198
– – ﹤0.01% 1002
2025
Q1 		$293K Buy
+28,198
New +$297K ﹤0.01% 930

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

Waverly Advisors's NBH Position: Q2 2026 in Review

Waverly Advisors held its Neuberger Municipal Fund Inc (NBH) position steady in Q2 2026 at 28,408 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Waverly Advisors first reported a position in NBH in Q1 2025 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold NBH as of Q2 2026.

  • Waverly Advisors held 28,408 shares of Neuberger Municipal Fund Inc worth $300K as of Q2 2026.
  • Waverly Advisors left its Neuberger Municipal Fund Inc share count unchanged in Q2 2026.
  • Neuberger Municipal Fund Inc made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1417 holding.
  • Waverly Advisors first reported a position in Neuberger Municipal Fund Inc in Q1 2025 and has held it in 6 quarters since.
  • 76 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.