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 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 $25.1B AUM 22.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return