IEQ CAPITAL, LLC
Position in NBXG — Neuberger Next Generation Connectivity Fund Inc.
CIK 1779789
Foster City, CA
Position in NBXG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$215,830
+$51,699 QoQ
Shares Held
13,049
+2.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 102 holders
Holding Since
Sep 2023
12 quarters on record
Common Shares in NBXG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $201,200,979 across 49 Asset Management names. NBXG ranks #41 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
28,097 | $27,016,951 | |
| 2 | BX |
Blackstone Inc.
|
213,871 | $25,166,200 | |
| 3 | IVZ |
Invesco Ltd.
|
847,307 | $22,360,431 | |
| 4 | NTRS |
Northern Trust Corp
|
125,067 | $21,741,647 | |
| 5 | 323,925 | $16,827,903 | |||
| 6 | AMP |
Ameriprise Financial Inc
|
29,551 | $13,556,816 | |
| 7 | KKR |
KKR & Co. Inc.
|
142,000 | $13,032,759 | |
| 8 | OWL |
Blue Owl Capital Inc.
|
946,815 | $8,284,630 |
All Filings in NBXG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,830 | 13,049 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $164,131 | 12,753 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $179,287 | 12,416 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $186,390 | 12,119 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $173,448 | 11,880 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,394,618 | 685,275 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $144,586 | 11,349 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $142,271 | 11,089 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $141,997 | 10,999 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $124,115 | 10,563 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $112,513 | 10,294 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $104,200 | 10,000 | Shares | Other | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||