Evercore Wealth Management’s Legato Merger Corp III LEGT Stock Holding History

Evercore Wealth Management’s Portfolio LEGT Stock Details LEGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$157K	Hold	14,300	–	–	﹤0.01%	401
2025 Q4	$156K	Hold	14,300	–	–	﹤0.01%	404
2025 Q3	$154K	Hold	14,300	–	–	﹤0.01%	406
2025 Q2	$153K	Hold	14,300	–	–	﹤0.01%	396
2025 Q1	$150K	Hold	14,300	–	–	﹤0.01%	403
2024 Q4	$147K	Hold	14,300	–	–	﹤0.01%	407
2024 Q3	$146K	Hold	14,300	–	–	﹤0.01%	407
2024 Q2	$145K	Buy	+14,300	New	+$144K	﹤0.01%	397

Other funds holding LEGT

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Wealthspring Capital West Harrison, New York $448M AUM 8.38% 1-Year Est. Return

MSU

Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return

TCM

Tenor Capital Management New York $6.49B AUM 3.01% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HCM

Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

Evercore Wealth Management's LEGT Position: Q1 2026 in Review

Evercore Wealth Management held its Legato Merger Corp III (LEGT) position steady in Q1 2026 at 14,300 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Evercore Wealth Management first reported a position in LEGT in Q2 2024 and has held it in 8 quarters since. 47 funds tracked by Wall St. Rank hold LEGT as of Q1 2026.

Evercore Wealth Management held 14,300 shares of Legato Merger Corp III worth $157K as of Q1 2026.
Evercore Wealth Management left its Legato Merger Corp III share count unchanged in Q1 2026.
Legato Merger Corp III made up ﹤0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #401 holding.
Evercore Wealth Management first reported a position in Legato Merger Corp III in Q2 2024 and has held it in 8 quarters since.
47 funds tracked by Wall St. Rank held Legato Merger Corp III as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.