Legato Capital Management’s Evercore EVR Stock Holding History

Legato Capital Management’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.35M	Sell	4,535 -3,233	-42%	-$1.06M	0.12%	224
2025 Q4	$2.64M	Buy	7,768 +1,897	+32%	+$610K	0.23%	110
2025 Q3	$1.98M	Sell	5,871 -582	-9%	-$182K	0.22%	136
2025 Q2	$1.74M	Hold	6,453	–	–	0.21%	136
2025 Q1	$1.29M	Sell	6,453 -10,204	-61%	-$2.54M	0.17%	189
2024 Q4	$4.62M	Buy	16,657 +948	+6%	+$269K	0.6%	17
2024 Q3	$3.98M	Buy	15,709 +1,490	+10%	+$355K	0.49%	29
2024 Q2	$2.96M	Sell	14,219 -3,743	-21%	-$728K	0.4%	45
2024 Q1	$3.46M	Sell	17,962 -2,146	-11%	-$388K	0.42%	45
2023 Q4	$3.44M	Buy	20,108 +297	+1%	+$43K	0.45%	45
2023 Q3	$2.73M	Sell	19,811 -472	-2%	-$64.1K	0.4%	51
2023 Q2	$2.51M	Buy	20,283 +5,569	+38%	+$641K	0.34%	71
2023 Q1	$1.7M	Buy	14,714 +4,189	+40%	+$521K	0.31%	95
2022 Q4	$1.15M	Buy	+10,525	New	+$1.1M	0.22%	150
2018 Q1	–	Sell	-4,566	Closed	-$411K	–	151
2017 Q4	$411K	Hold	4,566	–	–	0.06%	223
2017 Q3	$366K	Buy	+4,566	New	+$343K	0.05%	238

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Legato Capital Management's EVR Position: Q1 2026 in Review

Legato Capital Management reduced its Evercore (EVR) stake by 42% in Q1 2026, selling an estimated $1.06M and leaving 4,535 shares worth $1.35M. The position accounts for 0.12% of the portfolio, ranked #224.

Legato Capital Management first reported a position in EVR in Q3 2017 and has held it in 16 quarters since. The position peaked at $4.62M in Q4 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Legato Capital Management held 4,535 shares of Evercore worth $1.35M as of Q1 2026.
Legato Capital Management sold 3,233 Evercore shares in Q1 2026, an estimated $1.06M.
Evercore made up 0.12% of Legato Capital Management's portfolio in Q1 2026, its #224 holding.
Legato Capital Management first reported a position in Evercore in Q3 2017 and has held it in 16 quarters since.
Legato Capital Management's Evercore position peaked at $4.62M in Q4 2024.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.