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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
Q2 		$1.58M Buy
4,635
+100
+2% +$34.2K 0.13% 236
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Legato Capital Management's EVR Position: Q2 2026 in Review

Legato Capital Management increased its Evercore (EVR) stake by 2.2% in Q2 2026, buying an estimated $34.2K and bringing the position to 4,635 shares worth $1.58M. The position accounts for 0.13% of the portfolio, ranked #236.

Legato Capital Management first reported a position in EVR in Q3 2017 and has held it in 17 quarters since. The position peaked at $4.62M in Q4 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Legato Capital Management held 4,635 shares of Evercore worth $1.58M as of Q2 2026.
  • Legato Capital Management bought 100 Evercore shares in Q2 2026, an estimated $34.2K.
  • Evercore made up 0.13% of Legato Capital Management's portfolio in Q2 2026, its #236 holding.
  • Legato Capital Management first reported a position in Evercore in Q3 2017 and has held it in 17 quarters since.
  • Legato Capital Management's Evercore position peaked at $4.62M in Q4 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.