Bank of Montreal
FISV

Bank of Montreal’s Fiserv Inc FISV Stock Holding History

Bank of Montreal’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.7M Buy
514,272
+10,888
+2% +$674K 0.01% 713
2025
Q4 		$33.8M Sell
503,384
-18,173
-3% -$1.52M 0.01% 684
2025
Q3 		$67.2M Buy
521,557
+56,512
+12% +$8.1M 0.03% 418
2025
Q2 		$80.2M Sell
465,045
-180,508
-28% -$32.7M 0.04% 311
2025
Q1 		$143M Sell
645,553
-18,353
-3% -$4.02M 0.07% 208
2024
Q4 		$136M Sell
663,906
-85,805
-11% -$17.5M 0.06% 226
2024
Q3 		$134M Buy
749,711
+79,241
+12% +$13.1M 0.06% 244
2024
Q2 		$99.9M Sell
670,470
-18,740
-3% -$2.84M 0.03% 281
2024
Q1 		$110M Buy
689,210
+58,896
+9% +$8.58M 0.03% 276
2023
Q4 		$84.3M Buy
630,314
+161,750
+35% +$19.8M 0.03% 340
2023
Q3 		$57.1M Sell
468,564
-545,356
-54% -$67.2M 0.02% 377
2023
Q2 		$128M Buy
1,013,920
+544,860
+116% +$64.1M 0.04% 215
2023
Q1 		$53.1M Sell
469,060
-196,659
-30% -$21.6M 0.02% 368
2022
Q4 		$67.3M Buy
665,719
+281,484
+73% +$28M 0.03% 317
2022
Q3 		$36.7K Sell
384,235
-106,889
-22% -$10.9M 0.02% 463
2022
Q2 		$45.6K Sell
491,124
-39,732
-7% -$3.85M 0.02% 450
2022
Q1 		$54.2M Sell
530,856
-44,072
-8% -$4.46M 0.03% 438
2021
Q4 		$60.3M Sell
574,928
-890,236
-61% -$92.1M 0.03% 376
2021
Q3 		$162M Sell
1,465,164
-179,576
-11% -$20.1M 0.07% 232
2021
Q2 		$179M Buy
1,644,740
+166,836
+11% +$19.4M 0.09% 195
2021
Q1 		$183M Buy
1,477,904
+453,007
+44% +$52M 0.12% 147
2020
Q4 		$118M Buy
1,024,897
+508,233
+98% +$54.8M 0.08% 215
2020
Q3 		$52.9M Buy
516,664
+25,982
+5% +$2.59M 0.04% 336
2020
Q2 		$46.5M Sell
490,682
-191,522
-28% -$19.3M 0.04% 340
2020
Q1 		$60.5M Buy
682,204
+112,265
+20% +$12.5M 0.07% 236
2019
Q4 		$65.9M Sell
569,939
-103,102
-15% -$11.4M 0.05% 331
2019
Q3 		$69.7M Buy
673,041
+236,225
+54% +$24.1M 0.06% 275
2019
Q2 		$39.8M Sell
436,816
-71,986
-14% -$6.31M 0.03% 432
2019
Q1 		$44.9M Sell
508,802
-135,220
-21% -$11.2M 0.04% 377
2018
Q4 		$47.3M Sell
644,022
-151,066
-19% -$11.7M 0.04% 335
2018
Q3 		$65.5M Buy
795,088
+120,980
+18% +$9.5M 0.05% 312
2018
Q2 		$49.9M Sell
674,108
-72,630
-10% -$5.27M 0.04% 346
2018
Q1 		$53.3M Buy
746,738
+107,916
+17% +$7.59M 0.05% 341
2017
Q4 		$41.9M Buy
638,822
+226,668
+55% +$14.6M 0.04% 395
2017
Q3 		$26.6M Sell
412,154
-69,602
-14% -$4.32M 0.02% 505
2017
Q2 		$29.5M Buy
481,756
+59,958
+14% +$3.63M 0.03% 481
2017
Q1 		$24.3M Buy
421,798
+7,798
+2% +$438K 0.02% 506
2016
Q4 		$21.7M Sell
414,000
-68,674
-14% -$3.53M 0.02% 529
2016
Q3 		$24M Sell
482,674
-183,738
-28% -$9.64M 0.03% 497
2016
Q2 		$36.2M Sell
666,412
-609,532
-48% -$31.4M 0.04% 365
2016
Q1 		$65.4M Sell
1,275,944
-6,356
-0.5% -$301K 0.07% 196
2015
Q4 		$58.6M Sell
1,282,300
-168,560
-12% -$7.92M 0.07% 221
2015
Q3 		$62.8M Sell
1,450,860
-816,662
-36% -$35.3M 0.09% 207
2015
Q2 		$93.9M Sell
2,267,522
-52,292
-2% -$2.1M 0.11% 171
2015
Q1 		$92.1M Buy
2,319,814
+1,142,416
+97% +$43.6M 0.11% 182
2014
Q4 		$41.8M Buy
1,177,398
+553,260
+89% +$18.9M 0.05% 309
2014
Q3 		$20.2M Buy
624,138
+118,602
+23% +$3.75M 0.02% 498
2014
Q2 		$15.2M Buy
505,536
+137,688
+37% +$4.08M 0.02% 605
2014
Q1 		$10.4M Sell
367,848
-43,752
-11% -$1.25M 0.01% 642
2013
Q4 		$12.2M Sell
411,600
-74,752
-15% -$2.02M 0.02% 531
2013
Q3 		$12.3M Sell
486,352
-70,864
-13% -$1.71M 0.02% 465
2013
Q2 		$12.2M Buy
+557,216
New +$12.2M 0.02% 431

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's FISV Position: Q1 2026 in Review

Bank of Montreal increased its Fiserv Inc (FISV) stake by 2.2% in Q1 2026, buying an estimated $674K and bringing the position to 514,272 shares worth $28.7M. The position accounts for 0.01% of the portfolio, ranked #713.

Bank of Montreal first reported a position in FISV in Q2 2013 and has held it in 52 quarters since. The position peaked at $183M in Q1 2021. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Bank of Montreal held 514,272 shares of Fiserv Inc worth $28.7M as of Q1 2026.
  • Bank of Montreal bought 10,888 Fiserv Inc shares in Q1 2026, an estimated $674K.
  • Fiserv Inc made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #713 holding.
  • Bank of Montreal first reported a position in Fiserv Inc in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Fiserv Inc position peaked at $183M in Q1 2021.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.