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	$273K	Sell	4,900 -26,100	-84%	-$1.61M	﹤0.01%	2734
2025 Q4	$2.08M	Buy	+31,000	New	+$2.6M	﹤0.01%	1628
2025 Q3	–	Sell	-40,000	Closed	-$6.9M	–	3621
2025 Q2	$6.9M	Buy	+40,000	New	+$7.25M	﹤0.01%	1127
2021 Q4	–	Sell	-80,000	Closed	-$8.87M	–	3604
2021 Q3	$8.87M	Buy	+80,000	New	+$8.94M	﹤0.01%	1360
2021 Q2	–	Sell	-300,000	Closed	-$37.2M	–	4090
2021 Q1	$37.2M	Buy	300,000 +33,000	+12%	+$3.79M	0.02%	494
2020 Q4	$30.7M	Buy	+267,000	New	+$28.8M	0.02%	556
2020 Q1	–	Sell	-17,200	Closed	-$1.99M	–	4285
2019 Q4	$1.99M	Sell	17,200 -6,100	-26%	-$674K	﹤0.01%	1883
2019 Q3	$2.41M	Buy	+23,300	New	+$2.38M	﹤0.01%	1558

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.