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BANK OF MONTREAL /CAN/

Bank

Position in FISV — Fiserv Inc

CIK 927971 TORONTO, A6

Position in FISV

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$28,952,298
+$255,923 QoQ
Shares Held
590,261
+14.8% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#85
of 1,143 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in FISV Over Time

Shares Held

Position Value (USD)

Derivatives in FISV

reported options exposure · as of Jun 30, 2026
CallValue
$152,055
CallShares
3,100
PutValue
$240,345
PutShares
4,900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

All Filings in FISV

Export CSV
35 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $240,345 4,900
2026-06-30 $152,055 3,100
2026-06-30 $28,952,298 590,261
2026-03-31 $172,980 3,100
2026-03-31 $273,420 4,900
2026-03-31 $28,696,375 514,272
2025-12-31 $33,812,300 503,384
2025-12-31 $2,082,270 31,000
2025-09-30 $67,244,339 521,557
2025-06-30 $6,896,400 40,000
2025-06-30 $80,178,404 465,045
2025-03-31 $142,557,464 645,553
2024-12-31 $136,379,568 663,906
2024-09-30 $134,685,577 749,711
2024-06-30 $99,926,846 670,470
2024-03-31 $110,149,539 689,210
2023-12-31 $83,730,910 630,314
2023-09-30 $52,928,986 468,564
2023-06-30 $127,906,005 1,013,920
2023-03-31 $53,017,848 469,060
2022-12-31 $67,284,215 665,719
2022-09-30 $35,952,866 384,235
2022-06-30 $43,695,299 491,124
2022-03-31 $53,828,795 530,856
2021-12-31 $59,671,774 574,928
2021-09-30 $8,680,000 80,000
2021-09-30 $158,970,292 1,465,164
2021-06-30 $175,806,253 1,644,740
2021-03-31 $175,929,688 1,477,904
2021-03-31 $35,712,000 300,000
2020-12-31 $116,694,769 1,024,897
2020-12-31 $30,400,620 267,000
2020-09-30 $53,242,222 516,664
2020-06-30 $47,900,373 490,682
2020-03-31 $64,802,554 682,204