USA Financial Formulas Trims BNY Stock Holdings

Investment firm reduces position in bank by over 50% in Q4 2025

Mar. 29, 2026 at 11:33am

Got story updates? Submit your updates here. ›

USA Financial Formulas, an institutional investor, trimmed its holdings in BNY (NYSE:BK) by 53.6% during the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 7,501 shares of the bank's stock, valued at $871,000 at the end of the quarter.

Why it matters

This move by a major institutional investor provides insight into the market's sentiment towards BNY, one of the oldest and largest banking institutions in the United States. Shifts in institutional holdings can signal changes in investor confidence and broader trends in the financial services industry.

The details

According to the filing, USA Financial Formulas sold 8,678 shares of BNY during the fourth quarter, reducing its total position to 7,501 shares. The firm's holdings in BNY were previously valued at $1.8 million. Several other institutional investors and hedge funds have also adjusted their positions in BNY in recent quarters.

  • USA Financial Formulas filed its 13F report for the fourth quarter of 2025 on March 29, 2026.

The players

USA Financial Formulas

An institutional investment firm that manages a portfolio of stocks, bonds, and other financial assets on behalf of its clients.

BNY

Formerly known as BNY Mellon, BNY is a global financial services company headquartered in New York City. It is one of the oldest banking institutions in the United States, tracing its roots back to 1784.

Got photos? Submit your photos here. ›

The takeaway

This reduction in USA Financial Formulas' BNY holdings suggests a potential shift in investor sentiment towards the bank, though the overall market outlook for BNY remains positive based on analyst ratings and price targets. Investors will likely continue to monitor institutional activity and broader industry trends to gauge the bank's performance and future prospects.