Trilogy Capital Trims Stake in BNY Mellon

Investment firm reduces holdings in major financial services company

Apr. 10, 2026 at 10:54am

Got story updates? Submit your updates here. ›

A high-contrast, cinematic close-up of heavy, tangible banking mechanics and objects, representing the institutional infrastructure that underpins the financial sector.An extreme close-up of the complex financial machinery that powers major banking institutions like BNY Mellon.NYC Today

Trilogy Capital Inc. has reduced its position in shares of BNY Mellon (NYSE: BK) by 11.9% in the fourth quarter, according to a recent SEC filing. The firm now owns 29,544 shares of the bank's stock, valued at $3.43 million at the end of the quarter.

Why it matters

BNY Mellon is a major global financial services company, and changes in institutional ownership can provide insights into market sentiment and investment trends in the banking sector.

The details

Trilogy Capital sold 4,007 shares of BNY Mellon during the fourth quarter. The firm now holds a smaller but still significant stake in the bank. Other institutional investors have also made changes to their BNY Mellon holdings, with some increasing and others decreasing their positions.

  • Trilogy Capital filed its Q4 2025 13F report with the SEC on April 10, 2026.
  • The shares sold were from Trilogy Capital's position as of the end of Q4 2025.

The players

Trilogy Capital Inc.

An investment management firm that has reduced its stake in BNY Mellon.

BNY Mellon

A global financial services company headquartered in New York City, formed in 2007 through the merger of the Bank of New York and Mellon Financial Corporation.

Got photos? Submit your photos here. ›

The takeaway

This transaction highlights the shifting investment landscape in the banking sector, as institutional investors adjust their portfolios in response to market conditions and outlooks for major financial institutions like BNY Mellon.