PFS Investments Inc. has filed a 13F Notice with the SEC, reflecting its investment activities for the quarter ending September 30, 2026. This filing is significant as it provides insights into the company's holdings and investment strategies, which can impact stakeholder perceptions and industry dynamics.
Background
PFS Investments Inc. is a company based in Duluth, Georgia. It is categorized under the SIC code, but specific industry details were not provided in the filing. The company operates under the CIK number 0000354497 and has been active in filing various forms with the SEC, including multiple 13F Notices.
What the Filing Says
The recent filing, dated November 3, 2026, indicates a report period that ended on September 30, 2026. However, specific details regarding the investments or changes in holdings were not available in the SEC filing.
Impact
This filing may affect various stakeholders, including investors and analysts interested in the company's investment strategies. Additionally, it may have implications for competitors in the investment management sector, particularly Bank of New York Mellon Corp, which is mentioned in the filing as another manager.
What's Next
The filing does not say what happens next.
Company Details
PFS Investments Inc. is incorporated in the state of Georgia and has an Employer Identification Number (EIN) of 581436188. The company's fiscal year ends on December 31. Its business address is listed as 1 Primerica Parkway, Duluth, GA 30099-0001, with a contact phone number of 470-564-7681.
Filing Information
This 13F Notice is filed under the SEC Act of 1934, and the SEC file number associated with this filing is 028-18630. The filing was submitted on November 3, 2026, and it reflects the investment activities for the quarter that ended on September 30, 2026.
Signatory Details
The filing was signed by Mariette Clardy, who holds the position of Assistant General Counsel. Her contact number is 470-564-5149, and the signature was dated November 3, 2026, from Duluth, Georgia.
Other Managers
In addition to PFS Investments Inc., the filing mentions Bank of New York Mellon Corp as another investment manager, with its own SEC file number of 801-52378. This indicates a collaborative or competitive landscape within which PFS operates.
Missing Information
The filing does not provide specific details about the types of securities held or any changes in investment positions, which limits the insight into the company's current investment strategy.
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