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Compiled from SEC Form N-PX filings and Pathward Financial, Inc.’s Form 8-K, filed February 25, 2026 (Item 5.07 on EDGAR). Page generated October 18, 2026.
Meeting of February 24, 2026: 5 items on Pathward Financial, Inc.’s Form 8-K, filed February 25, 2026: 5 without a stated outcome.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Explore Pathward Financial, Inc. in the interactive database Compare manager voting policies
These tallies are Pathward Financial, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed February 25, 2026 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Douglas J. Hajek | 16,494,625 | -- | -- | 586,470 | 2,117,041 | 97% | Not verified | — |
| Elect Director: Christopher Perretta | 16,069,806 | -- | -- | 1,011,289 | 2,117,041 | 94% | Not verified | — |
| Elect Director: Kendall E. Stork | 16,032,346 | -- | -- | 1,048,749 | 2,117,041 | 94% | Not verified | — |
| 2. To approve, by a non-binding advisory vote, the compensation of the Company's "named executive officers" (a "Say-on-Pay" vote), with 16,410,781 votes cast for, 647,957 votes cast against, 22,357 votes abstaining and 2,117,041 broker non-vot | 16,410,781 | 647,957 | 22,357 | -- | 2,117,041 | 96% | Not verified | — |
| 4. To ratify the appointment by the Board of Directors of independent registered public accounting firm KPMG LLP as the independent auditors of the Company's financial statements for the fiscal year ending September 30, 2026, with, 19,004,848 votes cast for, 1 | 19,004,848 | 187,661 | 5,627 | -- | -- | 99.0% | Not verified | — |
Source: Pathward Financial, Inc., Form 8-K, filed with the SEC on February 25, 2026 — read the filing on EDGAR.
Each item below shows how the 302 asset managers that disclosed a Pathward Financial, Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Pathward Financial, Inc.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 7 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Christopher Perretta
Pathward Financial, Inc.’s own tally for this item (“Elect Director: Christopher Perretta”): 16,069,806 for, 1,011,289 withheld, per its Form 8-K filed February 25, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 81 asset managers below reported 9,441,508 for, 257,670 withheld, 2 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 2,429,009 | 0 | 0 | 0 | For |
| Fidelity | 2,179,523 | 0 | 0 | 0 | For |
| Vanguard | 1,401,882 | 0 | 2 | 2,119 | For |
| American Century | 993,916 | 0 | 0 | 0 | For |
| Dimensional | 482,204 | 0 | 0 | 0 | For |
| Charles Schwab | 247,556 | 0 | 0 | 0 | For |
| Invesco | 0 | 0 | 0 | 196,762 | Withhold |
| TIAA | 191,409 | 0 | 0 | 0 | For |
| JPMorgan | 176,826 | 0 | 0 | 0 | For |
| ETF Series Solutions | 142,729 | 0 | 0 | 0 | For |
| Legg Mason | 132,803 | 0 | 0 | 0 | For |
| World Funds Trust | 95,243 | 0 | 0 | 0 | For |
| DWS | 92,189 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 73,414 | 0 | 0 | 0 | For |
| Equitable | 39,651 | 0 | 0 | 16,410 | Mixed |
| First Trust | 51,224 | 0 | 0 | 0 | For |
| Lincoln Financial | 45,713 | 0 | 0 | 0 | For |
| WisdomTree | 43,595 | 0 | 0 | 0 | For |
| Jackson National | 42,531 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 37,126 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 37,021 | 0 | 0 | 0 | For |
| Voya | 36,595 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 32,480 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 0 | 0 | 30,603 | Withhold |
| Brighthouse | 25,837 | 0 | 0 | 2,070 | Mixed |
Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.
Combines 6 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Douglas J. Hajek
Pathward Financial, Inc.’s own tally for this item (“Elect Director: Douglas J. Hajek”): 16,494,625 for, 586,470 withheld, per its Form 8-K filed February 25, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 81 asset managers below reported 9,668,138 for, 30,750 withheld, 292 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 2,429,009 | 0 | 0 | 0 | For |
| Fidelity | 2,179,523 | 0 | 0 | 0 | For |
| Vanguard | 1,401,882 | 0 | 2 | 2,119 | For |
| American Century | 993,916 | 0 | 0 | 0 | For |
| Dimensional | 482,204 | 0 | 0 | 0 | For |
| Charles Schwab | 247,556 | 0 | 0 | 0 | For |
| Invesco | 196,762 | 0 | 0 | 0 | For |
| TIAA | 191,409 | 0 | 0 | 0 | For |
| JPMorgan | 168,601 | 0 | 0 | 8,225 | For |
| ETF Series Solutions | 142,729 | 0 | 0 | 0 | For |
| Legg Mason | 132,803 | 0 | 0 | 0 | For |
| World Funds Trust | 95,243 | 0 | 0 | 0 | For |
| DWS | 92,189 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 73,414 | 0 | 0 | 0 | For |
| Equitable | 39,651 | 0 | 0 | 16,410 | Mixed |
| First Trust | 51,224 | 0 | 0 | 0 | For |
| Lincoln Financial | 45,713 | 0 | 0 | 0 | For |
| WisdomTree | 43,595 | 0 | 0 | 0 | For |
| Jackson National | 42,531 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 37,126 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 37,021 | 0 | 0 | 0 | For |
| Voya | 36,595 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 32,480 | 0 | 0 | 0 | For |
| Northern Trust | 30,603 | 0 | 0 | 0 | For |
| Brighthouse | 25,837 | 0 | 0 | 2,070 | Mixed |
Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.
Combines 6 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Kendall E. Stork
Pathward Financial, Inc.’s own tally for this item (“Elect Director: Kendall E. Stork”): 16,032,346 for, 1,048,749 withheld, per its Form 8-K filed February 25, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 81 asset managers below reported 9,375,860 for, 323,073 withheld, 247 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 2,429,009 | 0 | 0 | 0 | For |
| Fidelity | 2,179,523 | 0 | 0 | 0 | For |
| Vanguard | 1,401,881 | 0 | 3 | 2,119 | For |
| American Century | 993,916 | 0 | 0 | 0 | For |
| Dimensional | 482,204 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 247,556 | Withhold |
| Invesco | 196,762 | 0 | 0 | 0 | For |
| TIAA | 191,409 | 0 | 0 | 0 | For |
| JPMorgan | 176,826 | 0 | 0 | 0 | For |
| ETF Series Solutions | 142,729 | 0 | 0 | 0 | For |
| Legg Mason | 132,803 | 0 | 0 | 0 | For |
| World Funds Trust | 95,243 | 0 | 0 | 0 | For |
| DWS | 92,189 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 73,414 | 0 | 0 | 0 | For |
| Equitable | 39,651 | 0 | 0 | 16,410 | Mixed |
| First Trust | 51,224 | 0 | 0 | 0 | For |
| Lincoln Financial | 45,713 | 0 | 0 | 0 | For |
| WisdomTree | 43,595 | 0 | 0 | 0 | For |
| Jackson National | 42,531 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 37,126 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 37,021 | 0 | 0 | 0 | For |
| Voya | 36,595 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 32,480 | 0 | 0 | 0 | For |
| Northern Trust | 30,603 | 0 | 0 | 0 | For |
| Brighthouse | 25,837 | 0 | 0 | 2,070 | Mixed |
Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.
Combines 11 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: To approve, by a non-binding advisory vote, the compensation of our "named executive officers" (a Say-on-Pay vote).
Pathward Financial, Inc.’s own tally for this item (“2. To approve, by a non-binding advisory vote, the compensation of the Company's "named executive officers" (a "Say-on-Pay" vote), with 16,410,781 votes cast for, 647,957 votes cast against, 22,357 votes abstaining and 2”): 16,410,781 for, 647,957 against, per its Form 8-K filed February 25, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 2,429,009 | 0 | 0 | 0 | For |
| Fidelity | 2,179,523 | 0 | 0 | 0 | For |
| Vanguard | 1,404,001 | 2 | 0 | 0 | For |
| American Century | 993,916 | 0 | 0 | 0 | For |
| Dimensional | 482,204 | 0 | 0 | 0 | For |
| Charles Schwab | 247,556 | 0 | 0 | 0 | For |
| Invesco | 196,762 | 0 | 0 | 0 | For |
| TIAA | 191,409 | 0 | 0 | 0 | For |
| JPMorgan | 168,601 | 8,225 | 0 | 0 | For |
| ETF Series Solutions | 142,729 | 0 | 0 | 0 | For |
| Legg Mason | 132,803 | 0 | 0 | 0 | For |
| World Funds Trust | 95,243 | 0 | 0 | 0 | For |
| DWS | 92,189 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 77,944 | 0 | 0 | Against |
| Bridge Builder Trust | 73,414 | 0 | 0 | 0 | For |
| Equitable | 56,061 | 0 | 0 | 0 | For |
| First Trust | 51,224 | 0 | 0 | 0 | For |
| Lincoln Financial | 45,713 | 0 | 0 | 0 | For |
| WisdomTree | 43,595 | 0 | 0 | 0 | For |
| Meeder Funds | 43,033 | 0 | 0 | 0 | For |
| Jackson National | 42,531 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 37,126 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 37,021 | 0 | 0 | 0 | For |
| Voya | 36,595 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 32,480 | 0 | 0 | 0 | For |
Fund voting reports, all 83 managers: 9,732,167 for, 88,387 against, 2,070 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 1,699,850 | 0 | 0 | 0 | For |
| American Century | 1,173,637 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 692,851 | 0 | 0 | 0 | For |
| BlackRock | 627,191 | 0 | 0 | 0 | For |
| Mawer Investment Management Ltd. | 0 | 310,623 | 0 | 0 | Against |
| Charles Schwab | 274,694 | 0 | 0 | 0 | For |
| Invesco | 210,292 | 0 | 0 | 0 | For |
| Northern Trust | 204,587 | 0 | 0 | 0 | For |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 204,265 | 0 | 0 | 0 | For |
| Nuveen | 193,928 | 0 | 0 | 0 | For |
| Vanguard | 180,039 | 0 | 0 | 0 | For |
| Clearbridge Investments, LLC | 155,250 | 0 | 0 | 0 | For |
| Allspring | 154,061 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 142,464 | 0 | 0 | 0 | For |
| Dimensional | 122,818 | 0 | 0 | 0 | For |
| UBS | 116,011 | 0 | 0 | 0 | For |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 113,084 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 108,900 | 0 | 0 | 0 | For |
| DE Shaw | 100,335 | 0 | 0 | 0 | For |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 97,117 | 0 | 0 | 0 | For |
| STATE OF WISCONSIN INVESTMENT BOARD | 85,346 | 0 | 0 | 0 | For |
| F/m Investments LLC | 0 | 77,944 | 0 | 0 | Against |
| Connor, Clark & Lunn Investment Management Ltd. | 76,678 | 0 | 0 | 0 | For |
| MOODY ALDRICH PARTNERS LLC | 68,473 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 65,152 | 0 | 0 | 0 | For |
Institutional-manager reports, all 243 managers: 8,339,447 for, 465,000 against, 16,152 abstained, 1,610 not voted, 25,794 1 year. Showing the 25 largest; see all in the interactive database.
Combines 7 wordings of this item as funds reported it.
100% Fund and manager reports combined; may count the same shares twice · no official result
Description as filed by funds: To recommend, by a non-binding advisory vote, the frequency of future advisory votes on the compensation of our "named executive officers" (a Say-on-Pay Frequency vote).
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 0 | 0 | 0 | 0 | -- |
| Fidelity | 0 | 0 | 0 | 0 | -- |
| Vanguard | 0 | 0 | 0 | 0 | -- |
| American Century | 0 | 0 | 0 | 0 | -- |
| Dimensional | 0 | 0 | 0 | 0 | -- |
| Charles Schwab | 0 | 0 | 0 | 0 | -- |
| Invesco | 0 | 0 | 0 | 0 | -- |
| TIAA | 0 | 0 | 0 | 0 | -- |
| ETF Series Solutions | 0 | 0 | 0 | 0 | -- |
| Legg Mason | 0 | 0 | 0 | 0 | -- |
| World Funds Trust | 0 | 0 | 0 | 0 | -- |
| DWS | 0 | 0 | 0 | 0 | -- |
| RBB FUND, INC. | 0 | 0 | 0 | 0 | -- |
| Bridge Builder Trust | 0 | 0 | 0 | 0 | -- |
| Equitable | 0 | 0 | 0 | 0 | -- |
| First Trust | 0 | 0 | 0 | 0 | -- |
| Lincoln Financial | 15,466 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 0 | 0 | 0 | -- |
| Meeder Funds | 0 | 0 | 0 | 0 | -- |
| Jackson National | 0 | 0 | 0 | 0 | -- |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 0 | 0 | -- |
| Columbia Threadneedle | 0 | 0 | 0 | 0 | -- |
| Voya | 0 | 0 | 0 | 0 | -- |
| AMERICAN BEACON FUNDS | 0 | 0 | 0 | 0 | -- |
| Northern Trust | 0 | 0 | 0 | 0 | -- |
Fund voting reports, all 79 managers: 37,913 for, 2,070 abstained, 9,067,471 1 year, 519,232 3 year, 49 unknown. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 0 | 0 | 0 | 0 | -- |
| American Century | 0 | 0 | 0 | 0 | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| BlackRock | 0 | 0 | 0 | 0 | -- |
| Mawer Investment Management Ltd. | 0 | 0 | 0 | 0 | -- |
| Charles Schwab | 0 | 0 | 0 | 0 | -- |
| Invesco | 0 | 0 | 0 | 0 | -- |
| Northern Trust | 0 | 0 | 0 | 0 | -- |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 0 | 0 | 0 | 0 | -- |
| Nuveen | 0 | 0 | 0 | 0 | -- |
| Vanguard | 0 | 0 | 0 | 0 | -- |
| Clearbridge Investments, LLC | 0 | 0 | 0 | 0 | -- |
| Allspring | 0 | 0 | 0 | 0 | -- |
| MELLON INVESTMENTS Corp | 0 | 0 | 0 | 0 | -- |
| Dimensional | 0 | 0 | 0 | 0 | -- |
| UBS | 0 | 0 | 0 | 0 | -- |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0 | 0 | 0 | 0 | -- |
| PRINCIPAL GLOBAL INVESTORS | 0 | 0 | 0 | 0 | -- |
| DE Shaw | 0 | 0 | 0 | 0 | -- |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 0 | 0 | 0 | 0 | -- |
| STATE OF WISCONSIN INVESTMENT BOARD | 0 | 0 | 0 | 0 | -- |
| F/m Investments LLC | 0 | 0 | 0 | 0 | -- |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | 0 | 0 | 0 | -- |
| MOODY ALDRICH PARTNERS LLC | 0 | 0 | 0 | 0 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 0 | 0 | 0 | 0 | -- |
Institutional-manager reports, all 231 managers: 43,699 for, 15,736 abstained, 1,610 not voted, 8,573,998 1 year, 136,149 3 year, 27 2 year. Showing the 25 largest; see all in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.0% Majority: yes · of votes cast
Description as filed by funds: TO RATIFY THE APPOINTMENT BY THE BOARD OF DIRECTORS OF THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM KPMG LLP AS THE INDEPENDENT AUDITORS OF PATHWARD FINANCIAL'S FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2026.
Pathward Financial, Inc.’s own tally for this item (“4. To ratify the appointment by the Board of Directors of independent registered public accounting firm KPMG LLP as the independent auditors of the Company's financial statements for the fiscal year ending September 30, ”): 19,004,848 for, 187,661 against, per its Form 8-K filed February 25, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.0% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 84 asset managers below reported 9,745,738 for, 9,078 against, 2,070 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 2,429,009 | 0 | 0 | 0 | For |
| Fidelity | 2,179,523 | 0 | 0 | 0 | For |
| Vanguard | 1,404,002 | 1 | 0 | 0 | For |
| American Century | 993,916 | 0 | 0 | 0 | For |
| Dimensional | 482,204 | 0 | 0 | 0 | For |
| Charles Schwab | 247,556 | 0 | 0 | 0 | For |
| Invesco | 196,762 | 0 | 0 | 0 | For |
| TIAA | 191,409 | 0 | 0 | 0 | For |
| JPMorgan | 176,826 | 0 | 0 | 0 | For |
| ETF Series Solutions | 142,729 | 0 | 0 | 0 | For |
| Legg Mason | 132,803 | 0 | 0 | 0 | For |
| World Funds Trust | 95,243 | 0 | 0 | 0 | For |
| DWS | 92,189 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 73,414 | 0 | 0 | 0 | For |
| Equitable | 56,061 | 0 | 0 | 0 | For |
| First Trust | 51,224 | 0 | 0 | 0 | For |
| Lincoln Financial | 45,713 | 0 | 0 | 0 | For |
| WisdomTree | 43,595 | 0 | 0 | 0 | For |
| Meeder Funds | 43,033 | 0 | 0 | 0 | For |
| Jackson National | 42,531 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 37,126 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 37,021 | 0 | 0 | 0 | For |
| Voya | 36,595 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 32,480 | 0 | 0 | 0 | For |
| Northern Trust | 30,603 | 0 | 0 | 0 | For |
Showing the 25 largest of 84 asset managers. See all 84 in the interactive database.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 21,763,685 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 11.16% |
| 2 | Fidelity | 10.01% |
| 3 | Vanguard | 6.45% |
| 4 | American Century | 4.57% |
| 5 | Dimensional | 2.22% |
| 6 | Charles Schwab | 1.14% |
| 7 | Invesco | 0.90% |
| 8 | TIAA | 0.88% |
| 9 | JPMorgan | 0.81% |
| 10 | ETF Series Solutions | 0.66% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 7.81% |
| 2 | American Century | 5.39% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 3.18% |
| 4 | BlackRock | 2.88% |
| 5 | Mawer Investment Management Ltd. | 1.43% |
| 6 | Charles Schwab | 1.26% |
| 7 | Invesco | 0.97% |
| 8 | Northern Trust | 0.94% |
| 9 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 0.94% |
| 10 | Nuveen | 0.89% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock, Inc. | 15.21% | DEF14A |
| FMR LLC | 9.53% | DEF14A |
| The Vanguard Group, Inc. | 8.53% | DEF14A |
| STATE STREET CORPORATION | 6.61% | 13G |
| American Century Investment Management, Inc. | 5.46% | 13G |
| Dimensional Fund Advisors LP | 5.02% | 13G |
| Geode Capital | 3.22% | 13F |
| Morgan Stanley | 1.47% | 13F |
| JPMorgan Chase | 1.26% | 13F |
| Two Sigma | 1.24% | 13F |
Percentages above are of 21,763,685 shares outstanding, as reported by Pathward Financial, Inc. on its Form 10-Q dated January 28, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Pathward Financial, Inc.’s 10-Q dated January 28, 2026. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.
At Pathward Financial, Inc.'s shareholder meeting held February 24, 2026, in the 2025-2026 proxy season, 302 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,334 separate fund positions. Their filings are grouped here into 6 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To approve, by a non-binding advisory vote, the compensation of our "named executive officers"… — FOR was 96% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: Pathward Financial, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on February 25, 2026.
Pathward Financial, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).
Download data (CSV): ballot items · votes by manager · column guide.