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Symmetry Panoramic Trust proxy voting record, 2024-2025

Symmetry Panoramic Trust reported 31,109 proxy votes on Form N-PX for the 2025 season. On the 18,949 ballot items the board itself put forward — directors, pay, the auditor, capital — it voted FOR 89.6% of the time. On the 389 environmental and social proposals put on the ballot by shareholders, it voted FOR 41.1% of the time.

2023-20242024-20252025-2026

On the board’s own proposals

89.6% FOR of 18,949 fund votes on board proposals in 2024-2025: directors, pay, auditor, capital.

FOR 16,969 AGAINST 1,259 Abstained or withheld 721

How we count these

On proposals shareholders put on the ballot

41.1% FOR of 389 fund votes on environmental and social proposals shareholders put on the ballot. The board opposed 386.

FOR 160 AGAINST 229 Abstained 17

See the 160 it backed →

How we count these

By proposal type

A single “voted with management” figure makes every manager look the same: director elections are most of the volume and nearly everyone votes FOR them. The record is therefore reported per category, using the category the filer itself put on each item in its N-PX.

Symmetry Panoramic Trust, 2024-2025. “Decided” is FOR + AGAINST, the denominator of the two percentage columns; abstentions and withheld votes are shown separately and are never inside a percentage. Counted in ballot items — one fund’s vote on one proposal at one meeting — never in shares.
Proposal typePut on the ballot by ItemsDecided Voted FORVoted AGAINST Abstained / withheld
Director Elections Board (194 inferred) 13,137 11,986 94.1% 5.9% 588
Director Elections Shareholders (64 inferred) 74 69 30.4% 69.6% 0
Corporate Governance Board 4,197 3,141 91.8% 8.2% 255
Corporate Governance Shareholders 417 334 56.0% 44.0% 14
Capital Structure Board (2 inferred) 2,292 2,196 91.7% 8.3% 18
Capital Structure Shareholders 38 35 88.6% 11.4% 1
Compensation Board (50 inferred) 1,622 1,480 86.1% 13.9% 20
Compensation Shareholders (30 inferred) 126 116 50.0% 50.0% 1
Audit-related Board 1,646 1,500 96.8% 3.2% 47
Audit-related Shareholders (2 inferred) 31 31 93.5% 6.5% 0
Say-on-Pay Board 1,120 998 87.7% 12.3% 53
Say-on-Pay Shareholders (2 inferred) 2 2 50.0% 50.0% 0
Other Social Issues Board 94 89 84.3% 15.7% 5
Other Social Issues Shareholders 259 219 36.5% 63.5% 9
Other Board 283 158 90.5% 9.5% 124
Other Shareholders 44 25 32.0% 68.0% 0
Environment or Climate Board 33 29 100.0% 0.0% 4
Environment or Climate Shareholders 290 262 38.9% 61.1% 7
Extraordinary Transactions Board 295 290 92.4% 7.6% 3
Extraordinary Transactions Shareholders 2 2 100.0% 0.0% 0
Diversity, Equity, and Inclusion Board 27 27 100.0% 0.0% 0
Diversity, Equity, and Inclusion Shareholders 165 142 42.3% 57.7% 8
Human Rights or Human Capital/workforce Board 25 25 100.0% 0.0% 0
Human Rights or Human Capital/workforce Shareholders 67 64 34.4% 65.6% 1
Shareholder Rights and Defenses Board 47 37 78.4% 21.6% 7
Shareholder Rights and Defenses Shareholders (2 inferred) 30 26 92.3% 7.7% 1

An item the filer put in two categories is counted in both rows, so the rows add up to more than the total. Who put an item on the ballot is decided item by item: the filer’s own answer on Form N-PX (Item 1(h)), or, where the filing does not give one, the proposal’s own wording (346 items, shown as inferred). The two figures above use only part of these rows: the board figure, board proposals on directors, pay, the auditor, capital, transactions and fund matters; the shareholder figure, environmental, social, workforce and diversity shareholder proposals at US-listed companies. How we count these

Every proposal where Symmetry Panoramic Trust broke with the board (1,759 distinct proposals) →

What is being counted

The unit is a fund-level observation: one fund’s vote on one proposal at one meeting. It is not a share, not a filing line and not a proposal.
Symmetry Panoramic Trust filed 31,109 vote records for 2024-2025; after removing votes filed twice in different N-PX filings, that is 25,178 ballot items (fund-level observations) across 956 issuer names and 9 funds. They cover 13,393 distinct proposals: one proposal voted by twenty of its funds is twenty ballot items here and one proposal. Proposals are counted per issuer name and meeting, and wordings of the same director nominee are counted once; two different wordings of any other proposal count twice, so this is an upper bound. A fund that reported several directions for the same item is a split vote, counted on its own (see the table below) and not collapsed into the larger direction. “Issuer names” is literal: filers spell the same company several ways and those are counted separately here, so this runs higher than the number of distinct companies.
Share counts are not used anywhere on this page.
Share figures in N-PX carry their own long list of corrections in this dataset, and a share-weighted rate would inherit every one of them. Every percentage here is a count of items.
Abstentions are reported, never hidden inside a percentage.
On the board’s own proposals an abstention or a withheld vote is not support, so it is in the denominator of the FOR figure and not in its numerator. On shareholder proposals an abstention is neither support nor opposition, so it is excluded from the denominator and shown on its own.
1,864 items are outside both headline figures.
Besides the table rows neither figure uses:
ExcludedItemsWhy
Not voted1,381 Reported as not voted, take no action or do not vote. No position was expressed, so there is nothing to count.
Other ballot type34 Frequency ballots (one / two / three years) and anything else that is not a FOR, AGAINST, abstention or withhold.
Direction indeterminate1 The fund reported several directions for one ballot item with no shares attached to any of them, so which way it voted cannot be established.
Split vote448 The fund voted its shares in more than one direction on the item (for example some FOR and some AGAINST), the smaller part at least 5% of its shares. It is not collapsed into the larger part.

About this page

Every figure is derived from Form N-PX, the filing 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). Figures are rebuilt weekly; this page was built on October 13, 2026. The interactive database shows the same votes company by company, including every individual fund.

Symmetry Panoramic Trust proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.