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Symmetry Panoramic Trust proxy voting record, 2025-2026

Symmetry Panoramic Trust reported 26,549 proxy votes on Form N-PX for the 2026 season. On the 16,579 ballot items the board itself put forward — directors, pay, the auditor, capital — it voted FOR 91.8% of the time. On the 217 environmental and social proposals put on the ballot by shareholders, it voted FOR 0.0% of the time.

2023-20242024-20252025-2026

On the board’s own proposals

91.8% FOR of 16,579 fund votes on board proposals in 2025-2026: directors, pay, auditor, capital.

FOR 15,221 AGAINST 1,018 Abstained or withheld 340

How we count these

On proposals shareholders put on the ballot

0.0% FOR of 217 fund votes on environmental and social proposals shareholders put on the ballot. The board opposed 215.

FOR 0 AGAINST 217 Abstained 0

See the 0 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, 2025-2026. “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 (143 inferred) 11,215 10,584 96.0% 4.0% 323
Director Elections Shareholders (10 inferred) 10 10 20.0% 80.0% 0
Corporate Governance Board (128 inferred) 3,880 3,000 88.3% 11.7% 228
Corporate Governance Shareholders (280 inferred) 280 239 18.0% 82.0% 0
Capital Structure Board (11 inferred) 1,899 1,811 92.2% 7.8% 11
Capital Structure Shareholders (8 inferred) 8 8 100.0% 0.0% 0
Compensation Board (72 inferred) 1,547 1,432 85.8% 14.2% 3
Compensation Shareholders (26 inferred) 26 24 33.3% 66.7% 0
Audit-related Board (6 inferred) 1,451 1,381 97.5% 2.5% 1
Audit-related Shareholders (2 inferred) 2 2 100.0% 0.0% 0
Say-on-Pay Board 991 935 85.0% 15.0% 0
Say-on-Pay Shareholders (2 inferred) 2 2 100.0% 0.0% 0
Other Board (27 inferred) 293 172 93.6% 6.4% 101
Other Shareholders (2 inferred) 2 2 0.0% 100.0% 0
Other Social Issues Board (50 inferred) 133 124 54.8% 45.2% 9
Other Social Issues Shareholders (153 inferred) 153 142 1.4% 98.6% 0
Environment or Climate Board (53 inferred) 91 84 42.9% 57.1% 5
Environment or Climate Shareholders (115 inferred) 115 114 1.8% 98.2% 0
Extraordinary Transactions Board 191 177 49.2% 50.8% 2
Extraordinary Transactions Shareholders (2 inferred) 2 2 0.0% 100.0% 0
Diversity, Equity, and Inclusion Board (17 inferred) 46 46 63.0% 37.0% 0
Diversity, Equity, and Inclusion Shareholders (64 inferred) 64 64 3.1% 96.9% 0
Human Rights or Human Capital/workforce Board (23 inferred) 52 48 60.4% 39.6% 0
Human Rights or Human Capital/workforce Shareholders (43 inferred) 43 43 4.7% 95.3% 0
Shareholder Rights and Defenses Board (6 inferred) 44 42 95.2% 4.8% 2
Shareholder Rights and Defenses Shareholders (25 inferred) 25 25 60.0% 40.0% 0

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 (1,268 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 (743 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 26,549 vote records for 2025-2026; after removing votes filed twice in different N-PX filings, that is 21,502 ballot items (fund-level observations) across 834 issuer names and 3 funds. They cover 11,624 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.
1,330 items are outside both headline figures.
Besides the table rows neither figure uses:
ExcludedItemsWhy
Not voted1,154 Reported as not voted, take no action or do not vote. No position was expressed, so there is nothing to count.
Other ballot type41 Frequency ballots (one / two / three years) and anything else that is not a FOR, AGAINST, abstention or withhold.
Direction indeterminate0 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 vote135 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 · 2025-2026 (this page).