Home › Asset managers › Compare 2025-2026 › Fidelity vs Prudential/PGIM
Fidelity 2025-2026 · Prudential/PGIM 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 29,150 | 25,153 | 1,363 | 2,634 | 94.9% | 91.1% |
| Board proposals | 26,303 | 22,737 | 1,253 | 2,313 | 94.8% | 91.2% |
| E&S shareholder proposals | 187 | 116 | 4 | 67 | 96.7% | 84.1% |
| Other items | 2,660 | 2,300 | 106 | 254 | 95.6% | 90.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
2,634 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Fidelity | Prudential/PGIM |
|---|---|---|---|---|---|---|
| KRATOS DEFENSE & SEC SOLUTIONS, INC. | May 12, 2026 | To approve an amendment to the Company's Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 27 funds |
Split 4 FOR, 1 AGAINST |
| KRISPY KREME, INC. | June 10, 2026 | To vote on a stockholder proposal requesting that the Company's governing documents be amended to replace supermajority voting requirements with simple majority voting requirements; Shareholder Rights and Defenses |
Other | Against | Split 12 FOR, 1 AGAINST |
FOR 1 fund |
| L3HARRIS TECHNOLOGIES, INC. | May 11, 2026 | Shareholder Proposal titled "Improve Shareholder Ability to Call for a Special Shareholder Meeting". Corporate Governance |
Other | Against | Split 2 FOR, 27 AGAINST |
Split 10 FOR, 1 AGAINST |
| LAM RESEARCH CORPORATION | November 4, 2025 | Approval of an amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Director Elections |
Other | For | FOR 47 funds |
Split 11 FOR, 7 AGAINST |
| LAM RESEARCH CORPORATION | November 4, 2025 | Stockholder proposal titled "Realistic Shareholder Ability to Call for a Special Shareholder Meeting," if properly presented. Corporate Governance |
Other | Against | Split 1 FOR, 46 AGAINST |
Split 18 FOR, 1 AGAINST |
| LIBERTY MEDIA CORPORATION | May 11, 2026 | The adjournment proposal, to approve one or more adjournments of the annual meeting by Liberty Media from time to time permit further solicitation of proxies, if necessary or appropriate, if sufficient votes are not represented at the annual meeting to approve the conversion proposal at the time of such adjournment or if otherwise determined by the chairperson of the meeting to be necessary or appropriate. Corporate Governance |
Other | For | AGAINST 20 funds |
Split 1 FOR, 1 AGAINST |
| LINCOLN NATIONAL CORPORATION | May 28, 2026 | Shareholder proposal to amend our governing documents to provide for an independent chairman of the board. Corporate Governance |
Other | Against | Split 1 FOR, 18 AGAINST |
Split 15 FOR, 1 AGAINST |
| LITHIA MOTORS, INC. | April 30, 2026 | Vote on a shareholder proposal requesting a change to our board leadership structure, if properly presented. Corporate Governance |
Other | Against | AGAINST 48 funds |
Split 2 FOR, 1 AGAINST |
| LPL FINANCIAL HOLDINGS INC. | May 14, 2026 | Adopt amendments to the Charter to provide for officer exculpation. Director Elections |
Other | For | FOR 35 funds |
Split 1 FOR, 3 AGAINST |
| LUMEN TECHNOLOGIES, INC. | May 20, 2026 | Approval of a shareholder proposal regarding a shareholder right to vote for or against a poison pill. Shareholder Rights and Defenses |
Other | Against | Split 23 FOR, 1 AGAINST |
FOR 4 funds |
| LVMH MOET HENNESSY LOUIS VUITTON SE | April 23, 2026 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions Audit-related |
Other | For | Split 28 FOR, 12 AGAINST |
FOR 2 funds |
| Lennar Corporation | April 8, 2026 | Vote on a stockholder proposal on Disclosure of Voting Result by Share Class. Corporate Governance |
Other | Against | Split 38 FOR, 1 AGAINST |
FOR 1 fund |
| Lenovo Group Limited | July 17, 2025 | Amend Articles of Association and Adopt New Articles of Association Corporate Governance |
Other | For | Split 11 FOR, 2 AGAINST |
FOR 1 fund |
| MARKEL GROUP INC. | May 20, 2026 | Shareholder proposal for a report on the Company's strategies and action plans to mitigate material environmental risks. Environment or Climate |
Other | Against | AGAINST 18 funds |
Split 1 FOR, 6 AGAINST |
| MARKEL GROUP INC. | May 20, 2026 | Shareholder proposal to give shareholders an ability to call for a special shareholder meeting. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 17 AGAINST |
Split 7 FOR, 1 AGAINST |
| MASCO CORPORATION | May 8, 2026 | Consideration of stockholder proposal on shareholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 17 AGAINST |
FOR 7 funds |
| MERITAGE HOMES CORPORATION | May 21, 2026 | Shareholder proposal to improve shareholder ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | Split 1 FOR, 23 AGAINST |
FOR 2 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding disclosure of voting results by share class. Shareholder Rights and Defenses |
Other | Against | Split 118 FOR, 1 AGAINST |
FOR 31 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding dual class capital structure. Shareholder Rights and Defenses |
Other | Against | Split 29 FOR, 90 AGAINST |
FOR 32 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on integrating child safety improvements into the executive compensation program. Human Rights or Human Capital/workforce |
Other | Against | AGAINST 1 fund |
Split 16 FOR, 12 AGAINST |
| MICRON TECHNOLOGY, INC. | January 15, 2026 | PROPOSAL BY THE COMPANY TO APPROVE THE AMENDMENT OF THE RESTATED CERTIFICATE OF INCORPORATION TO REFLECT DELAWARE LAW PROVISIONS REGARDING EXCULPATION OF OFFICERS. Director Elections |
Other | For | FOR 85 funds |
Split 17 FOR, 1 AGAINST |
| MICRON TECHNOLOGY, INC. | January 15, 2026 | SHAREHOLDER PROPOSAL REQUESTING AMENDMENT TO SHAREHOLDER SPECIAL MEETING RIGHT. Shareholder Rights and Defenses |
Other | Against | AGAINST 85 funds |
Split 16 FOR, 2 AGAINST |
| MKS INC. | May 11, 2026 | A shareholder proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 10%, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 37 funds |
Split 4 FOR, 1 AGAINST |
| MKS INC. | May 11, 2026 | The approval, on an advisory basis, of a Company proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 25%. Corporate Governance |
Other | For | FOR 37 funds |
Split 1 FOR, 4 AGAINST |
| MORGAN STANLEY | May 14, 2026 | Shareholder proposal requesting an independent Board Chairman Corporate Governance |
Other | Against | Split 2 FOR, 50 AGAINST |
Split 16 FOR, 1 AGAINST |
| MURPHY USA INC. | May 7, 2026 | Stockholder Proposal - Give Shareholders the Ability to Call for a Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 47 AGAINST |
FOR 1 fund |
| Merus N.V. | December 9, 2025 | Appointment of Anthony Pagano as non-executive director of Merus Opportunity for Merus Shareholders to make recommendations at the EGM to Merus' non-executive directors in respect of their nomination to appoint a non-executive director Corporate Governance |
Other | None | Split 3 FOR, 10 AGAINST |
FOR 1 fund |
| Merus N.V. | December 9, 2025 | Appointment of Greg Mueller as non-executive director of Merus Opportunity for Merus Shareholders to make recommendations at the EGM to Merus' non-executive directors in respect of their nomination to appoint a non-executive director Corporate Governance |
Other | None | Split 3 FOR, 10 AGAINST |
FOR 1 fund |
| Merus N.V. | December 9, 2025 | Appointment of Martine van Vugt, Ph.D., as non-executive director of Merus Opportunity for Merus Shareholders to make recommendations at the EGM to Merus' non-executive directors in respect of their nomination to appoint a non-executive director Corporate Governance |
Other | None | Split 3 FOR, 10 AGAINST |
FOR 1 fund |
| NETAPP, INC. | September 10, 2025 | To approve a stockholder proposal regarding support for Special Shareholder Meeting Improvement. Shareholder Rights and Defenses |
Other | Against | AGAINST 30 funds |
Split 6 FOR, 1 AGAINST |
| NEWS CORP | November 19, 2025 | Amendment to the Company's Restated Certificate of Incorporation to add a federal forum selection provision for claims under the Securities Act of 1933, as amended, and make a clarifying change to the existing Delaware forum selection provision. Shareholder Rights and Defenses |
Other | For | FOR 22 funds |
Split 1 FOR, 5 AGAINST |
| NORTHROP GRUMMAN CORPORATION | May 20, 2026 | Shareholder proposal to provide for an independent Board chair. Corporate Governance |
Other | Against | AGAINST 44 funds |
Split 11 FOR, 8 AGAINST |
| NOVO NORDISK A/S | November 14, 2025 | ELECT BRITT MEELBY JENSEN AS NEW DIRECTOR Director Elections |
Other | For | FOR 21 funds |
Split 1 FOR, 1 ABSTAIN |
| NOVO NORDISK A/S | November 14, 2025 | ELECT CEES DE JONG (VICE CHAIR) AS NEW DIRECTOR Director Elections |
Other | For | FOR 21 funds |
Split 1 FOR, 1 ABSTAIN |
| NOVO NORDISK A/S | November 14, 2025 | ELECT MIKAEL DOLSTEN AS NEW DIRECTOR Director Elections |
Other | For | FOR 21 funds |
Split 1 FOR, 1 ABSTAIN |
| NOVO NORDISK A/S | November 14, 2025 | ELECT STEPHAN ENGELS AS NEW DIRECTOR Director Elections |
Other | For | FOR 21 funds |
Split 1 FOR, 1 ABSTAIN |
| NRG ENERGY, INC. | April 30, 2026 | To vote on a stockholder proposal to give shareholders the ability to call for a special shareholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 21 FOR, 65 AGAINST |
Split 16 FOR, 1 AGAINST |
| NVR, INC. | May 7, 2026 | Shareholder proposal to reduce the ownership threshold required to call a special meeting. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 20 AGAINST |
Split 5 FOR, 2 AGAINST |
| OSHKOSH CORPORATION | May 5, 2026 | To vote on a shareholder proposal on the subject of directors who fail to obtain a majority vote. Corporate Governance |
Other | Against | Split 17 FOR, 17 AGAINST |
Split 2 FOR, 1 AGAINST |
| OTTER TAIL CORPORATION | April 13, 2026 | To amend and restate Otter Tail Corporation's Bylaws to include an exclusive forum provision. Shareholder Rights and Defenses |
Other | For | FOR 17 funds |
Split 1 FOR, 1 AGAINST |
| OceanFirst Financial Corp. | April 2, 2026 | A proposal to amend Section C of Article FOURTH of the Certificate of Incorporation of OceanFirst, as amended (the "OceanFirst charter"), in a manner to exempt Warburg and its affiliates (but not any other OceanFirst stockholder) from the application of Section C of Article FOURTH of the OceanFirst charter (the "OceanFirst exemption amendment proposal"); and Corporate Governance |
Other | For | Split 13 FOR, 3 AGAINST |
AGAINST 1 fund |
| PALVELLA THERAPEUTICS, INC | June 10, 2026 | Approval of an adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve Proposal 5. Corporate Governance |
Other | For | Split 1 FOR, 13 AGAINST |
FOR 5 funds |
| PAPA JOHN'S INTERNATIONAL, INC. | April 30, 2026 | Stockholder proposal regarding special meeting ownership threshold, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 1 AGAINST |
| PAYPAL HOLDINGS, INC. | May 19, 2026 | Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 40 AGAINST |
Split 11 FOR, 1 AGAINST |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Independent Board Chair. Corporate Governance |
Other | Against | AGAINST 57 funds |
Split 15 FOR, 2 AGAINST |
| PFIZER INC. | April 23, 2026 | Adopt an Independent Chair Policy Corporate Governance |
Other | Against | AGAINST 25 funds |
Split 16 FOR, 1 AGAINST |
| PPG INDUSTRIES, INC. | April 16, 2026 | Shareholder proposal to adopt a policy requiring an independent board chair, if properly presented Corporate Governance |
Other | Against | Split 1 FOR, 22 AGAINST |
Split 5 FOR, 1 AGAINST |
| PRUDENTIAL FINANCIAL, INC. | May 12, 2026 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | Split 1 FOR, 23 AGAINST |
FOR 2 funds |
| QUALCOMM INCORPORATED | March 17, 2026 | Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting." Shareholder Rights and Defenses |
Other | Against | AGAINST 49 funds |
Split 13 FOR, 2 AGAINST |
| QUEST DIAGNOSTICS INCORPORATED | May 20, 2026 | Stockholder proposal regarding an independent board chairman, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 23 funds |
Split 6 FOR, 1 AGAINST |
| QXO, Inc. | June 29, 2026 | Adjournment Proposal. To vote on a proposal to adjourn the QXO stockholder meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the QXO share issuance proposal at the time of the QXO stockholder meeting (the "QXO adjournment proposal"). Corporate Governance |
Other | For | Split 18 FOR, 1 AGAINST |
FOR 1 fund |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Shareholder Proposal Relating to Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 17 AGAINST |
Split 7 FOR, 1 AGAINST |
| RELIANCE, INC. | May 20, 2026 | To consider a stockholder proposal requiring any director who fails to receive a majority vote to leave the board of directors within nine months. Corporate Governance |
Other | Against | Split 18 FOR, 12 AGAINST |
FOR 3 funds |
| ROOT, INC. | June 3, 2026 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation, as amended, to allow for exculpation of certain officers. Director Elections |
Other | For | Split 1 FOR, 12 AGAINST |
AGAINST 1 fund |
| RUSH STREET INTERACTIVE, INC. | June 3, 2026 | Approval of amendments to the Charter to (a) provide for officer exculpation as permitted by Delaware law, and (b) make certain clarifying changes to the director removal process. Corporate Governance |
Other | For | Split 2 FOR, 11 AGAINST |
Split 2 FOR, 1 AGAINST |
| RYDER SYSTEM, INC. | May 1, 2026 | To vote, on an advisory basis, on a shareholder proposal regarding an independent board chair. Corporate Governance |
Other | Against | AGAINST 25 funds |
Split 2 FOR, 1 AGAINST |
| Royal Bank of Canada | April 9, 2026 | SP 10: Report on Loans Made by the Bank in Support of the Circular Economy Environment or Climate |
Other | Against | Split 1 FOR, 20 AGAINST |
AGAINST 3 funds |
| Royal Bank of Canada | April 9, 2026 | SP 11: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements Corporate Governance |
Other | Against | Split 2 FOR, 19 AGAINST |
AGAINST 3 funds |
| Royal Bank of Canada | April 9, 2026 | SP 6: Report on Forced Labor and Child Labor in Lending Portfolios Human Rights or Human Capital/workforce |
Other | Against | Split 2 FOR, 19 AGAINST |
AGAINST 3 funds |
| Royal Bank of Canada | April 9, 2026 | SP 7: Report on AI-Use in High-Level Decision-Making, Risk Assessment and Loan Grants Other Social Issues |
Other | Against | Split 2 FOR, 19 AGAINST |
AGAINST 3 funds |
| Royal Bank of Canada | April 9, 2026 | SP 9: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | Split 2 FOR, 19 AGAINST |
FOR 3 funds |
| SELECT MEDICAL HOLDINGS CORPORATION | April 23, 2026 | Non-Binding Advisory Vote on a Stockholder Proposal to provide stockholders the right to call a special meeting of stockholders at a 10% ownership threshold, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 2 FOR, 1 AGAINST |
| SEMPRA | May 12, 2026 | Shareholder proposal requesting an independent board chairman Corporate Governance |
Other | Against | AGAINST 57 funds |
Split 15 FOR, 1 AGAINST |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve an amendment to the Articles of Incorporation and Bylaws to permit the Board to increase the number of directors and fill newly created vacancies on the Board. Corporate Governance |
Other | For | FOR 37 funds |
Split 1 FOR, 2 AGAINST |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve an amendment to the Articles of Incorporation to limit the liability of officers as permitted by law. Director Elections |
Other | For | Split 20 FOR, 15 AGAINST |
Split 2 FOR, 1 AGAINST |
| SERVICENOW, INC. | May 21, 2026 | Shareholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 28 funds |
Split 2 FOR, 12 AGAINST |
| SNOWFLAKE INC. | June 29, 2026 | To consider and vote on, if properly presented at the meeting, a non-binding stockholder proposal requesting majority vote for director elections. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 30 AGAINST |
FOR 10 funds |
| STARBUCKS CORPORATION | March 25, 2026 | Shareholder proposal requesting adoption of an independent board chair policy Corporate Governance |
Other | Against | AGAINST 68 funds |
Split 7 FOR, 2 AGAINST |
| STATE STREET CORPORATION | May 20, 2026 | Shareholder proposal requesting the adoption of a policy and amendment to the by-laws requiring the Chair of the Board be an independent member of the Board in the next CEO transition, if properly presented. Corporate Governance |
Other | Against | AGAINST 51 funds |
Split 8 FOR, 1 AGAINST |
| STEPSTONE GROUP INC | September 9, 2025 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Director Elections |
Other | For | FOR 20 funds |
Split 3 FOR, 3 AGAINST |
| SYSCO CORPORATION | November 14, 2025 | To consider a stockholder proposal to adopt a policy requiring that the Board Chair and CEO roles be separate positions held by different people. Corporate Governance |
Other | Against | AGAINST 28 funds |
Split 7 FOR, 1 AGAINST |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting policy requiring the Board Chair to be an independent director. Corporate Governance |
Other | Against | AGAINST 59 funds |
Split 14 FOR, 1 AGAINST |
| TELEPHONE AND DATA SYSTEMS, INC. | May 21, 2026 | Approval of an amendment to the Company's Restated Certificate of Incorporation to provide for exculpation of officers Director Elections |
Other | For | Split 3 FOR, 11 AGAINST |
Split 1 FOR, 1 AGAINST |
| TESLA, INC. | November 6, 2025 | A Tesla proposal for adoption of amendments to certificate of formation and bylaws to eliminate applicable supermajority voting requirements. Shareholder Rights and Defenses |
Other | None | Split 79 FOR, 1 AGAINST |
FOR 26 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal regarding Board authorization of an investment in xAl. Corporate Governance |
Other | None | Split 20 AGAINST, 58 ABSTAIN |
AGAINST 8 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal regarding adopting targets and reporting on metrics to assess the feasibility of integrating sustainability metrics into senior executive compensation plans. Compensation |
Other | Against | AGAINST 80 funds |
Split 1 FOR, 26 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal regarding proposal that won 54% support at 2024 Tesla annual meeting. Shareholder Rights and Defenses |
Other | Against | Split 78 FOR, 1 AGAINST |
Split 8 FOR, 10 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to amend Article X of the bylaws. Corporate Governance |
Other | Against | Split 59 FOR, 19 AGAINST |
Split 8 FOR, 11 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold. Corporate Governance |
Other | Against | FOR 79 funds |
Split 11 FOR, 9 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to elect each director annually. Shareholder Rights and Defenses |
Other | Against | FOR 80 funds |
Split 12 FOR, 9 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to Section 21.373 of the TBOC. Corporate Governance |
Other | Against | Split 59 FOR, 19 AGAINST |
Split 12 FOR, 9 AGAINST |
| TETRA TECHNOLOGIES, INC. | May 22, 2026 | Ratification of Amendment No. 1 to our Tax Benefits Preservation Plan. Shareholder Rights and Defenses |
Other | For | Split 13 FOR, 1 AGAINST |
Split 3 FOR, 1 AGAINST |
| TEXAS CAPITAL BANCSHARES, INC. | April 21, 2026 | To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies if there are insufficient votes to adopt any of Proposals 2-5; Corporate Governance |
Other | For | Split 1 FOR, 16 AGAINST |
Split 3 FOR, 1 AGAINST |
| TEXAS INSTRUMENTS INCORPORATED | April 16, 2026 | Stockholder proposal to permit stockholders to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 30 funds |
Split 9 FOR, 10 AGAINST |
| TEXAS PACIFIC LAND CORPORATION | November 6, 2025 | To consider a non-binding stockholder proposal to reduce the ownership threshold for stockholders to call a special stockholder meeting from 25% to 10%. Shareholder Rights and Defenses |
Other | Against | AGAINST 20 funds |
Split 4 FOR, 1 AGAINST |
| THE AES CORPORATION | April 29, 2026 | If properly presented, to vote on a non-binding stockholder proposal regarding stockholder ability to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 23 funds |
Split 6 FOR, 1 AGAINST |
| THE BOEING COMPANY | April 17, 2026 | Action by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 76 funds |
Split 11 FOR, 9 AGAINST |
| THE CAMPBELL'S COMPANY | November 18, 2025 | To vote on a shareholder proposal regarding simple majority voting. Shareholder Rights and Defenses |
Other | Against | Split 23 FOR, 1 AGAINST |
FOR 7 funds |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on the Company's plans to increase sustainability disclosure Environment or Climate |
Other | Against | Split 49 FOR, 22 AGAINST |
Split 12 FOR, 4 AGAINST |
| THE ESTEE LAUDER COMPANIES INC. | November 13, 2025 | Approval of Amendments to the Restated Certificate of Incorporation to Eliminate the Monetary Liability of Certain Officers as Permitted by Delaware Law and to Make Certain Miscellaneous Changes to Article IV thereof. Director Elections |
Other | For | Split 39 FOR, 14 AGAINST |
Split 5 FOR, 1 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Special Shareholder Meeting Thresholds Shareholder Rights and Defenses |
Other | Against | AGAINST 46 funds |
Split 9 FOR, 14 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Approve the adoption of an amendment to the Certificate of Incorporation to add officer exculpation Director Elections |
Other | For | FOR 64 funds |
Split 13 FOR, 3 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Independent Board Chair Corporate Governance |
Other | Against | AGAINST 64 funds |
Split 14 FOR, 2 AGAINST |
| THE SOUTHERN COMPANY | May 13, 2026 | Approve an amendment to the Restated Certificate of Incorporation to provide for officer exculpation Director Elections |
Other | For | FOR 46 funds |
Split 14 FOR, 2 AGAINST |
| THE TORONTO-DOMINION BANK | April 16, 2026 | SP 6: Report on Forced Labor and Child Labor in Lending Portfolios Human Rights or Human Capital/workforce |
Other | Against | Split 1 FOR, 22 AGAINST |
AGAINST 1 fund |
| THE TORONTO-DOMINION BANK | April 16, 2026 | SP 7: Report on AI-Use in High-Level Decision-Making, Risk Assessment and Loan Grants Other Social Issues |
Other | Against | Split 11 FOR, 12 AGAINST |
AGAINST 1 fund |
| THE TRADE DESK, INC. | September 16, 2025 | The approval of one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve Proposal 1. Corporate Governance |
Other | For | AGAINST 32 funds |
Split 9 FOR, 4 AGAINST |
| THE TRAVELERS COMPANIES, INC. | May 20, 2026 | Shareholder proposal relating to an independent board chairman, if presented at the Annual Meeting of Shareholders. Corporate Governance |
Other | Against | AGAINST 65 funds |
Split 6 FOR, 2 AGAINST |
| THE WENDY'S COMPANY | May 20, 2026 | Stockholder proposal regarding a restriction on "blank-check" preferred stock, if properly presented at the Annual Meeting. Capital Structure |
Other | Against | Split 24 FOR, 1 AGAINST |
FOR 3 funds |
| TIPTREE INC. | December 3, 2025 | A proposal to approve one or more adjournments of the special meeting, if necessary, to solicit additional proxies, in the event that there are insufficient votes to approve the Merger Proposal. Corporate Governance |
Other | For | Split 15 FOR, 1 AGAINST |
FOR 1 fund |
← Previous Page 3 of 27 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.