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State Street vs Franklin Templeton: how alike they voted, 2025-2026

94.0% When both took a single position, they voted the same way on 94.0% of 59,964 items (56,343 the same, 3,621 different). 408 items where at least one of them split its funds are listed separately below. Both voted on 60,372 items in all.

State Street 2025-2026 · Franklin Templeton 2025-2026 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 60,37256,3433,621 40894.0%93.6%
Board proposals 44,97641,6223,061 29393.1%92.8%
E&S shareholder proposals 15612813 1590.8%88.4%
Other items 15,24014,593547 10096.4%96.1%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

100 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.

CompanyMeetingProposalOn the ballot from Board recommendedState StreetFranklin Templeton
AMAZON.COM, INC. May 20, 2026 SHAREHOLDER PROPOSAL REQUESTING A MANDATORY INDEPENDENT BOARD CHAIR POLICY
Corporate Governance
Other Against AGAINST
29 funds
Split
7 FOR, 6 AGAINST
AMGEN INC. May 19, 2026 Stockholder proposal to require an independent board chairman.
Corporate Governance
Other Against AGAINST
24 funds
Split
1 FOR, 5 AGAINST
ASTRAZENECA PLC April 9, 2026 Authorise the Company to Call General Meeting with Two Weeks' Notice
Shareholder Rights and Defenses
Other For AGAINST
20 funds
Split
11 FOR, 1 AGAINST
AT&T INC. May 14, 2026 Approve Amendment to Restated Certificate of Incorporation to Provide for Officer Exculpation
Director Elections
Other For FOR
24 funds
Split
5 FOR, 1 AGAINST
AT&T INC. May 14, 2026 Shareholder Right to Act by Written Consent
Shareholder Rights and Defenses
Other Against AGAINST
23 funds
Split
5 FOR, 1 AGAINST
AUTODESK, INC. June 17, 2026 Approval of an amendment of our Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law.
Director Elections
Other For FOR
24 funds
Split
2 FOR, 1 AGAINST
AXCELIS TECHNOLOGIES, INC. February 6, 2026 To approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Axcelis Share Issuance Proposal.
Corporate Governance
Other For Split
2 FOR, 11 AGAINST
FOR
2 funds
BLOOM ENERGY CORPORATION May 21, 2026 To approve an amendment to our Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law.
Director Elections
Other For FOR
11 funds
Split
4 FOR, 4 AGAINST
BOOKING HOLDINGS INC. June 2, 2026 Amendment of the Company's certificate of incorporation to provide for the exculpation of officers.
Director Elections
Other For FOR
22 funds
Split
4 FOR, 2 AGAINST
BOSTON SCIENTIFIC CORPORATION April 30, 2026 To amend our Certificate of Incorporation and By-Laws to permit stockholders holding 25% of our common stock to call a special meeting of stockholders.
Shareholder Rights and Defenses
Other For FOR
27 funds
Split
2 FOR, 2 ABSTAIN
BOSTON SCIENTIFIC CORPORATION April 30, 2026 To amend our Certificate of Incorporation to provide for exculpation of certain officers as permitted by Delaware law.
Director Elections
Other For FOR
28 funds
Split
2 FOR, 2 AGAINST
BP PLC April 23, 2026 Adopt New Articles of Association
Corporate Governance
Other For AGAINST
12 funds
Split
1 FOR, 7 AGAINST
BP PLC April 23, 2026 Approve Revocation of Resolution 25 (2015) and Resolution 22 (2019)
Corporate Governance
Other For FOR
12 funds
Split
1 FOR, 7 AGAINST
BRISTOL-MYERS SQUIBB COMPANY May 5, 2026 Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director
Corporate Governance
Other Against AGAINST
25 funds
Split
2 FOR, 7 AGAINST
BRITISH AMERICAN TOBACCO PLC April 15, 2026 Authorise the Company to Call General Meeting with Two Weeks' Notice
Shareholder Rights and Defenses
Other For AGAINST
11 funds
Split
6 FOR, 1 AGAINST
CENTERPOINT ENERGY, INC. April 16, 2026 Approve CenterPoint Energy, Inc.'s Amended and Restated Certificate of Formation to provide for limited officer exculpation and make certain other immaterial updates.
Director Elections
Other For AGAINST
19 funds
Split
1 FOR, 1 AGAINST
CENTRUS ENERGY CORP. June 18, 2026 To approve an amendment to the Section 382 Rights Agreement, as amended.
Shareholder Rights and Defenses
Other For Split
1 FOR, 6 AGAINST
FOR
1 fund
CHEMICAL WORKS OF GEDEON RICHTER PLC April 29, 2026 Authorize Management Board to Approve Investment and Financing Decisions Aligned with Company's Strategy
Corporate Governance
Other For AGAINST
8 funds
Split
1 FOR, 1 AGAINST
CHEVRON CORPORATION May 27, 2026 Adopt an Independent Chair
Corporate Governance
Other Against AGAINST
28 funds
Split
1 FOR, 10 AGAINST
COCA-COLA EUROPACIFIC PARTNERS May 28, 2026 AUTHORISE THE COMPANY TO CALL GENERAL MEETING WITH TWO WEEKS' NOTICE
Corporate Governance
Other For AGAINST
8 funds
Split
2 FOR, 1 AGAINST
COLGATE-PALMOLIVE COMPANY May 8, 2026 Stockholder proposal entitled "Independent Board Chairman."
Corporate Governance
Other Against AGAINST
23 funds
Split
1 FOR, 3 AGAINST
COMPASS GROUP PLC February 5, 2026 Authorise the Company to Call General Meeting with Two Weeks' Notice
Shareholder Rights and Defenses
Other For AGAINST
10 funds
Split
3 FOR, 1 AGAINST
CONFLUENT, INC. February 12, 2026 To adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes to adopt the merger agreement at the time of the Special Meeting.
Corporate Governance
Other For Split
2 FOR, 6 AGAINST
FOR
1 fund
CONOCOPHILLIPS May 12, 2026 Stockholder Proposal - Independent Board Chairman.
Corporate Governance
Other Against AGAINST
23 funds
Split
5 FOR, 1 AGAINST
CROWDSTRIKE HOLDINGS, INC. June 17, 2026 To approve an amendment and restatement of CrowdStrike's amended and restated certificate of incorporation to limit officer liability as permitted by Delaware law.
Director Elections
Other For FOR
30 funds
Split
2 FOR, 5 AGAINST
CSG SYSTEMS INTERNATIONAL, INC. January 30, 2026 To adjourn the special meeting from time to time, if necessary or appropriate, as determined in accordance with the merger agreement by the CSG board of directors, including for the purpose of soliciting additional votes for the approval of the merger proposal if there are insufficient votes at the time of the special meeting to approve the merger proposal.
Corporate Governance
Other For Split
2 FOR, 11 AGAINST
FOR
1 fund
DANA INCORPORATED April 22, 2026 Shareholder proposal to require an independent Board Chairman.
Corporate Governance
Other Against Split
2 FOR, 13 AGAINST
AGAINST
1 fund
DOMINION ENERGY, INC. May 5, 2026 Shareholder Proposal Regarding a Policy for an Independent Chair
Corporate Governance
Other Against AGAINST
20 funds
Split
3 FOR, 2 AGAINST
DOMINO'S PIZZA, INC. April 21, 2026 Shareholder proposal regarding an independent board chair requirement.
Corporate Governance
Other Against AGAINST
18 funds
Split
1 FOR, 1 AGAINST
ECOLAB INC. May 7, 2026 Vote on a stockholder proposal regarding an independent board chair policy, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
25 funds
Split
2 FOR, 1 AGAINST
ELI LILLY AND COMPANY May 4, 2026 Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair.
Corporate Governance
Other Against AGAINST
28 funds
Split
10 FOR, 1 AGAINST
ELME COMMUNITIES October 30, 2025 Adjournment Proposal: To approve one or more adjournments of the Special Meeting, solely with respect to the proposals for which insufficient votes to approve such proposals were cast, to a later date or dates, if necessary, appropriate or advisable to solicit additional proxies.
Corporate Governance
Other For Split
1 FOR, 13 AGAINST
FOR
1 fund
EQUINIX, LLC May 13, 2026 Consideration and vote upon a stockholder proposal, if properly presented at the Annual Meeting, related to lowering the stock ownership threshold required to call a special meeting
Shareholder Rights and Defenses
Other Against Split
1 FOR, 29 AGAINST
FOR
4 funds
Exxon Mobil Corporation May 27, 2026 Proposal requesting Company to modify its Voluntary Retail Voting Program to provide multiple options not aligned with the Board's recommendations
Corporate Governance
Other Against AGAINST
30 funds
Split
5 FOR, 4 AGAINST
FAIR ISAAC CORPORATION March 4, 2026 To approve an amendment to the Company's Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware Law.
Director Elections
Other For FOR
20 funds
Split
2 FOR, 3 AGAINST
FISERV, INC. May 21, 2026 Shareholder proposal requesting an independent board chair policy.
Corporate Governance
Other Against AGAINST
21 funds
Split
2 FOR, 1 AGAINST
GENERAL MOTORS COMPANY June 2, 2026 Shareholder Proposal Regarding Separation of Chair and CEO Roles
Corporate Governance
Other Against AGAINST
25 funds
Split
1 FOR, 4 AGAINST
GILEAD SCIENCES, INC. April 30, 2026 To vote on a stockholder proposal requesting an independent Board Chair policy, if properly presented at the Annual Meeting.
Corporate Governance
Other Against AGAINST
25 funds
Split
1 FOR, 5 AGAINST
GROUP 1 AUTOMOTIVE, INC. May 12, 2026 Shareholder Proposal: Give Shareholders an Ability to Call for a Special Shareholder Meeting.
Shareholder Rights and Defenses
Other Against Split
2 FOR, 10 AGAINST
FOR
2 funds
HCA Healthcare, Inc. April 23, 2026 Stockholder proposal, if properly presented at the meeting, regarding stockholders' right to act by written consent.
Corporate Governance
Other Against AGAINST
18 funds
Split
5 FOR, 1 AGAINST
HONEYWELL INTERNATIONAL INC. May 22, 2026 Shareowner Proposal - Shareholder Right to Act by Written Consent.
Shareholder Rights and Defenses
Other Against AGAINST
23 funds
Split
3 FOR, 4 AGAINST
ILLINOIS TOOL WORKS INC. May 8, 2026 A non-binding stockholder proposal, if properly presented at the meeting, for Directors who fail to obtain a majority vote.
Corporate Governance
Other Against AGAINST
21 funds
Split
1 FOR, 3 AGAINST
INSPIRE MEDICAL SYSTEMS, INC. April 30, 2026 Approval of an adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal No. 5 and/or Proposal No. 6.
Corporate Governance
Other For Split
2 FOR, 12 AGAINST
FOR
1 fund
INTERCONTINENTAL EXCHANGE, INC. May 15, 2026 A stockholder proposal regarding independent board chairman, if properly presented at the Annual Meeting.
Corporate Governance
Other Against AGAINST
27 funds
Split
2 FOR, 1 AGAINST
IQVIA HOLDINGS INC. April 23, 2026 If properly presented, a stockholder proposal concerning separate Chairman and Chief Executive Officer roles.
Corporate Governance
Other Against AGAINST
21 funds
Split
1 FOR, 2 AGAINST
JOHNSON & JOHNSON April 23, 2026 Independent Board Chair
Corporate Governance
Other Against AGAINST
31 funds
Split
6 FOR, 5 AGAINST
JPMORGAN CHASE & CO. May 19, 2026 Independent board chairman
Corporate Governance
Other Against FOR
2 funds
Split
6 FOR, 7 AGAINST
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
14 funds
Split
1 FOR, 3 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
23 funds
Split
6 FOR, 2 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
3 FOR, 20 AGAINST
FOR
8 funds
LOCKHEED MARTIN CORPORATION May 12, 2026 Stockholder Proposal Requiring Independent Board Chairman
Corporate Governance
Other Against AGAINST
24 funds
Split
6 FOR, 1 AGAINST
LOWE'S COMPANIES, INC. May 29, 2026 Shareholder Proposal requesting an independent board chairman.
Corporate Governance
Other Against AGAINST
28 funds
Split
4 FOR, 3 AGAINST
LPL FINANCIAL HOLDINGS INC. May 14, 2026 Adopt amendments to the Charter to provide for officer exculpation.
Director Elections
Other For FOR
8 funds
Split
1 FOR, 1 AGAINST
LYFT, INC. June 3, 2026 To approve the amendment to our Restated Certificate of Incorporation to reflect Delaware law provisions regarding officer exculpation
Director Elections
Other For FOR
11 funds
Split
1 FOR, 1 AGAINST
MARKETAXESS HOLDINGS INC. June 10, 2026 If properly presented, a stockholder proposal regarding changes to existing stockholder special meeting right.
Shareholder Rights and Defenses
Other Against Split
2 FOR, 13 AGAINST
FOR
1 fund
MASTERCARD INCORPORATED June 16, 2026 Consideration of a stockholder proposal regarding shareholder right to act by written consent
Shareholder Rights and Defenses
Other Against Split
3 FOR, 28 AGAINST
FOR
8 funds
MASTERCARD INCORPORATED June 16, 2026 Consideration of a stockholder proposal to adopt cumulative voting for the election of directors
Shareholder Rights and Defenses
Other Against AGAINST
32 funds
Split
5 FOR, 3 AGAINST
MCDONALD'S CORPORATION May 20, 2026 Advisory Vote to Adopt Policy for an Independent Chair.
Corporate Governance
Other Against AGAINST
28 funds
Split
3 FOR, 7 AGAINST
MICRON TECHNOLOGY, INC. January 15, 2026 SHAREHOLDER PROPOSAL REQUESTING AMENDMENT TO SHAREHOLDER SPECIAL MEETING RIGHT.
Shareholder Rights and Defenses
Other Against Split
2 FOR, 24 AGAINST
FOR
3 funds
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 Split
2 FOR, 10 AGAINST
FOR
1 fund
MONDELEZ INTERNATIONAL, INC. May 20, 2026 Shareholder proposal requesting adoption of an independent board chairman policy
Corporate Governance
Other Against AGAINST
24 funds
Split
1 FOR, 3 AGAINST
MORGAN STANLEY May 14, 2026 Shareholder proposal requesting an independent Board Chairman
Corporate Governance
Other Against FOR
2 funds
Split
7 FOR, 4 AGAINST
NETAPP, INC. September 10, 2025 To approve a stockholder proposal regarding support for Special Shareholder Meeting Improvement.
Shareholder Rights and Defenses
Other Against AGAINST
23 funds
Split
1 FOR, 6 AGAINST
NETFLIX, INC. June 4, 2026 Stockholder proposal entitled, "Adopt Cumulative Voting," if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
28 funds
Split
1 FOR, 8 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 AGAINST
17 funds
Split
1 FOR, 2 AGAINST
PENUMBRA, INC. May 6, 2026 To adjourn or postpone the Special Meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the Merger Proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to Penumbra Stockholders.
Corporate Governance
Other For Split
2 FOR, 11 AGAINST
FOR
1 fund
PEPSICO, INC. May 6, 2026 Shareholder Proposal - Independent Board Chair.
Corporate Governance
Other Against AGAINST
27 funds
Split
2 FOR, 7 AGAINST
PETROLEO BRASILEIRO SA - PETROBRAS April 16, 2026 Elect Domenica Eisenstein Noronha as Fiscal Council Member and Ricardo Henrique Baras as Alternate Appointed by Preferred Shareholder
Corporate Governance
Other Not determined ABSTAIN
6 funds
Split
1 AGAINST, 3 ABSTAIN
PETROLEO BRASILEIRO SA - PETROBRAS April 16, 2026 Elect Jeronimo Antunes as Director Appointed by Preferred Shareholder
Director Elections
Other None ABSTAIN
6 funds
Split
1 FOR, 3 ABSTAIN
PETROLEO BRASILEIRO SA - PETROBRAS April 16, 2026 Elect Rachel de Oliveira Maia as Director Appointed by Preferred Shareholder
Director Elections
Other None FOR
6 funds
Split
3 FOR, 1 AGAINST
PETROLEO BRASILEIRO SA - PETROBRAS April 16, 2026 In Case Neither Class of Shares Reaches the Minimum Quorum Required by the Brazilian Corporate Law to Elect a Board Representative in Separate Elections, Would You Like to Use Your Votes to Elect the Candidate with More Votes to Represent Both Classes?
Corporate Governance
Other None AGAINST
6 funds
Split
3 FOR, 1 AGAINST
PFIZER INC. April 23, 2026 Adopt an Independent Chair Policy
Corporate Governance
Other Against AGAINST
23 funds
Split
3 FOR, 5 AGAINST
POTLATCHDELTIC CORPORATION January 27, 2026 The PotlatchDeltic adjournment proposal: A proposal to adjourn the special meeting from time to time, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the special meeting to approve the PotlatchDeltic merger agreement proposal.
Corporate Governance
Other For Split
2 FOR, 12 AGAINST
FOR
1 fund
PRUDENTIAL PLC May 28, 2026 AUTHORISE THE COMPANY TO CALL GENERAL MEETING WITH TWO WEEKS' NOTICE
Shareholder Rights and Defenses
Other For AGAINST
11 funds
Split
5 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
14 funds
Split
1 FOR, 1 AGAINST
RYERSON HOLDING CORPORATION April 30, 2026 An amendment to our restated certificate of incorporation to provide for officer exculpation as permitted by Delaware Law.
Director Elections
Other For FOR
4 funds
Split
1 FOR, 1 AGAINST
SALESFORCE, INC. May 28, 2026 A stockholder proposal requesting the adoption of cumulative voting for director elections, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
32 funds
Split
2 FOR, 4 AGAINST
SOMPO HOLDINGS,INC. June 22, 2026 Amend Articles to Appoint Outside Director as Chairman of the Board
Corporate Governance
Other Against AGAINST
11 funds
Split
3 FOR, 2 AGAINST
SYNOPSYS, INC. April 16, 2026 To vote on a stockholder proposal regarding 'stockholders' right to act by written consent, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
26 funds
Split
2 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
20 funds
Split
1 FOR, 4 AGAINST
TARGET CORPORATION June 10, 2026 Shareholder proposal requesting policy requiring the Board Chair to be an independent director.
Corporate Governance
Other Against AGAINST
24 funds
Split
4 FOR, 3 AGAINST
TESLA, INC. November 6, 2025 A shareholder proposal to amend Article X of the bylaws.
Corporate Governance
Other Against AGAINST
29 funds
Split
4 FOR, 5 AGAINST
TESLA, INC. November 6, 2025 A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold.
Corporate Governance
Other Against AGAINST
29 funds
Split
4 FOR, 5 AGAINST
THE SHERWIN-WILLIAMS COMPANY April 22, 2026 Advisory Approval of Management Proposal to Amend Shareholders' Ability to Call a Special Meeting to a 25% Ownership Threshold
Shareholder Rights and Defenses
Other For FOR
20 funds
Split
1 FOR, 2 AGAINST
TOTVS SA October 30, 2025 Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
Corporate Governance
Other Against FOR
9 funds
Split
1 AGAINST, 2 ABSTAIN
The Brink's Company June 30, 2026 Proposal to adjourn the Brink's Special Meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there is not a quorum or there are not sufficient votes to approve the Brink's Share Issuance Proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of Brink's Common Stock (the "Brink's Adjournment Proposal").
Corporate Governance
Other For Split
2 FOR, 10 AGAINST
FOR
1 fund
ULTA BEAUTY, INC. June 9, 2026 To approve an amendment to our Certificate of Incorporation, as amended, to limit officer liability as permitted by Delaware law.
Director Elections
Other For FOR
21 funds
Split
4 FOR, 1 AGAINST
UNILEVER PLC May 13, 2026 Authorise the Company to Call General Meeting with Two Weeks' Notice
Shareholder Rights and Defenses
Other For AGAINST
11 funds
Split
7 FOR, 1 AGAINST
UNITED RENTALS, INC. May 8, 2026 Stockholder Proposal on Directors Who Fail to Obtain a Majority Vote
Corporate Governance
Other Against AGAINST
25 funds
Split
1 FOR, 3 AGAINST
VALE SA April 30, 2026 Elect Adriana de Andrade Sole as Fiscal Council Member and Pedro Zannoni as Alternate
Corporate Governance
Other None FOR
8 funds
Split
3 FOR, 1 ABSTAIN
VALE SA April 30, 2026 Elect Marcio de Souza as Fiscal Council Member and Alessandra Eloy Gadelha as Alternate
Corporate Governance
Other None FOR
8 funds
Split
3 FOR, 1 ABSTAIN
VALE SA April 30, 2026 Elect Raphael Manhaes Martins as Fiscal Council Member and Jandaraci Ferreira de Araujo as Alternate
Corporate Governance
Other None FOR
8 funds
Split
3 FOR, 1 ABSTAIN
VISA INC. January 27, 2026 Shareholder proposal on shareholder right to act by written consent.
Shareholder Rights and Defenses
Other Against Split
3 FOR, 30 AGAINST
Split
3 FOR, 4 AGAINST
VISA INC. January 27, 2026 Shareholder proposal requesting the Board of Directors to adopt a policy for an independent chair.
Corporate Governance
Other Against AGAINST
33 funds
Split
1 FOR, 7 AGAINST
VISA INC. January 27, 2026 To approve amendments to our Eighth Restated Certificate of Incorporation to limit officer liability as permitted by Delaware law.
Director Elections
Other For FOR
33 funds
Split
3 FOR, 4 AGAINST
WALMART INC. June 4, 2026 Approval of an Amendment to our Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law
Director Elections
Other For FOR
27 funds
Split
4 FOR, 5 AGAINST
WALMART INC. June 4, 2026 Request for Cumulative Voting for Board Elections
Shareholder Rights and Defenses
Other Against AGAINST
27 funds
Split
4 FOR, 5 AGAINST
WEC ENERGY GROUP, INC. May 7, 2026 Stockholder proposal to govern by majority vote
Shareholder Rights and Defenses
Other Against AGAINST
21 funds
Split
4 FOR, 1 AGAINST
WYNDHAM HOTELS & RESORTS, INC. May 14, 2026 To vote on a stockholder proposal, if properly presented at the meeting, regarding stockholder ability to act by written consent.
Shareholder Rights and Defenses
Other Against Split
12 FOR, 2 AGAINST
FOR
1 fund
ZIMMER BIOMET HOLDINGS, INC. May 22, 2026 Shareholder Proposal on Independent Board Chairman.
Corporate Governance
Other Against AGAINST
19 funds
Split
1 FOR, 2 AGAINST

Page 1 of 1

← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.