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Beacon Financial Corporation 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and Beacon Financial Corporation’s Form 8-K (Item 5.07 on EDGAR). Page generated 04 October 2026.

  • 18Ballot items
  • 323Asset managers
  • 5,026Fund votes
  • 2026-05-13Meeting date

Proxy season: 2025-2026

Explore Beacon Financial Corporation in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by Beacon Financial Corporation

These tallies are Beacon Financial Corporation’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K (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.

Beacon Financial Corporation — official shareholder meeting results, meeting held 2026-05-13
Ballot itemForAgainst AbstainWithheldBroker non-votesOutcome
Elect Director: David M. Brunelle 55,841,525---- 4,039,2717,596,528 Majority: yes
Elect Director: Mary Anne Callahan 57,353,688---- 2,527,1087,596,528 Majority: yes
Elect Director: Joanne Chang 57,329,431---- 2,551,3657,596,528 Majority: yes
Elect Director: Nina A. Charnley 57,337,121---- 2,543,6757,596,528 Majority: yes
Elect Director: Mihir A. Desai 57,373,387---- 2,507,4097,596,528 Majority: yes
Elect Director: Margaret Boles Fitzgerald 57,377,993---- 2,502,8037,596,528 Majority: yes
Elect Director: Willard I. Hill, Jr. 57,252,527---- 2,628,2697,596,528 Majority: yes
Elect Director: Thomas Hollister 57,256,902---- 2,623,8947,596,528 Majority: yes
Elect Director: William H. Hughes III 57,199,302---- 2,681,4947,596,528 Majority: yes
Elect Director: Sylvia Maxfield 56,919,638---- 2,961,1587,596,528 Majority: yes
Elect Director: Bogdan Nowak 57,221,946---- 2,658,8507,596,528 Majority: yes
Elect Director: John M. Pereira 57,271,938---- 2,608,8587,596,528 Majority: yes
Elect Director: Paul A. Perrault 57,236,362---- 2,644,4347,596,528 Majority: yes
Elect Director: Karyn Polito 56,953,974---- 2,926,8227,596,528 Majority: yes
Elect Director: Eric S. Rosengren 57,113,582---- 2,767,2147,596,528 Majority: yes
Elect Director: Merrill W. Sherman 57,391,532---- 2,579,2647,596,528 Majority: yes
(2) Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026: 66,088,1201,319,59169,603 --7,596,528 Majority: yes
(3) Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers: 35,782,77123,800,639297,386 --7,596,528 Majority: yes

Source: Beacon Financial Corporation, Form 8-K — read the filing on EDGAR.

How asset managers voted at the Beacon Financial Corporation 2025-2026 meeting

Each item below shows how the 323 asset managers that disclosed a Beacon Financial Corporation 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.

1. To approve, on a non-binding advisory basis, the compensation of our named executive officers.

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 8 wordings of this item as funds reported it.

60% Majority: yes · of votes cast

FOR 60%AGAINST 40%
FOR: 35,782,771AGAINST: 23,800,639

Beacon Financial Corporation’s own tally for this item (“(3) Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers:”): 35,782,771 for, 23,800,639 against, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 43% for, 28% against (71% of the company cast a for/against vote).

The 321 asset managers below cast 64% of the shares they voted on this item FOR (37,453,904 for, 21,108,250 against).

FOR 64%AGAINST 36%
FOR: 37,453,904 (63.9%)AGAINST: 21,108,250 (36.0%)ABSTAIN: 18,842 (0.0%)
Largest asset managers voting on “To approve, on a non-binding advisory basis, the compensation of our named executive officers.” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard8,455,5253,820 30For
BlackRock8,202,41412,252 00For
FULLER & THALER ASSET MANAGEMENT, INC.04,654,780 00Against
UNDISCOVERED MANAGERS FUNDS03,288,342 00Against
Azora Capital LP2,303,6560 00For
Charles Schwab2,159,8360 00For
HoldCo Asset Management, LP02,061,000 00Against
GEODE CAPITAL MANAGEMENT, LLC2,006,1640 00For
ADAGE CAPITAL PARTNERS GP, L.L.C.1,894,9430 00For
Dimensional01,818,004 00Against
Fidelity1,748,2920 00For
American Century1,598,4580 00For
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,245,9930 00For
MFS873,5070 00For
Nuveen776,4650 00For
Invesco0765,662 00Against
TIAA765,5270 00For
Northern Trust0717,528 00Against
Capitol Series Trust0656,769 00Against
SYSTEMATIC FINANCIAL MANAGEMENT LP569,11245,300 00For
PARAMETRIC PORTFOLIO ASSOCIATES LLC0511,964 00Against
Ategra Capital Management, LLC511,2830 00For
MELLON INVESTMENTS Corp0496,205 00Against
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC0430,866 00Against
PRINCIPAL GLOBAL INVESTORS0411,601 00Against

Showing the 25 largest of 321 asset managers. See all 321 in the interactive database.

2. To ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026.

AUDIT-RELATEDMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 66,088,120AGAINST: 1,319,591

Beacon Financial Corporation’s own tally for this item (“(2) Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026:”): 66,088,120 for, 1,319,591 against, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 79% for, 2% against (80% of the company cast a for/against vote).

The 70 asset managers below cast 99% of the shares they voted on this item FOR (28,457,407 for, 373,685 against).

FOR 99%
FOR: 28,457,407 (98.6%)AGAINST: 373,685 (1.3%)ABSTAIN: 16,076 (0.1%)
Largest asset managers voting on “To ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for the y” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,829,10612,717 00For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust2,868327,643 00Against
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan195,07031,949 00For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle171,6470 00For
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 70 asset managers. See all 70 in the interactive database.

3. Election of Directors: Bogdan Nowak

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 57,221,946WITHHELD: 2,658,850

Beacon Financial Corporation’s own tally for this item (“Elect Director: Bogdan Nowak”): 57,221,946 for, 2,658,850 withheld, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 68% for, 3% withheld (71% of the company cast a for/withheld vote).

The 69 asset managers below cast 100% of the shares they voted on this item FOR (28,816,765 for, 0 against).

FOR 99.9%
FOR: 28,816,765 (99.9%)ABSTAIN: 16,080 (0.1%)
Largest asset managers voting on “Election of Directors: Bogdan Nowak” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,841,8210 40For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust330,5110 00For
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan227,0190 00For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle171,6470 00For
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

4. Election of Directors: David M. Brunelle

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%
FOR: 55,841,525WITHHELD: 4,039,271

Beacon Financial Corporation’s own tally for this item (“Elect Director: David M. Brunelle”): 55,841,525 for, 4,039,271 withheld, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 67% for, 5% withheld (71% of the company cast a for/withheld vote).

The 69 asset managers below cast 100% of the shares they voted on this item FOR (28,240,807 for, 0 against).

FOR 98%
FOR: 28,240,807 (97.9%)ABSTAIN: 592,038 (2.1%)
Largest asset managers voting on “Election of Directors: David M. Brunelle” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,805,4440 36,3810For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust2,8680 327,6430Abstain
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan195,0700 31,9490For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle00 171,6470Abstain
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

5. Election of Directors: Eric S. Rosengren

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 57,113,582WITHHELD: 2,767,214

Beacon Financial Corporation’s own tally for this item (“Elect Director: Eric S. Rosengren”): 57,113,582 for, 2,767,214 withheld, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 68% for, 3% withheld (71% of the company cast a for/withheld vote).

The 69 asset managers below cast 100% of the shares they voted on this item FOR (28,816,763 for, 0 against).

FOR 99.9%
FOR: 28,816,763 (99.9%)ABSTAIN: 16,082 (0.1%)
Largest asset managers voting on “Election of Directors: Eric S. Rosengren” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,841,8190 60For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust330,5110 00For
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan227,0190 00For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle171,6470 00For
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

6. Election of Directors: Joanne B. Chang

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 57,329,431WITHHELD: 2,551,365

Beacon Financial Corporation’s own tally for this item (“Elect Director: Joanne Chang”): 57,329,431 for, 2,551,365 withheld, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 68% for, 3% withheld (71% of the company cast a for/withheld vote).

The 69 asset managers below cast 100% of the shares they voted on this item FOR (28,816,765 for, 0 against).

FOR 99.9%
FOR: 28,816,765 (99.9%)ABSTAIN: 16,080 (0.1%)
Largest asset managers voting on “Election of Directors: Joanne B. Chang” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,841,8210 40For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust330,5110 00For
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan227,0190 00For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle171,6470 00For
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

7. Election of Directors: John M. Pereira

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 57,271,938WITHHELD: 2,608,858

Beacon Financial Corporation’s own tally for this item (“Elect Director: John M. Pereira”): 57,271,938 for, 2,608,858 withheld, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 68% for, 3% withheld (71% of the company cast a for/withheld vote).

The 69 asset managers below cast 100% of the shares they voted on this item FOR (28,816,765 for, 0 against).

FOR 99.9%
FOR: 28,816,765 (99.9%)ABSTAIN: 16,080 (0.1%)
Largest asset managers voting on “Election of Directors: John M. Pereira” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,841,8210 40For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust330,5110 00For
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan227,0190 00For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle171,6470 00For
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

8. Election of Directors: Karyn Polito

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 56,953,974WITHHELD: 2,926,822

Beacon Financial Corporation’s own tally for this item (“Elect Director: Karyn Polito”): 56,953,974 for, 2,926,822 withheld, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 68% for, 3% withheld (71% of the company cast a for/withheld vote).

The 69 asset managers below cast 100% of the shares they voted on this item FOR (28,809,797 for, 0 against).

FOR 99.9%
FOR: 28,809,797 (99.9%)ABSTAIN: 23,048 (0.1%)
Largest asset managers voting on “Election of Directors: Karyn Polito” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,841,8190 60For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust330,5110 00For
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan227,0190 00For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle171,6470 00For
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

9. Election of Directors: Margaret Boles Fitzgerald

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 57,377,993WITHHELD: 2,502,803

Beacon Financial Corporation’s own tally for this item (“Elect Director: Margaret Boles Fitzgerald”): 57,377,993 for, 2,502,803 withheld, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 68% for, 3% withheld (71% of the company cast a for/withheld vote).

The 69 asset managers below cast 100% of the shares they voted on this item FOR (28,816,765 for, 0 against).

FOR 99.9%
FOR: 28,816,765 (99.9%)ABSTAIN: 16,080 (0.1%)
Largest asset managers voting on “Election of Directors: Margaret Boles Fitzgerald” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,841,8210 40For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust330,5110 00For
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan227,0190 00For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle171,6470 00For
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

10. Election of Directors: Mary Anne Callahan

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 57,353,688WITHHELD: 2,527,108

Beacon Financial Corporation’s own tally for this item (“Elect Director: Mary Anne Callahan”): 57,353,688 for, 2,527,108 withheld, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 68% for, 3% withheld (71% of the company cast a for/withheld vote).

The 69 asset managers below cast 100% of the shares they voted on this item FOR (28,816,765 for, 0 against).

FOR 99.9%
FOR: 28,816,765 (99.9%)ABSTAIN: 16,080 (0.1%)
Largest asset managers voting on “Election of Directors: Mary Anne Callahan” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,841,8210 40For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust330,5110 00For
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan227,0190 00For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle171,6470 00For
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

11. Election of Directors: Merrill W. Sherman

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 57,391,532WITHHELD: 2,579,264

Beacon Financial Corporation’s own tally for this item (“Elect Director: Merrill W. Sherman”): 57,391,532 for, 2,579,264 withheld, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 68% for, 3% withheld (72% of the company cast a for/withheld vote).

The 69 asset managers below cast 100% of the shares they voted on this item FOR (28,816,765 for, 0 against).

FOR 99.9%
FOR: 28,816,765 (99.9%)ABSTAIN: 16,080 (0.1%)
Largest asset managers voting on “Election of Directors: Merrill W. Sherman” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,841,8210 40For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust330,5110 00For
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan227,0190 00For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle171,6470 00For
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

12. Election of Directors: Mihir A. Desai

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 57,373,387WITHHELD: 2,507,409

Beacon Financial Corporation’s own tally for this item (“Elect Director: Mihir A. Desai”): 57,373,387 for, 2,507,409 withheld, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 68% for, 3% withheld (71% of the company cast a for/withheld vote).

The 69 asset managers below cast 100% of the shares they voted on this item FOR (28,816,765 for, 0 against).

FOR 99.9%
FOR: 28,816,765 (99.9%)ABSTAIN: 16,080 (0.1%)
Largest asset managers voting on “Election of Directors: Mihir A. Desai” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,841,8210 40For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust330,5110 00For
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan227,0190 00For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle171,6470 00For
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

13. Election of Directors: Nina A. Charnley

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 57,337,121WITHHELD: 2,543,675

Beacon Financial Corporation’s own tally for this item (“Elect Director: Nina A. Charnley”): 57,337,121 for, 2,543,675 withheld, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 68% for, 3% withheld (71% of the company cast a for/withheld vote).

The 69 asset managers below cast 100% of the shares they voted on this item FOR (28,816,765 for, 0 against).

FOR 99.9%
FOR: 28,816,765 (99.9%)ABSTAIN: 16,080 (0.1%)
Largest asset managers voting on “Election of Directors: Nina A. Charnley” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,841,8210 40For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust330,5110 00For
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan227,0190 00For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle171,6470 00For
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

14. Election of Directors: Paul A. Perrault

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 57,236,362WITHHELD: 2,644,434

Beacon Financial Corporation’s own tally for this item (“Elect Director: Paul A. Perrault”): 57,236,362 for, 2,644,434 withheld, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 68% for, 3% withheld (71% of the company cast a for/withheld vote).

The 69 asset managers below cast 100% of the shares they voted on this item FOR (28,816,763 for, 0 against).

FOR 99.9%
FOR: 28,816,763 (99.9%)ABSTAIN: 16,082 (0.1%)
Largest asset managers voting on “Election of Directors: Paul A. Perrault” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,841,8190 60For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust330,5110 00For
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan227,0190 00For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle171,6470 00For
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

15. Election of Directors: Sylvia Maxfield

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 56,919,638WITHHELD: 2,961,158

Beacon Financial Corporation’s own tally for this item (“Elect Director: Sylvia Maxfield”): 56,919,638 for, 2,961,158 withheld, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 68% for, 4% withheld (71% of the company cast a for/withheld vote).

The 69 asset managers below cast 100% of the shares they voted on this item FOR (28,476,410 for, 0 against).

FOR 99%
FOR: 28,476,410 (98.8%)ABSTAIN: 356,435 (1.2%)
Largest asset managers voting on “Election of Directors: Sylvia Maxfield” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,829,1090 12,7160For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust2,8680 327,6430Abstain
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan227,0190 00For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle171,6470 00For
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

16. Election of Directors: Thomas J. Hollister

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 57,256,902WITHHELD: 2,623,894

Beacon Financial Corporation’s own tally for this item (“Elect Director: Thomas Hollister”): 57,256,902 for, 2,623,894 withheld, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 68% for, 3% withheld (71% of the company cast a for/withheld vote).

The 69 asset managers below cast 100% of the shares they voted on this item FOR (28,816,763 for, 0 against).

FOR 99.9%
FOR: 28,816,763 (99.9%)ABSTAIN: 16,082 (0.1%)
Largest asset managers voting on “Election of Directors: Thomas J. Hollister” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,841,8190 60For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust330,5110 00For
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan227,0190 00For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle171,6470 00For
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

17. Election of Directors: Willard I. Hill, Jr.

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 57,252,527WITHHELD: 2,628,269

Beacon Financial Corporation’s own tally for this item (“Elect Director: Willard I. Hill, Jr.”): 57,252,527 for, 2,628,269 withheld, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 68% for, 3% withheld (71% of the company cast a for/withheld vote).

The 69 asset managers below cast 100% of the shares they voted on this item FOR (28,816,765 for, 0 against).

FOR 99.9%
FOR: 28,816,765 (99.9%)ABSTAIN: 16,080 (0.1%)
Largest asset managers voting on “Election of Directors: Willard I. Hill, Jr.” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,841,8210 40For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust330,5110 00For
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan227,0190 00For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle171,6470 00For
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

18. Election of Directors: William H. Hughes III

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 57,199,302WITHHELD: 2,681,494

Beacon Financial Corporation’s own tally for this item (“Elect Director: William H. Hughes III”): 57,199,302 for, 2,681,494 withheld, per its Form 8-K (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. Of all 83,816,086 outstanding shares: 68% for, 3% withheld (71% of the company cast a for/withheld vote).

The 69 asset managers below cast 100% of the shares they voted on this item FOR (28,809,797 for, 0 against).

FOR 99.9%
FOR: 28,809,797 (99.9%)ABSTAIN: 23,048 (0.1%)
Largest asset managers voting on “Election of Directors: William H. Hughes III” at Beacon Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard7,841,8190 60For
BlackRock6,224,7070 00For
UNDISCOVERED MANAGERS FUNDS3,288,3420 00For
Fidelity1,726,9560 00For
Dimensional1,406,4900 00For
Charles Schwab1,030,8630 00For
MFS873,5070 00For
American Century797,8750 00For
TIAA765,3770 00For
Capitol Series Trust656,7690 00For
Invesco358,2390 00For
Bridge Builder Trust343,2140 00For
EA Series Trust330,5110 00For
Royce313,4190 00For
Jackson National228,4130 00For
JPMorgan227,0190 00For
BRIDGEWAY FUNDS INC199,0000 00For
Columbia Threadneedle171,6470 00For
RMB INVESTORS TRUST170,0000 00For
Transamerica165,3000 00For
Principal143,9150 00For
Equitable137,4020 00For
HOTCHKIS & WILEY FUNDS /DE/128,6550 00For
HENNESSY FUNDS TRUST110,0000 00For
QUANTITATIVE MASTER SERIES LLC96,6660 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

Largest Beacon Financial Corporation shareholders voting in 2025-2026

Ranked by the number of Beacon Financial Corporation shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 83,816,086 shares outstanding at the time of that meeting.

Top Beacon Financial Corporation shareholders by shares voted, 2025-2026
#Asset manager % of shares outstanding
1Vanguard 10.09%
2BlackRock 9.80%
3FULLER & THALER ASSET MANAGEMENT, INC. 5.55%
4UNDISCOVERED MANAGERS FUNDS 3.92%
5Azora Capital LP 2.75%
6Charles Schwab 2.58%
7HoldCo Asset Management, LP 2.46%
8GEODE CAPITAL MANAGEMENT, LLC 2.39%
9ADAGE CAPITAL PARTNERS GP, L.L.C. 2.26%
10Dimensional 2.17%

Reported Beacon Financial Corporation ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

Beacon Financial Corporation beneficial owners on record for the 2025-2026 proxy season
Holder % outstanding Disclosure
BlackRock 14.53% 13F
Vanguard Group 11.46% 13F
Vanguard Portfolio Management 6.19% 13G
Millennium Management 6.10% 13F
Dimensional Fund Advisors 5.75% 13F
Integrated Core Strategies (US) LLC 5.45% 13G
Fuller & Thaler Asset Management, Inc. 3.26% DEF14A
State Street Corporation. 2.86% DEF14A
Morgan Stanley 1.87% 13F
Goldman Sachs 1.70% 13F

Percentages above are of 83,816,086 shares outstanding, as reported by Beacon Financial Corporation on its Form 10-Q dated 2026-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Beacon Financial Corporation’s 10-Q dated 2026-04-30. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At Beacon Financial Corporation's shareholder meeting held 2026-05-13, in the 2025-2026 proxy season, 323 asset managers reported how they voted on 18 ballot items in their SEC Form N-PX filings, covering 5,026 separate fund positions. On the most widely held item on that ballot — To approve, on a non-binding advisory basis, the compensation of our named executive officers. — FOR was 60% 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: Beacon Financial Corporation's Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission (filing date not recorded for this item).

Beacon Financial Corporation proxy season coverage: 2025-2026 (this page).