Home › Companies › MERITZ FINANCIAL GROUP INC. › 2023-2024
At MERITZ FINANCIAL GROUP INC.'s 2 shareholder meetings in the 2023-2024 proxy season (held November 10, 2023 and March 22, 2024), 53 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,136 separate fund positions. Their filings are grouped here into 30 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. No official Form 8-K vote tally has been matched to this meeting, so this page states no certified outcome for its most widely held ballot item. On that item — Approve Total Remuneration of Inside Directors and Outside Directors — the reporting funds and managers cast 100% of the shares they voted in favour (FOR divided by FOR plus AGAINST plus WITHHELD; abstained and unvoted shares are excluded because neither took a side). Fund and manager reports are combined in it and may count the same shares twice: it adds fund reports to institutional-manager reports, which can cover the same shares. It is not the company's certified result.
Download data (CSV): ballot items · votes by manager · column guide.
Compiled from SEC Form N-PX filings. Page generated November 8, 2026.
No official results are on file for this meeting: no Form 8-K tally (Item 5.07) from MERITZ FINANCIAL GROUP INC. has been matched to it. The figures below are the funds’ own votes from Form N-PX. They are not the meeting result, so they are not used to judge dissent.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Explore MERITZ FINANCIAL GROUP INC. in the interactive database Compare manager voting policies
Each item below shows how the 53 asset managers that disclosed a MERITZ FINANCIAL GROUP INC. 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. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of MERITZ FINANCIAL GROUP INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Meeting held March 22, 2024; no official results are on file for this meeting.
99.9% of fund votes cast · no official result
The 35 asset managers below reported 7,511,893 for, 6,570 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,565,375 | 0 | 0 | 0 | For |
| BlackRock | 2,419,181 | 0 | 0 | 0 | For |
| Dimensional | 884,233 | 0 | 0 | 0 | For |
| Fidelity | 437,378 | 0 | 0 | 0 | For |
| Goldman Sachs | 254,346 | 0 | 0 | 0 | For |
| TIAA | 197,530 | 0 | 0 | 0 | For |
| State Street | 193,793 | 0 | 0 | 0 | For |
| American Century | 166,607 | 0 | 0 | 0 | For |
| Nationwide | 93,960 | 0 | 0 | 0 | For |
| Lincoln Financial | 48,583 | 0 | 0 | 0 | For |
| WisdomTree | 44,673 | 0 | 0 | 0 | For |
| Franklin Templeton | 39,622 | 0 | 0 | 0 | For |
| First Trust | 32,866 | 0 | 0 | 0 | For |
| Northern Trust | 23,080 | 0 | 0 | 0 | For |
| Invesco | 22,239 | 0 | 0 | 0 | For |
| Lazard | 17,163 | 0 | 0 | 0 | For |
| DWS | 15,780 | 0 | 0 | 0 | For |
| Managed Account Series | 12,346 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 9,258 | 0 | 0 | 0 | For |
| Voya | 7,149 | 0 | 0 | 0 | For |
| Calvert | 0 | 6,570 | 0 | 0 | Against |
| Symmetry Panoramic Trust | 4,225 | 0 | 0 | 0 | For |
| New York Life | 3,487 | 0 | 0 | 0 | For |
| MFS | 2,519 | 0 | 0 | 0 | For |
| Segall Bryant & Hamill Trust | 2,395 | 0 | 0 | 0 | For |
Showing the 25 largest of 35 asset managers. All 35 are in the interactive database (link above).
Meeting held March 22, 2024; no official results are on file for this meeting.
67% of fund votes cast · no official result
The 35 asset managers below reported 5,066,290 for, 2,452,173 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,565,375 | 0 | 0 | 0 | For |
| BlackRock | 0 | 2,419,181 | 0 | 0 | Against |
| Dimensional | 884,233 | 0 | 0 | 0 | For |
| Fidelity | 437,378 | 0 | 0 | 0 | For |
| Goldman Sachs | 254,346 | 0 | 0 | 0 | For |
| TIAA | 197,530 | 0 | 0 | 0 | For |
| State Street | 193,793 | 0 | 0 | 0 | For |
| American Century | 166,607 | 0 | 0 | 0 | For |
| Nationwide | 93,960 | 0 | 0 | 0 | For |
| Lincoln Financial | 39,441 | 9,142 | 0 | 0 | Mixed |
| WisdomTree | 44,673 | 0 | 0 | 0 | For |
| Franklin Templeton | 39,622 | 0 | 0 | 0 | For |
| First Trust | 32,866 | 0 | 0 | 0 | For |
| Northern Trust | 23,080 | 0 | 0 | 0 | For |
| Invesco | 22,239 | 0 | 0 | 0 | For |
| Lazard | 17,163 | 0 | 0 | 0 | For |
| DWS | 15,780 | 0 | 0 | 0 | For |
| Managed Account Series | 0 | 12,346 | 0 | 0 | Against |
| MASTER INVESTMENT PORTFOLIO | 0 | 9,258 | 0 | 0 | Against |
| Voya | 7,149 | 0 | 0 | 0 | For |
| Calvert | 6,570 | 0 | 0 | 0 | For |
| Symmetry Panoramic Trust | 4,225 | 0 | 0 | 0 | For |
| New York Life | 3,487 | 0 | 0 | 0 | For |
| MFS | 2,519 | 0 | 0 | 0 | For |
| Segall Bryant & Hamill Trust | 2,395 | 0 | 0 | 0 | For |
Showing the 25 largest of 35 asset managers. All 35 are in the interactive database (link above).
Meeting held March 22, 2024; no official results are on file for this meeting.
67% of fund votes cast · no official result
The 35 asset managers below reported 5,066,290 for, 2,452,173 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,565,375 | 0 | 0 | 0 | For |
| BlackRock | 0 | 2,419,181 | 0 | 0 | Against |
| Dimensional | 884,233 | 0 | 0 | 0 | For |
| Fidelity | 437,378 | 0 | 0 | 0 | For |
| Goldman Sachs | 254,346 | 0 | 0 | 0 | For |
| TIAA | 197,530 | 0 | 0 | 0 | For |
| State Street | 193,793 | 0 | 0 | 0 | For |
| American Century | 166,607 | 0 | 0 | 0 | For |
| Nationwide | 93,960 | 0 | 0 | 0 | For |
| Lincoln Financial | 39,441 | 9,142 | 0 | 0 | Mixed |
| WisdomTree | 44,673 | 0 | 0 | 0 | For |
| Franklin Templeton | 39,622 | 0 | 0 | 0 | For |
| First Trust | 32,866 | 0 | 0 | 0 | For |
| Northern Trust | 23,080 | 0 | 0 | 0 | For |
| Invesco | 22,239 | 0 | 0 | 0 | For |
| Lazard | 17,163 | 0 | 0 | 0 | For |
| DWS | 15,780 | 0 | 0 | 0 | For |
| Managed Account Series | 0 | 12,346 | 0 | 0 | Against |
| MASTER INVESTMENT PORTFOLIO | 0 | 9,258 | 0 | 0 | Against |
| Voya | 7,149 | 0 | 0 | 0 | For |
| Calvert | 6,570 | 0 | 0 | 0 | For |
| Symmetry Panoramic Trust | 4,225 | 0 | 0 | 0 | For |
| New York Life | 3,487 | 0 | 0 | 0 | For |
| MFS | 2,519 | 0 | 0 | 0 | For |
| Segall Bryant & Hamill Trust | 2,395 | 0 | 0 | 0 | For |
Showing the 25 largest of 35 asset managers. All 35 are in the interactive database (link above).
Meeting held March 22, 2024; no official results are on file for this meeting.
54.8% of fund votes cast · no official result
The 35 asset managers below reported 4,121,601 for, 3,396,862 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 2,565,375 | 0 | 0 | Against |
| BlackRock | 2,419,181 | 0 | 0 | 0 | For |
| Dimensional | 884,233 | 0 | 0 | 0 | For |
| Fidelity | 0 | 437,378 | 0 | 0 | Against |
| Goldman Sachs | 254,346 | 0 | 0 | 0 | For |
| TIAA | 0 | 197,530 | 0 | 0 | Against |
| State Street | 193,793 | 0 | 0 | 0 | For |
| American Century | 0 | 166,607 | 0 | 0 | Against |
| Nationwide | 93,960 | 0 | 0 | 0 | For |
| Lincoln Financial | 48,583 | 0 | 0 | 0 | For |
| WisdomTree | 44,673 | 0 | 0 | 0 | For |
| Franklin Templeton | 39,622 | 0 | 0 | 0 | For |
| First Trust | 32,866 | 0 | 0 | 0 | For |
| Northern Trust | 23,080 | 0 | 0 | 0 | For |
| Invesco | 0 | 22,239 | 0 | 0 | Against |
| Lazard | 17,163 | 0 | 0 | 0 | For |
| DWS | 15,780 | 0 | 0 | 0 | For |
| Managed Account Series | 12,346 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 9,258 | 0 | 0 | 0 | For |
| Voya | 7,149 | 0 | 0 | 0 | For |
| Calvert | 6,570 | 0 | 0 | 0 | For |
| Symmetry Panoramic Trust | 4,225 | 0 | 0 | 0 | For |
| New York Life | 3,487 | 0 | 0 | 0 | For |
| MFS | 0 | 2,519 | 0 | 0 | Against |
| Segall Bryant & Hamill Trust | 2,395 | 0 | 0 | 0 | For |
Showing the 25 largest of 35 asset managers. All 35 are in the interactive database (link above).
Meeting held March 22, 2024; no official results are on file for this meeting.
67% of fund votes cast · no official result
The 35 asset managers below reported 5,059,720 for, 2,458,743 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,565,375 | 0 | 0 | 0 | For |
| BlackRock | 0 | 2,419,181 | 0 | 0 | Against |
| Dimensional | 884,233 | 0 | 0 | 0 | For |
| Fidelity | 437,378 | 0 | 0 | 0 | For |
| Goldman Sachs | 254,346 | 0 | 0 | 0 | For |
| TIAA | 197,530 | 0 | 0 | 0 | For |
| State Street | 193,793 | 0 | 0 | 0 | For |
| American Century | 166,607 | 0 | 0 | 0 | For |
| Nationwide | 93,960 | 0 | 0 | 0 | For |
| Lincoln Financial | 39,441 | 9,142 | 0 | 0 | Mixed |
| WisdomTree | 44,673 | 0 | 0 | 0 | For |
| Franklin Templeton | 39,622 | 0 | 0 | 0 | For |
| First Trust | 32,866 | 0 | 0 | 0 | For |
| Northern Trust | 23,080 | 0 | 0 | 0 | For |
| Invesco | 22,239 | 0 | 0 | 0 | For |
| Lazard | 17,163 | 0 | 0 | 0 | For |
| DWS | 15,780 | 0 | 0 | 0 | For |
| Managed Account Series | 0 | 12,346 | 0 | 0 | Against |
| MASTER INVESTMENT PORTFOLIO | 0 | 9,258 | 0 | 0 | Against |
| Voya | 7,149 | 0 | 0 | 0 | For |
| Calvert | 0 | 6,570 | 0 | 0 | Against |
| Symmetry Panoramic Trust | 4,225 | 0 | 0 | 0 | For |
| New York Life | 3,487 | 0 | 0 | 0 | For |
| MFS | 2,519 | 0 | 0 | 0 | For |
| Segall Bryant & Hamill Trust | 2,395 | 0 | 0 | 0 | For |
Showing the 25 largest of 35 asset managers. All 35 are in the interactive database (link above).
Meeting held March 22, 2024; no official results are on file for this meeting.
67% of fund votes cast · no official result
The 35 asset managers below reported 5,059,720 for, 2,458,743 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,565,375 | 0 | 0 | 0 | For |
| BlackRock | 0 | 2,419,181 | 0 | 0 | Against |
| Dimensional | 884,233 | 0 | 0 | 0 | For |
| Fidelity | 437,378 | 0 | 0 | 0 | For |
| Goldman Sachs | 254,346 | 0 | 0 | 0 | For |
| TIAA | 197,530 | 0 | 0 | 0 | For |
| State Street | 193,793 | 0 | 0 | 0 | For |
| American Century | 166,607 | 0 | 0 | 0 | For |
| Nationwide | 93,960 | 0 | 0 | 0 | For |
| Lincoln Financial | 39,441 | 9,142 | 0 | 0 | Mixed |
| WisdomTree | 44,673 | 0 | 0 | 0 | For |
| Franklin Templeton | 39,622 | 0 | 0 | 0 | For |
| First Trust | 32,866 | 0 | 0 | 0 | For |
| Northern Trust | 23,080 | 0 | 0 | 0 | For |
| Invesco | 22,239 | 0 | 0 | 0 | For |
| Lazard | 17,163 | 0 | 0 | 0 | For |
| DWS | 15,780 | 0 | 0 | 0 | For |
| Managed Account Series | 0 | 12,346 | 0 | 0 | Against |
| MASTER INVESTMENT PORTFOLIO | 0 | 9,258 | 0 | 0 | Against |
| Voya | 7,149 | 0 | 0 | 0 | For |
| Calvert | 0 | 6,570 | 0 | 0 | Against |
| Symmetry Panoramic Trust | 4,225 | 0 | 0 | 0 | For |
| New York Life | 3,487 | 0 | 0 | 0 | For |
| MFS | 2,519 | 0 | 0 | 0 | For |
| Segall Bryant & Hamill Trust | 2,395 | 0 | 0 | 0 | For |
Showing the 25 largest of 35 asset managers. All 35 are in the interactive database (link above).
Meeting held March 22, 2024; no official results are on file for this meeting.
92% of fund votes cast · no official result
The 7 asset managers below reported 163,788 for, 13,560 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Calamos | 96,560 | 0 | 0 | 0 | For |
| John Hancock | 31,742 | 0 | 0 | 0 | For |
| Jackson National | 10,640 | 12,528 | 0 | 0 | Mixed |
| GPS Funds I | 8,990 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 8,819 | 0 | 0 | 0 | For |
| JPMorgan | 7,037 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 0 | 1,032 | 0 | 0 | Against |
Meeting held March 22, 2024; no official results are on file for this meeting.
92% of fund votes cast · no official result
The 7 asset managers below reported 163,788 for, 13,560 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Calamos | 96,560 | 0 | 0 | 0 | For |
| John Hancock | 31,742 | 0 | 0 | 0 | For |
| Jackson National | 10,640 | 12,528 | 0 | 0 | Mixed |
| GPS Funds I | 8,990 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 8,819 | 0 | 0 | 0 | For |
| JPMorgan | 7,037 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 0 | 1,032 | 0 | 0 | Against |
Meeting held March 22, 2024; no official results are on file for this meeting.
100% of fund votes cast · no official result
The 7 asset managers below reported 177,348 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Calamos | 96,560 | 0 | 0 | 0 | For |
| John Hancock | 31,742 | 0 | 0 | 0 | For |
| Jackson National | 23,168 | 0 | 0 | 0 | For |
| GPS Funds I | 8,990 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 8,819 | 0 | 0 | 0 | For |
| JPMorgan | 7,037 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 1,032 | 0 | 0 | 0 | For |
Meeting held March 22, 2024; no official results are on file for this meeting.
92% of fund votes cast · no official result
The 7 asset managers below reported 163,788 for, 13,560 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Calamos | 96,560 | 0 | 0 | 0 | For |
| John Hancock | 31,742 | 0 | 0 | 0 | For |
| Jackson National | 10,640 | 12,528 | 0 | 0 | Mixed |
| GPS Funds I | 8,990 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 8,819 | 0 | 0 | 0 | For |
| JPMorgan | 7,037 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 0 | 1,032 | 0 | 0 | Against |
Meeting held March 22, 2024; no official results are on file for this meeting.
92% of fund votes cast · no official result
The 7 asset managers below reported 163,788 for, 13,560 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Calamos | 96,560 | 0 | 0 | 0 | For |
| John Hancock | 31,742 | 0 | 0 | 0 | For |
| Jackson National | 10,640 | 12,528 | 0 | 0 | Mixed |
| GPS Funds I | 8,990 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 8,819 | 0 | 0 | 0 | For |
| JPMorgan | 7,037 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 0 | 1,032 | 0 | 0 | Against |
Meeting held March 22, 2024; no official results are on file for this meeting.
100% of fund votes cast · no official result
The 7 asset managers below reported 177,348 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Calamos | 96,560 | 0 | 0 | 0 | For |
| John Hancock | 31,742 | 0 | 0 | 0 | For |
| Jackson National | 23,168 | 0 | 0 | 0 | For |
| GPS Funds I | 8,990 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 8,819 | 0 | 0 | 0 | For |
| JPMorgan | 7,037 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 1,032 | 0 | 0 | 0 | For |
Meeting held March 22, 2024; no official results are on file for this meeting.
8% of fund votes cast · no official result
The 5 asset managers below reported 31,952 for, 354,596 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 0 | 323,564 | 0 | 0 | Against |
| Prudential/PGIM | 31,952 | 0 | 0 | 0 | For |
| Russell Investments | 0 | 18,781 | 0 | 0 | Against |
| SEI | 0 | 12,019 | 0 | 0 | Against |
| Federated Hermes | 0 | 232 | 0 | 0 | Against |
Meeting held March 22, 2024; no official results are on file for this meeting.
13% of fund votes cast · no official result
The 5 asset managers below reported 50,733 for, 335,815 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 0 | 323,564 | 0 | 0 | Against |
| Prudential/PGIM | 31,952 | 0 | 0 | 0 | For |
| Russell Investments | 18,781 | 0 | 0 | 0 | For |
| SEI | 0 | 12,019 | 0 | 0 | Against |
| Federated Hermes | 0 | 232 | 0 | 0 | Against |
Meeting held March 22, 2024; no official results are on file for this meeting.
8% of fund votes cast · no official result
The 5 asset managers below reported 32,184 for, 354,364 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 0 | 323,564 | 0 | 0 | Against |
| Prudential/PGIM | 31,952 | 0 | 0 | 0 | For |
| Russell Investments | 0 | 18,781 | 0 | 0 | Against |
| SEI | 0 | 12,019 | 0 | 0 | Against |
| Federated Hermes | 232 | 0 | 0 | 0 | For |
Meeting held March 22, 2024; no official results are on file for this meeting.
8% of fund votes cast · no official result
The 5 asset managers below reported 32,184 for, 354,364 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 0 | 323,564 | 0 | 0 | Against |
| Prudential/PGIM | 31,952 | 0 | 0 | 0 | For |
| Russell Investments | 0 | 18,781 | 0 | 0 | Against |
| SEI | 0 | 12,019 | 0 | 0 | Against |
| Federated Hermes | 232 | 0 | 0 | 0 | For |
Meeting held March 22, 2024; no official results are on file for this meeting.
99.9% of fund votes cast · no official result
The 5 asset managers below reported 386,316 for, 232 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 323,564 | 0 | 0 | 0 | For |
| Prudential/PGIM | 31,952 | 0 | 0 | 0 | For |
| Russell Investments | 18,781 | 0 | 0 | 0 | For |
| SEI | 12,019 | 0 | 0 | 0 | For |
| Federated Hermes | 0 | 232 | 0 | 0 | Against |
Meeting held March 22, 2024; no official results are on file for this meeting.
100% of fund votes cast · no official result
The 5 asset managers below reported 386,548 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 323,564 | 0 | 0 | 0 | For |
| Prudential/PGIM | 31,952 | 0 | 0 | 0 | For |
| Russell Investments | 18,781 | 0 | 0 | 0 | For |
| SEI | 12,019 | 0 | 0 | 0 | For |
| Federated Hermes | 232 | 0 | 0 | 0 | For |
Meeting held March 22, 2024; no official results are on file for this meeting.
100% of fund votes cast · no official result
The 35 asset managers below reported 7,518,463 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,565,375 | 0 | 0 | 0 | For |
| BlackRock | 2,419,181 | 0 | 0 | 0 | For |
| Dimensional | 884,233 | 0 | 0 | 0 | For |
| Fidelity | 437,378 | 0 | 0 | 0 | For |
| Goldman Sachs | 254,346 | 0 | 0 | 0 | For |
| TIAA | 197,530 | 0 | 0 | 0 | For |
| State Street | 193,793 | 0 | 0 | 0 | For |
| American Century | 166,607 | 0 | 0 | 0 | For |
| Nationwide | 93,960 | 0 | 0 | 0 | For |
| Lincoln Financial | 48,583 | 0 | 0 | 0 | For |
| WisdomTree | 44,673 | 0 | 0 | 0 | For |
| Franklin Templeton | 39,622 | 0 | 0 | 0 | For |
| First Trust | 32,866 | 0 | 0 | 0 | For |
| Northern Trust | 23,080 | 0 | 0 | 0 | For |
| Invesco | 22,239 | 0 | 0 | 0 | For |
| Lazard | 17,163 | 0 | 0 | 0 | For |
| DWS | 15,780 | 0 | 0 | 0 | For |
| Managed Account Series | 12,346 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 9,258 | 0 | 0 | 0 | For |
| Voya | 7,149 | 0 | 0 | 0 | For |
| Calvert | 6,570 | 0 | 0 | 0 | For |
| Symmetry Panoramic Trust | 4,225 | 0 | 0 | 0 | For |
| New York Life | 3,487 | 0 | 0 | 0 | For |
| MFS | 2,519 | 0 | 0 | 0 | For |
| Segall Bryant & Hamill Trust | 2,395 | 0 | 0 | 0 | For |
Showing the 25 largest of 35 asset managers. All 35 are in the interactive database (link above).
Meeting held March 22, 2024; no official results are on file for this meeting.
95% of fund votes cast · no official result
Description as filed by funds: AMENDMENT OF ARTICLES OF INCORPORATION
The 7 asset managers below reported 168,529 for, 8,819 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Calamos | 96,560 | 0 | 0 | 0 | For |
| John Hancock | 31,742 | 0 | 0 | 0 | For |
| Jackson National | 23,168 | 0 | 0 | 0 | For |
| GPS Funds I | 8,990 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 0 | 8,819 | 0 | 0 | Against |
| JPMorgan | 7,037 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 1,032 | 0 | 0 | 0 | For |
Meeting held March 22, 2024; no official results are on file for this meeting.
100% of fund votes cast · no official result
The 5 asset managers below reported 386,548 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 323,564 | 0 | 0 | 0 | For |
| Prudential/PGIM | 31,952 | 0 | 0 | 0 | For |
| Russell Investments | 18,781 | 0 | 0 | 0 | For |
| SEI | 12,019 | 0 | 0 | 0 | For |
| Federated Hermes | 232 | 0 | 0 | 0 | For |
Meeting held November 10, 2023; no official results are on file for this meeting.
100% of fund votes cast · no official result
The 36 asset managers below reported 7,578,510 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,553,868 | 0 | 0 | 0 | For |
| BlackRock | 2,374,443 | 0 | 0 | 0 | For |
| Dimensional | 1,096,729 | 0 | 0 | 0 | For |
| Fidelity | 418,411 | 0 | 0 | 0 | For |
| TIAA | 197,530 | 0 | 0 | 0 | For |
| State Street | 190,527 | 0 | 0 | 0 | For |
| WisdomTree | 182,220 | 0 | 0 | 0 | For |
| American Century | 163,961 | 0 | 0 | 0 | For |
| Goldman Sachs | 90,271 | 0 | 0 | 0 | For |
| Lincoln Financial | 49,533 | 0 | 0 | 0 | For |
| Franklin Templeton | 48,248 | 0 | 0 | 0 | For |
| Nationwide | 47,821 | 0 | 0 | 0 | For |
| Northern Trust | 23,003 | 0 | 0 | 0 | For |
| Invesco | 21,001 | 0 | 0 | 0 | For |
| Lazard | 16,207 | 0 | 0 | 0 | For |
| Thrivent | 13,946 | 0 | 0 | 0 | For |
| Managed Account Series | 10,892 | 0 | 0 | 0 | For |
| DWS | 10,609 | 0 | 0 | 0 | For |
| AQR | 9,762 | 0 | 0 | 0 | For |
| Voya | 9,113 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 8,901 | 0 | 0 | 0 | For |
| First Trust | 8,049 | 0 | 0 | 0 | For |
| Calvert | 6,081 | 0 | 0 | 0 | For |
| Symmetry Panoramic Trust | 4,430 | 0 | 0 | 0 | For |
| SA FUNDS INVESTMENT TRUST | 4,221 | 0 | 0 | 0 | For |
Showing the 25 largest of 36 asset managers. All 36 are in the interactive database (link above).
Meeting held November 10, 2023; no official results are on file for this meeting.
100% of fund votes cast · no official result
Description as filed by funds: CAPITAL RESERVE REDUCTION
The 6 asset managers below reported 171,508 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Calamos | 96,560 | 0 | 0 | 0 | For |
| John Hancock | 32,984 | 0 | 0 | 0 | For |
| Jackson National | 21,852 | 0 | 0 | 0 | For |
| GPS Funds I | 9,714 | 0 | 0 | 0 | For |
| JPMorgan | 8,056 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 2,342 | 0 | 0 | 0 | For |
Meeting held November 10, 2023; no official results are on file for this meeting.
100% of fund votes cast · no official result
The 6 asset managers below reported 438,234 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 379,333 | 0 | 0 | 0 | For |
| Prudential/PGIM | 32,103 | 0 | 0 | 0 | For |
| Russell Investments | 13,609 | 0 | 0 | 0 | For |
| SEI | 12,019 | 0 | 0 | 0 | For |
| Hartford | 926 | 0 | 0 | 0 | For |
| Federated Hermes | 244 | 0 | 0 | 0 | For |
Meeting held March 22, 2024; no official results are on file for this meeting.
97% of fund votes cast · no official result
The 35 asset managers below reported 7,317,113 for, 201,350 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,565,375 | 0 | 0 | 0 | For |
| BlackRock | 2,419,181 | 0 | 0 | 0 | For |
| Dimensional | 884,233 | 0 | 0 | 0 | For |
| Fidelity | 437,378 | 0 | 0 | 0 | For |
| Goldman Sachs | 254,346 | 0 | 0 | 0 | For |
| TIAA | 197,530 | 0 | 0 | 0 | For |
| State Street | 0 | 193,793 | 0 | 0 | Against |
| American Century | 166,607 | 0 | 0 | 0 | For |
| Nationwide | 93,960 | 0 | 0 | 0 | For |
| Lincoln Financial | 43,549 | 5,034 | 0 | 0 | Mixed |
| WisdomTree | 44,673 | 0 | 0 | 0 | For |
| Franklin Templeton | 39,622 | 0 | 0 | 0 | For |
| First Trust | 32,866 | 0 | 0 | 0 | For |
| Northern Trust | 23,080 | 0 | 0 | 0 | For |
| Invesco | 22,239 | 0 | 0 | 0 | For |
| Lazard | 17,163 | 0 | 0 | 0 | For |
| DWS | 15,780 | 0 | 0 | 0 | For |
| Managed Account Series | 12,346 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 9,258 | 0 | 0 | 0 | For |
| Voya | 7,149 | 0 | 0 | 0 | For |
| Calvert | 6,570 | 0 | 0 | 0 | For |
| Symmetry Panoramic Trust | 4,225 | 0 | 0 | 0 | For |
| New York Life | 3,487 | 0 | 0 | 0 | For |
| MFS | 2,519 | 0 | 0 | 0 | For |
| Segall Bryant & Hamill Trust | 2,395 | 0 | 0 | 0 | For |
Showing the 25 largest of 35 asset managers. All 35 are in the interactive database (link above).
Meeting held March 22, 2024; no official results are on file for this meeting.
98% of fund votes cast · no official result
Description as filed by funds: APPROVAL OF FINANCIAL STATEMENTS
The 7 asset managers below reported 173,789 for, 3,559 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Calamos | 96,560 | 0 | 0 | 0 | For |
| John Hancock | 28,183 | 3,559 | 0 | 0 | Mixed |
| Jackson National | 23,168 | 0 | 0 | 0 | For |
| GPS Funds I | 8,990 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 8,819 | 0 | 0 | 0 | For |
| JPMorgan | 7,037 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 1,032 | 0 | 0 | 0 | For |
Meeting held March 22, 2024; no official results are on file for this meeting.
95% of fund votes cast · no official result
The 5 asset managers below reported 367,767 for, 18,781 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 323,564 | 0 | 0 | 0 | For |
| Prudential/PGIM | 31,952 | 0 | 0 | 0 | For |
| Russell Investments | 0 | 18,781 | 0 | 0 | Against |
| SEI | 12,019 | 0 | 0 | 0 | For |
| Federated Hermes | 232 | 0 | 0 | 0 | For |
Meeting held March 22, 2024; no official results are on file for this meeting.
100% Fund and manager reports combined; may count the same shares twice · no official result
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 2,565,375 | 0 | 0 | 0 | For |
| BlackRock | 2,419,181 | 0 | 0 | 0 | For |
| Dimensional | 884,233 | 0 | 0 | 0 | For |
| Fidelity | 437,378 | 0 | 0 | 0 | For |
| Goldman Sachs | 254,346 | 0 | 0 | 0 | For |
| TIAA | 197,530 | 0 | 0 | 0 | For |
| State Street | 193,793 | 0 | 0 | 0 | For |
| American Century | 166,607 | 0 | 0 | 0 | For |
| Nationwide | 93,960 | 0 | 0 | 0 | For |
| Lincoln Financial | 48,583 | 0 | 0 | 0 | For |
| WisdomTree | 44,673 | 0 | 0 | 0 | For |
| Franklin Templeton | 39,622 | 0 | 0 | 0 | For |
| First Trust | 32,866 | 0 | 0 | 0 | For |
| Northern Trust | 23,080 | 0 | 0 | 0 | For |
| Invesco | 22,239 | 0 | 0 | 0 | For |
| Lazard | 17,163 | 0 | 0 | 0 | For |
| DWS | 15,780 | 0 | 0 | 0 | For |
| Managed Account Series | 12,346 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 9,258 | 0 | 0 | 0 | For |
| Voya | 7,149 | 0 | 0 | 0 | For |
| Calvert | 6,570 | 0 | 0 | 0 | For |
| Symmetry Panoramic Trust | 4,225 | 0 | 0 | 0 | For |
| New York Life | 3,487 | 0 | 0 | 0 | For |
| MFS | 2,519 | 0 | 0 | 0 | For |
| Segall Bryant & Hamill Trust | 2,395 | 0 | 0 | 0 | For |
Fund voting reports, all 35 managers: 7,518,463 for. Showing the 25 largest; every one is in the interactive database (link above).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dalton Investments, Inc. | 963,145 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 963,145 for.
Meeting held March 22, 2024; no official results are on file for this meeting.
100% of fund votes cast · no official result
Description as filed by funds: APPROVAL OF REMUNERATION FOR DIRECTOR
The 7 asset managers below reported 177,348 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Calamos | 96,560 | 0 | 0 | 0 | For |
| John Hancock | 31,742 | 0 | 0 | 0 | For |
| Jackson National | 23,168 | 0 | 0 | 0 | For |
| GPS Funds I | 8,990 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 8,819 | 0 | 0 | 0 | For |
| JPMorgan | 7,037 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 1,032 | 0 | 0 | 0 | For |
Meeting held March 22, 2024; no official results are on file for this meeting.
Combines 2 wordings of this item as funds reported it.
100% of fund votes cast · no official result
The 5 asset managers below reported 386,548 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 323,564 | 0 | 0 | 0 | For |
| Prudential/PGIM | 31,952 | 0 | 0 | 0 | For |
| Russell Investments | 18,781 | 0 | 0 | 0 | For |
| SEI | 12,019 | 0 | 0 | 0 | For |
| Federated Hermes | 232 | 0 | 0 | 0 | For |
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported.
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | Vanguard | 2,565,375 |
| 2 | BlackRock | 2,419,181 |
| 3 | Dimensional | 884,233 |
| 4 | Fidelity | 437,378 |
| 5 | Goldman Sachs | 254,346 |
| 6 | TIAA | 197,530 |
| 7 | State Street | 193,793 |
| 8 | American Century | 166,607 |
| 9 | Nationwide | 93,960 |
| 10 | Lincoln Financial | 48,583 |
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | Dalton Investments, Inc. | 963,145 |
Shown as share counts, not percentages: no shares-outstanding figure has been matched to MERITZ FINANCIAL GROUP INC. for the 2023-2024 season, so there is no denominator to divide by.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, 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), and Form 8-K Item 5.07, in which the company reports its own meeting results. This page is a static snapshot rebuilt weekly on November 8, 2026; a live search always shows the current data.
MERITZ FINANCIAL GROUP INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.
proxyvotesnow.com, “MERITZ FINANCIAL GROUP INC. 2023-2024 Shareholder Meetings”, https://proxyvotesnow.com/company/meritz-financial-group-inc/2024 (version of November 9, 2026). Derived from SEC Form N-PX and Form 8-K filings; tables licensed CC BY 4.0. Licence: CC BY 4.0.