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At MERITZ Financial Group, Inc.'s shareholder meeting held March 26, 2025, in the 2024-2025 proxy season, 49 asset managers reported how they voted in their SEC Form N-PX filings, covering 484 separate fund positions. Their filings are grouped here into 12 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 49 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.
99.3% of fund votes cast · no official result
The 35 asset managers below reported 4,275,183 for, 28,393 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 | 2,387,599 | 0 | 0 | 0 | For |
| Dimensional | 617,645 | 0 | 0 | 0 | For |
| Fidelity | 450,636 | 0 | 0 | 0 | For |
| American Century | 184,890 | 0 | 0 | 0 | For |
| TIAA | 130,384 | 0 | 0 | 0 | For |
| State Street | 117,175 | 0 | 0 | 0 | For |
| Putnam | 94,315 | 0 | 0 | 0 | For |
| Empower | 33,678 | 0 | 0 | 0 | For |
| New York Life | 30,265 | 0 | 0 | 0 | For |
| WisdomTree | 28,344 | 0 | 0 | 0 | For |
| First Trust | 27,191 | 0 | 0 | 0 | For |
| Northern Trust | 23,723 | 0 | 0 | 0 | For |
| Goldman Sachs | 22,084 | 0 | 0 | 0 | For |
| Brighthouse | 22,023 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 21,437 | 0 | 0 | Against |
| Franklin Templeton | 14,787 | 0 | 0 | 0 | For |
| FRANKLIN FUND ALLOCATOR SERIES | 14,518 | 0 | 0 | 0 | For |
| Victory Capital | 14,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,831 | 0 | 0 | 0 | For |
| Nationwide | 12,526 | 0 | 0 | 0 | For |
| Lazard | 8,880 | 0 | 0 | 0 | For |
| Voya | 6,485 | 0 | 0 | 0 | For |
| Calvert | 0 | 4,337 | 0 | 0 | Against |
| Symmetry Panoramic Trust | 4,225 | 0 | 0 | 0 | For |
| HC CAPITAL TRUST | 3,445 | 0 | 0 | 0 | For |
Showing the 25 largest of 35 asset managers. All 35 are in the interactive database (link above).
99.8% of fund votes cast · no official result
The 9 asset managers below reported 2,248,528 for, 3,155 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 |
|---|---|---|---|---|---|
| BlackRock | 2,002,638 | 0 | 0 | 0 | For |
| Calamos | 178,425 | 0 | 0 | 0 | For |
| John Hancock | 36,736 | 0 | 0 | 0 | For |
| JPMorgan | 10,027 | 0 | 0 | 0 | For |
| Jackson National | 8,507 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 6,585 | 0 | 0 | 0 | For |
| GPS Funds I | 3,475 | 0 | 0 | 0 | For |
| TIMOTHY PLAN | 0 | 3,155 | 0 | 0 | Against |
| Advisors' Inner Circle Fund III | 2,135 | 0 | 0 | 0 | For |
100% of fund votes cast · no official result
The 4 asset managers below reported 294,321 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 | 242,585 | 0 | 0 | 0 | For |
| SEI | 21,217 | 0 | 0 | 0 | For |
| Hartford | 15,471 | 0 | 0 | 0 | For |
| Prudential/PGIM | 15,048 | 0 | 0 | 0 | For |
100% of fund votes cast · no official result
The 35 asset managers below reported 4,303,576 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 | 2,387,599 | 0 | 0 | 0 | For |
| Dimensional | 617,645 | 0 | 0 | 0 | For |
| Fidelity | 450,636 | 0 | 0 | 0 | For |
| American Century | 184,890 | 0 | 0 | 0 | For |
| TIAA | 130,384 | 0 | 0 | 0 | For |
| State Street | 117,175 | 0 | 0 | 0 | For |
| Putnam | 94,315 | 0 | 0 | 0 | For |
| Empower | 33,678 | 0 | 0 | 0 | For |
| New York Life | 30,265 | 0 | 0 | 0 | For |
| WisdomTree | 28,344 | 0 | 0 | 0 | For |
| First Trust | 27,191 | 0 | 0 | 0 | For |
| Northern Trust | 23,723 | 0 | 0 | 0 | For |
| Goldman Sachs | 22,084 | 0 | 0 | 0 | For |
| Brighthouse | 22,023 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 21,437 | 0 | 0 | 0 | For |
| Franklin Templeton | 14,787 | 0 | 0 | 0 | For |
| FRANKLIN FUND ALLOCATOR SERIES | 14,518 | 0 | 0 | 0 | For |
| Victory Capital | 14,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,831 | 0 | 0 | 0 | For |
| Nationwide | 12,526 | 0 | 0 | 0 | For |
| Lazard | 8,880 | 0 | 0 | 0 | For |
| Voya | 6,485 | 0 | 0 | 0 | For |
| Calvert | 4,337 | 0 | 0 | 0 | For |
| Symmetry Panoramic Trust | 4,225 | 0 | 0 | 0 | For |
| HC CAPITAL TRUST | 3,445 | 0 | 0 | 0 | For |
Showing the 25 largest of 35 asset managers. All 35 are in the interactive database (link above).
99.8% of fund votes cast · no official result
Description as filed by funds: AMENDMENT OF ARTICLES OF INCORPORATION
The 9 asset managers below reported 2,248,528 for, 3,155 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 |
|---|---|---|---|---|---|
| BlackRock | 2,002,638 | 0 | 0 | 0 | For |
| Calamos | 178,425 | 0 | 0 | 0 | For |
| John Hancock | 36,736 | 0 | 0 | 0 | For |
| JPMorgan | 10,027 | 0 | 0 | 0 | For |
| Jackson National | 8,507 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 6,585 | 0 | 0 | 0 | For |
| GPS Funds I | 3,475 | 0 | 0 | 0 | For |
| TIMOTHY PLAN | 0 | 3,155 | 0 | 0 | Against |
| Advisors' Inner Circle Fund III | 2,135 | 0 | 0 | 0 | For |
100% of fund votes cast · no official result
The 4 asset managers below reported 294,321 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 | 242,585 | 0 | 0 | 0 | For |
| SEI | 21,217 | 0 | 0 | 0 | For |
| Hartford | 15,471 | 0 | 0 | 0 | For |
| Prudential/PGIM | 15,048 | 0 | 0 | 0 | For |
97% of fund votes cast · no official result
The 35 asset managers below reported 4,160,896 for, 142,680 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 | 2,387,599 | 0 | 0 | 0 | For |
| Dimensional | 617,645 | 0 | 0 | 0 | For |
| Fidelity | 450,636 | 0 | 0 | 0 | For |
| American Century | 184,890 | 0 | 0 | 0 | For |
| TIAA | 130,384 | 0 | 0 | 0 | For |
| State Street | 0 | 117,175 | 0 | 0 | Against |
| Putnam | 94,315 | 0 | 0 | 0 | For |
| Empower | 33,678 | 0 | 0 | 0 | For |
| New York Life | 30,265 | 0 | 0 | 0 | For |
| WisdomTree | 28,344 | 0 | 0 | 0 | For |
| First Trust | 27,191 | 0 | 0 | 0 | For |
| Northern Trust | 23,723 | 0 | 0 | 0 | For |
| Goldman Sachs | 22,084 | 0 | 0 | 0 | For |
| Brighthouse | 1,651 | 20,372 | 0 | 0 | Mixed |
| Columbia Threadneedle | 21,437 | 0 | 0 | 0 | For |
| Franklin Templeton | 14,787 | 0 | 0 | 0 | For |
| FRANKLIN FUND ALLOCATOR SERIES | 14,518 | 0 | 0 | 0 | For |
| Victory Capital | 14,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 9,474 | 3,357 | 0 | 0 | Mixed |
| Nationwide | 12,526 | 0 | 0 | 0 | For |
| Lazard | 8,880 | 0 | 0 | 0 | For |
| Voya | 6,485 | 0 | 0 | 0 | For |
| Calvert | 4,337 | 0 | 0 | 0 | For |
| Symmetry Panoramic Trust | 4,225 | 0 | 0 | 0 | For |
| HC CAPITAL TRUST | 3,445 | 0 | 0 | 0 | For |
Showing the 25 largest of 35 asset managers. All 35 are in the interactive database (link above).
99.8% of fund votes cast · no official result
Description as filed by funds: APPROVAL OF FINANCIAL STATEMENTS
The 9 asset managers below reported 2,248,124 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 |
|---|---|---|---|---|---|
| BlackRock | 2,002,638 | 0 | 0 | 0 | For |
| Calamos | 178,425 | 0 | 0 | 0 | For |
| John Hancock | 33,177 | 3,559 | 0 | 0 | Mixed |
| JPMorgan | 10,027 | 0 | 0 | 0 | For |
| Jackson National | 8,507 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 6,585 | 0 | 0 | 0 | For |
| GPS Funds I | 3,475 | 0 | 0 | 0 | For |
| TIMOTHY PLAN | 3,155 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 2,135 | 0 | 0 | 0 | For |
100% of fund votes cast · no official result
The 4 asset managers below reported 294,321 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 | 242,585 | 0 | 0 | 0 | For |
| SEI | 21,217 | 0 | 0 | 0 | For |
| Hartford | 15,471 | 0 | 0 | 0 | For |
| Prudential/PGIM | 15,048 | 0 | 0 | 0 | For |
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 | 2,387,599 | 0 | 0 | 0 | For |
| Dimensional | 617,645 | 0 | 0 | 0 | For |
| Fidelity | 450,636 | 0 | 0 | 0 | For |
| American Century | 184,890 | 0 | 0 | 0 | For |
| TIAA | 130,384 | 0 | 0 | 0 | For |
| State Street | 117,175 | 0 | 0 | 0 | For |
| Putnam | 94,315 | 0 | 0 | 0 | For |
| Empower | 33,678 | 0 | 0 | 0 | For |
| New York Life | 30,265 | 0 | 0 | 0 | For |
| WisdomTree | 28,344 | 0 | 0 | 0 | For |
| First Trust | 27,191 | 0 | 0 | 0 | For |
| Northern Trust | 23,723 | 0 | 0 | 0 | For |
| Goldman Sachs | 22,084 | 0 | 0 | 0 | For |
| Brighthouse | 22,023 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 21,437 | 0 | 0 | 0 | For |
| Franklin Templeton | 14,787 | 0 | 0 | 0 | For |
| FRANKLIN FUND ALLOCATOR SERIES | 14,518 | 0 | 0 | 0 | For |
| Victory Capital | 14,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,831 | 0 | 0 | 0 | For |
| Nationwide | 12,526 | 0 | 0 | 0 | For |
| Lazard | 8,880 | 0 | 0 | 0 | For |
| Voya | 6,485 | 0 | 0 | 0 | For |
| Calvert | 4,337 | 0 | 0 | 0 | For |
| Symmetry Panoramic Trust | 4,225 | 0 | 0 | 0 | For |
| HC CAPITAL TRUST | 3,445 | 0 | 0 | 0 | For |
Fund voting reports, all 35 managers: 4,303,576 for. Showing the 25 largest; every one is in the interactive database (link above).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| APG Asset Management US Inc. | 49,936 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 49,936 for.
99.8% of fund votes cast · no official result
Description as filed by funds: APPROVAL OF LIMITS ON REMUNERATION FOR DIRECTOR
The 9 asset managers below reported 2,248,528 for, 3,155 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 |
|---|---|---|---|---|---|
| BlackRock | 2,002,638 | 0 | 0 | 0 | For |
| Calamos | 178,425 | 0 | 0 | 0 | For |
| John Hancock | 36,736 | 0 | 0 | 0 | For |
| JPMorgan | 10,027 | 0 | 0 | 0 | For |
| Jackson National | 8,507 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 6,585 | 0 | 0 | 0 | For |
| GPS Funds I | 3,475 | 0 | 0 | 0 | For |
| TIMOTHY PLAN | 0 | 3,155 | 0 | 0 | Against |
| Advisors' Inner Circle Fund III | 2,135 | 0 | 0 | 0 | For |
100% of fund votes cast · no official result
The 4 asset managers below reported 294,321 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 | 242,585 | 0 | 0 | 0 | For |
| SEI | 21,217 | 0 | 0 | 0 | For |
| Hartford | 15,471 | 0 | 0 | 0 | For |
| Prudential/PGIM | 15,048 | 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 | 2,387,599 |
| 2 | Dimensional | 617,645 |
| 3 | Fidelity | 450,636 |
| 4 | American Century | 184,890 |
| 5 | TIAA | 130,384 |
| 6 | State Street | 117,175 |
| 7 | Putnam | 94,315 |
| 8 | Empower | 33,678 |
| 9 | New York Life | 30,265 |
| 10 | WisdomTree | 28,344 |
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | APG Asset Management US Inc. | 49,936 |
Shown as share counts, not percentages: no shares-outstanding figure has been matched to MERITZ Financial Group, Inc. for the 2024-2025 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 · 2024-2025 (this page) · 2025-2026.
proxyvotesnow.com, “MERITZ Financial Group, Inc. 2025 Annual Meeting: Vote Results”, https://proxyvotesnow.com/company/meritz-financial-group-inc/2025 (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.