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Home › Companies › MERITZ Financial Group, Inc. › 2025-2026

MERITZ Financial Group, Inc. 2025-2026 Proxy Voting Records

At MERITZ Financial Group, Inc.'s shareholder meeting held March 26, 2026, in the 2025-2026 proxy season, 51 asset managers reported how they voted in their SEC Form N-PX filings, covering 994 separate fund positions. Their filings are grouped here into 25 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 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). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.

Download data (CSV): ballot items · votes by manager · column guide.

Compiled from SEC Form N-PX filings. Page generated November 8, 2026.

  • 25Reported items
  • 51Asset managers
  • 994Fund votes
  • March 26, 2026Meeting date

Results at a glance

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

Proxy season: 2023-2024 2024-2025 2025-2026

Explore MERITZ Financial Group, Inc. in the interactive database Compare manager voting policies

How asset managers voted at the MERITZ Financial Group, Inc. 2025-2026 meeting

Each item below shows how the 51 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.

1. Elect Cho Hong-hui as Outside Director

No official resultsDIRECTOR ELECTIONS

96% of fund votes cast · no official result

FOR
Details: votes by 38 asset managers

The 38 asset managers below reported 3,382,445 for, 124,266 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.

FOR: 3,382,445AGAINST: 124,266
Largest asset managers voting on “Elect Cho Hong-hui as Outside Director” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard2,003,8670 00For
Fidelity391,6970 00For
Dimensional262,4550 00For
American Century185,6660 00For
TIAA132,6180 00For
State Street122,7690 00For
Invesco62,7220 00For
Global Macro Capital Opportunities Portfolio056,700 00Against
Global Macro Absolute Return Advantage Portfolio037,034 00Against
Empower28,2300 00For
Lincoln Financial24,4390 00For
WisdomTree23,1600 00For
Columbia Threadneedle20,3530 00For
Northern Trust20,0220 00For
Lazard17,2840 00For
Brighthouse16,9840 00For
Franklin Templeton14,3300 00For
Calvert010,621 00Against
First Trust8,4960 00For
Nationwide8,3540 00For
Eaton Vance08,257 00Against
Global Macro Portfolio08,257 00Against
New York Life6,0890 00For
JPMorgan5,6310 00For
Symmetry Panoramic Trust4,2250 00For

Showing the 25 largest of 38 asset managers. All 38 are in the interactive database (link above).

2. Elect Cho Hong-hui as a Member of Audit Committee

No official resultsDIRECTOR ELECTIONSCORPORATE GOVERNANCE

96% of fund votes cast · no official result

FOR
Details: votes by 38 asset managers

The 38 asset managers below reported 3,382,445 for, 124,266 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.

FOR: 3,382,445AGAINST: 124,266
Largest asset managers voting on “Elect Cho Hong-hui as a Member of Audit Committee” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard2,003,8670 00For
Fidelity391,6970 00For
Dimensional262,4550 00For
American Century185,6660 00For
TIAA132,6180 00For
State Street122,7690 00For
Invesco62,7220 00For
Global Macro Capital Opportunities Portfolio056,700 00Against
Global Macro Absolute Return Advantage Portfolio037,034 00Against
Empower28,2300 00For
Lincoln Financial24,4390 00For
WisdomTree23,1600 00For
Columbia Threadneedle20,3530 00For
Northern Trust20,0220 00For
Lazard17,2840 00For
Brighthouse16,9840 00For
Franklin Templeton14,3300 00For
Calvert010,621 00Against
First Trust8,4960 00For
Nationwide8,3540 00For
Eaton Vance08,257 00Against
Global Macro Portfolio08,257 00Against
New York Life6,0890 00For
JPMorgan5,6310 00For
Symmetry Panoramic Trust4,2250 00For

Showing the 25 largest of 38 asset managers. All 38 are in the interactive database (link above).

3. Elect Kim Myeong-ae as a Member of Audit Committee

No official resultsDIRECTOR ELECTIONSCORPORATE GOVERNANCE

99.6% of fund votes cast · no official result

FOR
Details: votes by 38 asset managers

The 38 asset managers below reported 3,492,693 for, 14,018 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.

FOR: 3,492,693AGAINST: 14,018
Largest asset managers voting on “Elect Kim Myeong-ae as a Member of Audit Committee” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard2,003,8670 00For
Fidelity391,6970 00For
Dimensional262,4550 00For
American Century185,6660 00For
TIAA132,6180 00For
State Street122,7690 00For
Invesco62,7220 00For
Global Macro Capital Opportunities Portfolio56,7000 00For
Global Macro Absolute Return Advantage Portfolio37,0340 00For
Empower28,2300 00For
Lincoln Financial24,4390 00For
WisdomTree23,1600 00For
Columbia Threadneedle20,3530 00For
Northern Trust20,0220 00For
Lazard17,2840 00For
Brighthouse16,9840 00For
Franklin Templeton14,3300 00For
Calvert010,621 00Against
First Trust8,4960 00For
Nationwide8,3540 00For
Eaton Vance8,2570 00For
Global Macro Portfolio8,2570 00For
New York Life6,0890 00For
JPMorgan5,6310 00For
Symmetry Panoramic Trust4,2250 00For

Showing the 25 largest of 38 asset managers. All 38 are in the interactive database (link above).

4. Elect Kim Woo-jin as Outside Director to Serve as an Audit Committee Member

No official resultsDIRECTOR ELECTIONS

99.6% of fund votes cast · no official result

FOR
Details: votes by 38 asset managers

The 38 asset managers below reported 3,495,012 for, 11,699 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.

FOR: 3,495,012AGAINST: 11,699
Largest asset managers voting on “Elect Kim Woo-jin as Outside Director to Serve as an Audit Committee Member” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard2,003,8670 00For
Fidelity391,6970 00For
Dimensional262,4550 00For
American Century185,6660 00For
TIAA132,6180 00For
State Street122,7690 00For
Invesco62,7220 00For
Global Macro Capital Opportunities Portfolio56,7000 00For
Global Macro Absolute Return Advantage Portfolio37,0340 00For
Empower28,2300 00For
Lincoln Financial24,4390 00For
WisdomTree23,1600 00For
Columbia Threadneedle20,3530 00For
Northern Trust20,0220 00For
Lazard17,2840 00For
Brighthouse16,9840 00For
Franklin Templeton14,3300 00For
Calvert010,621 00Against
First Trust8,4960 00For
Nationwide8,3540 00For
Eaton Vance8,2570 00For
Global Macro Portfolio8,2570 00For
New York Life6,0890 00For
JPMorgan5,6310 00For
Symmetry Panoramic Trust4,2250 00For

Showing the 25 largest of 38 asset managers. All 38 are in the interactive database (link above).

5. Elect Kim Yeon-mi as Outside Director to Serve as an Audit Committee Member

No official resultsDIRECTOR ELECTIONS

99.6% of fund votes cast · no official result

FOR
Details: votes by 38 asset managers

The 38 asset managers below reported 3,495,012 for, 11,699 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.

FOR: 3,495,012AGAINST: 11,699
Largest asset managers voting on “Elect Kim Yeon-mi as Outside Director to Serve as an Audit Committee Member” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard2,003,8670 00For
Fidelity391,6970 00For
Dimensional262,4550 00For
American Century185,6660 00For
TIAA132,6180 00For
State Street122,7690 00For
Invesco62,7220 00For
Global Macro Capital Opportunities Portfolio56,7000 00For
Global Macro Absolute Return Advantage Portfolio37,0340 00For
Empower28,2300 00For
Lincoln Financial24,4390 00For
WisdomTree23,1600 00For
Columbia Threadneedle20,3530 00For
Northern Trust20,0220 00For
Lazard17,2840 00For
Brighthouse16,9840 00For
Franklin Templeton14,3300 00For
Calvert010,621 00Against
First Trust8,4960 00For
Nationwide8,3540 00For
Eaton Vance8,2570 00For
Global Macro Portfolio8,2570 00For
New York Life6,0890 00For
JPMorgan5,6310 00For
Symmetry Panoramic Trust4,2250 00For

Showing the 25 largest of 38 asset managers. All 38 are in the interactive database (link above).

6. Elect Kim Yong-beom as Inside Director

No official resultsDIRECTOR ELECTIONS

91% of fund votes cast · no official result

FOR
Details: votes by 38 asset managers

The 38 asset managers below reported 3,180,927 for, 325,784 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.

FOR: 3,180,927AGAINST: 325,784
Largest asset managers voting on “Elect Kim Yong-beom as Inside Director” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard2,003,8670 00For
Fidelity387,3004,397 00For
Dimensional262,4550 00For
American Century185,6660 00For
TIAA0132,618 00Against
State Street122,7690 00For
Invesco062,722 00Against
Global Macro Capital Opportunities Portfolio056,700 00Against
Global Macro Absolute Return Advantage Portfolio037,034 00Against
Empower28,2300 00For
Lincoln Financial24,4390 00For
WisdomTree23,1600 00For
Columbia Threadneedle20,3530 00For
Northern Trust20,0220 00For
Lazard17,2840 00For
Brighthouse16,9840 00For
Franklin Templeton14,3300 00For
Calvert010,621 00Against
First Trust8,4960 00For
Nationwide8,3540 00For
Eaton Vance08,257 00Against
Global Macro Portfolio08,257 00Against
New York Life6,0890 00For
JPMorgan5,6310 00For
Symmetry Panoramic Trust4,2250 00For

Showing the 25 largest of 38 asset managers. All 38 are in the interactive database (link above).

7. ELECTION OF OUTSIDE DIRECTOR WHO IS AN AUDIT COMMITTEE MEMBER CANDIDATE: KIM WOO JIN

No official resultsDIRECTOR ELECTIONS

Combines 2 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 11 asset managers

The 11 asset managers below reported 2,238,351 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.

FOR: 2,238,351
Largest asset managers voting on “ELECTION OF OUTSIDE DIRECTOR WHO IS AN AUDIT COMMITTEE MEMBER CANDIDATE: KIM WOO JIN” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,961,0920 00For
Charles Schwab214,1860 00For
John Hancock20,7140 00For
Prudential/PGIM9,6230 00For
Six Circles Trust9,3820 00For
Jackson National7,2680 00For
MASTER INVESTMENT PORTFOLIO6,5850 00For
TIMOTHY PLAN5,5460 00For
GPS Funds I2,4080 00For
Venerable Variable Insurance Trust9550 00For
Pacer Funds Trust5920 00For

8. ELECTION OF INSIDE DIRECTOR CANDIDATE: KIM YONG BEOM

No official resultsDIRECTOR ELECTIONS

Combines 2 wordings of this item as funds reported it.

90% of fund votes cast · no official result

FOR
Details: votes by 11 asset managers

The 11 asset managers below reported 2,023,210 for, 215,141 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.

FOR: 2,023,210AGAINST: 215,141
Largest asset managers voting on “ELECTION OF INSIDE DIRECTOR CANDIDATE: KIM YONG BEOM” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,961,0920 00For
Charles Schwab0214,186 00Against
John Hancock20,7140 00For
Prudential/PGIM9,6230 00For
Six Circles Trust9,3820 00For
Jackson National7,2680 00For
MASTER INVESTMENT PORTFOLIO6,5850 00For
TIMOTHY PLAN5,5460 00For
GPS Funds I2,4080 00For
Venerable Variable Insurance Trust0955 00Against
Pacer Funds Trust5920 00For

9. ELECTION OF AUDIT COMMITTEE MEMBER WHO IS AN OUTSIDE DIRECTOR CANDIDATE: JO HONG HUI

No official resultsCORPORATE GOVERNANCE

2% of fund votes cast · no official result

AGAINST
Details: votes by 8 asset managers

The 8 asset managers below reported 35,936 for, 1,977,651 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.

FOR: 35,936AGAINST: 1,977,651
Largest asset managers voting on “ELECTION OF AUDIT COMMITTEE MEMBER WHO IS AN OUTSIDE DIRECTOR CANDIDATE: JO HONG HUI” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock01,961,092 00Against
John Hancock20,7140 00For
Six Circles Trust09,382 00Against
Jackson National7,2680 00For
MASTER INVESTMENT PORTFOLIO06,585 00Against
TIMOTHY PLAN5,5460 00For
GPS Funds I2,4080 00For
Pacer Funds Trust0592 00Against

10. ELECTION OF AUDIT COMMITTEE MEMBER WHO IS AN OUTSIDE DIRECTOR CANDIDATE: KIM MYEONG AE

No official resultsCORPORATE GOVERNANCE

2% of fund votes cast · no official result

AGAINST
Details: votes by 8 asset managers

The 8 asset managers below reported 36,528 for, 1,977,059 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.

FOR: 36,528AGAINST: 1,977,059
Largest asset managers voting on “ELECTION OF AUDIT COMMITTEE MEMBER WHO IS AN OUTSIDE DIRECTOR CANDIDATE: KIM MYEONG AE” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock01,961,092 00Against
John Hancock20,7140 00For
Six Circles Trust09,382 00Against
Jackson National7,2680 00For
MASTER INVESTMENT PORTFOLIO06,585 00Against
TIMOTHY PLAN5,5460 00For
GPS Funds I2,4080 00For
Pacer Funds Trust5920 00For

11. ELECTION OF OUTSIDE DIRECTOR CANDIDATE: JO HONG HUI

No official resultsDIRECTOR ELECTIONS

2% of fund votes cast · no official result

AGAINST
Details: votes by 8 asset managers

The 8 asset managers below reported 36,528 for, 1,977,059 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.

FOR: 36,528AGAINST: 1,977,059
Largest asset managers voting on “ELECTION OF OUTSIDE DIRECTOR CANDIDATE: JO HONG HUI” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock01,961,092 00Against
John Hancock20,7140 00For
Six Circles Trust09,382 00Against
Jackson National7,2680 00For
MASTER INVESTMENT PORTFOLIO06,585 00Against
TIMOTHY PLAN5,5460 00For
GPS Funds I2,4080 00For
Pacer Funds Trust5920 00For

12. ELECTION OF OUTSIDE DIRECTOR WHO IS AN AUDIT COMMITTEE MEMBER CANDIDATE: KIM YEON MIO

No official resultsDIRECTOR ELECTIONS

100% of fund votes cast · no official result

FOR
Details: votes by 8 asset managers

The 8 asset managers below reported 2,013,587 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.

FOR: 2,013,587
Largest asset managers voting on “ELECTION OF OUTSIDE DIRECTOR WHO IS AN AUDIT COMMITTEE MEMBER CANDIDATE: KIM YEON MIO” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,961,0920 00For
John Hancock20,7140 00For
Six Circles Trust9,3820 00For
Jackson National7,2680 00For
MASTER INVESTMENT PORTFOLIO6,5850 00For
TIMOTHY PLAN5,5460 00For
GPS Funds I2,4080 00For
Pacer Funds Trust5920 00For

13. Election of Audit Committee Member: JO Hong Hee

No official resultsCORPORATE GOVERNANCE

4% of fund votes cast · no official result

AGAINST
Details: votes by 3 asset managers

The 3 asset managers below reported 9,623 for, 215,141 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.

FOR: 9,623AGAINST: 215,141
Largest asset managers voting on “Election of Audit Committee Member: JO Hong Hee” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab0214,186 00Against
Prudential/PGIM9,6230 00For
Venerable Variable Insurance Trust0955 00Against

14. Election of Audit Committee Member: KIM Myung Ae

No official resultsCORPORATE GOVERNANCE

100% of fund votes cast · no official result

FOR
Details: votes by 3 asset managers

The 3 asset managers below reported 224,764 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.

FOR: 224,764
Largest asset managers voting on “Election of Audit Committee Member: KIM Myung Ae” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab214,1860 00For
Prudential/PGIM9,6230 00For
Venerable Variable Insurance Trust9550 00For

15. Election of Independent Director to Be Appointed as Audit Committee Member: KIM Yeon Mi

No official resultsDIRECTOR ELECTIONS

100% of fund votes cast · no official result

FOR
Details: votes by 3 asset managers

The 3 asset managers below reported 224,764 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.

FOR: 224,764
Largest asset managers voting on “Election of Independent Director to Be Appointed as Audit Committee Member: KIM Yeon Mi” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab214,1860 00For
Prudential/PGIM9,6230 00For
Venerable Variable Insurance Trust9550 00For

16. Election of Independent Director: JO Hong Hee

No official resultsDIRECTOR ELECTIONS

4% of fund votes cast · no official result

AGAINST
Details: votes by 3 asset managers

The 3 asset managers below reported 9,623 for, 215,141 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.

FOR: 9,623AGAINST: 215,141
Largest asset managers voting on “Election of Independent Director: JO Hong Hee” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab0214,186 00Against
Prudential/PGIM9,6230 00For
Venerable Variable Insurance Trust0955 00Against

17. Amend Articles of Incorporation

No official resultsCORPORATE GOVERNANCE

100% of fund votes cast · no official result

FOR
Details: votes by 38 asset managers

The 38 asset managers below reported 3,506,711 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.

FOR: 3,506,711
Largest asset managers voting on “Amend Articles of Incorporation” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard2,003,8670 00For
Fidelity391,6970 00For
Dimensional262,4550 00For
American Century185,6660 00For
TIAA132,6180 00For
State Street122,7690 00For
Invesco62,7220 00For
Global Macro Capital Opportunities Portfolio56,7000 00For
Global Macro Absolute Return Advantage Portfolio37,0340 00For
Empower28,2300 00For
Lincoln Financial24,4390 00For
WisdomTree23,1600 00For
Columbia Threadneedle20,3530 00For
Northern Trust20,0220 00For
Lazard17,2840 00For
Brighthouse16,9840 00For
Franklin Templeton14,3300 00For
Calvert10,6210 00For
First Trust8,4960 00For
Nationwide8,3540 00For
Eaton Vance8,2570 00For
Global Macro Portfolio8,2570 00For
New York Life6,0890 00For
JPMorgan5,6310 00For
Symmetry Panoramic Trust4,2250 00For

Showing the 25 largest of 38 asset managers. All 38 are in the interactive database (link above).

18. Amendment of articles of incorporation

No official resultsCORPORATE GOVERNANCE

100% of fund votes cast · no official result

FOR
Details: description as filed, votes by 8 asset managers

Description as filed by funds: AMENDMENT OF ARTICLES OF INCORPORATION

The 8 asset managers below reported 2,013,587 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.

FOR: 2,013,587
Largest asset managers voting on “AMENDMENT OF ARTICLES OF INCORPORATION” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,961,0920 00For
John Hancock20,7140 00For
Six Circles Trust9,3820 00For
Jackson National7,2680 00For
MASTER INVESTMENT PORTFOLIO6,5850 00For
TIMOTHY PLAN5,5460 00For
GPS Funds I2,4080 00For
Pacer Funds Trust5920 00For

19. Amendments to Articles

No official resultsCORPORATE GOVERNANCE

100% of fund votes cast · no official result

FOR
Details: votes by 3 asset managers

The 3 asset managers below reported 224,764 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.

FOR: 224,764
Largest asset managers voting on “Amendments to Articles” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab214,1860 00For
Prudential/PGIM9,6230 00For
Venerable Variable Insurance Trust9550 00For

20. Approve Financial Statements and Allocation of Income

No official resultsCAPITAL STRUCTURECORPORATE GOVERNANCE

100% of fund votes cast · no official result

FOR
Details: votes by 38 asset managers

The 38 asset managers below reported 3,506,711 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.

FOR: 3,506,711
Largest asset managers voting on “Approve Financial Statements and Allocation of Income” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard2,003,8670 00For
Fidelity391,6970 00For
Dimensional262,4550 00For
American Century185,6660 00For
TIAA132,6180 00For
State Street122,7690 00For
Invesco62,7220 00For
Global Macro Capital Opportunities Portfolio56,7000 00For
Global Macro Absolute Return Advantage Portfolio37,0340 00For
Empower28,2300 00For
Lincoln Financial24,4390 00For
WisdomTree23,1600 00For
Columbia Threadneedle20,3530 00For
Northern Trust20,0220 00For
Lazard17,2840 00For
Brighthouse16,9840 00For
Franklin Templeton14,3300 00For
Calvert10,6210 00For
First Trust8,4960 00For
Nationwide8,3540 00For
Eaton Vance8,2570 00For
Global Macro Portfolio8,2570 00For
New York Life6,0890 00For
JPMorgan5,6310 00For
Symmetry Panoramic Trust4,2250 00For

Showing the 25 largest of 38 asset managers. All 38 are in the interactive database (link above).

21. Approval of Financial statements

No official resultsCORPORATE GOVERNANCE

100% of fund votes cast · no official result

FOR
Details: description as filed, votes by 8 asset managers

Description as filed by funds: APPROVAL OF FINANCIAL STATEMENTS

The 8 asset managers below reported 2,013,587 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.

FOR: 2,013,587
Largest asset managers voting on “APPROVAL OF FINANCIAL STATEMENTS” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,961,0920 00For
John Hancock20,7140 00For
Six Circles Trust9,3820 00For
Jackson National7,2680 00For
MASTER INVESTMENT PORTFOLIO6,5850 00For
TIMOTHY PLAN5,5460 00For
GPS Funds I2,4080 00For
Pacer Funds Trust5920 00For

22. Financial Statements and Allocation of Profits/Dividends

No official resultsCAPITAL STRUCTURE

100% of fund votes cast · no official result

FOR
Details: votes by 3 asset managers

The 3 asset managers below reported 224,764 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.

FOR: 224,764
Largest asset managers voting on “Financial Statements and Allocation of Profits/Dividends” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab214,1860 00For
Prudential/PGIM9,6230 00For
Venerable Variable Insurance Trust9550 00For

23. Approve Total Remuneration of Inside Directors and Outside Directors

100% of fund votes cast · no official result

FOR
Details: votes by 39 asset managers

The 39 asset managers below reported 3,529,646 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.

FOR: 3,529,646
Largest asset managers voting on “Approve Total Remuneration of Inside Directors and Outside Directors” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard2,003,8670 00For
Fidelity391,6970 00For
Dimensional262,4550 00For
American Century185,6660 00For
TIAA132,6180 00For
State Street122,7690 00For
Invesco62,7220 00For
Global Macro Capital Opportunities Portfolio56,7000 00For
Global Macro Absolute Return Advantage Portfolio37,0340 00For
Empower28,2300 00For
Lincoln Financial24,4390 00For
WisdomTree23,1600 00For
APG Asset Management US Inc.22,9350 00For
Columbia Threadneedle20,3530 00For
Northern Trust20,0220 00For
Lazard17,2840 00For
Brighthouse16,9840 00For
Franklin Templeton14,3300 00For
Calvert10,6210 00For
First Trust8,4960 00For
Nationwide8,3540 00For
Eaton Vance8,2570 00For
Global Macro Portfolio8,2570 00For
New York Life6,0890 00For
JPMorgan5,6310 00For

Showing the 25 largest of 39 asset managers. All 39 are in the interactive database (link above).

24. Approval of limits on remuneration for director

100% of fund votes cast · no official result

FOR
Details: description as filed, votes by 8 asset managers

Description as filed by funds: APPROVAL OF LIMITS ON REMUNERATION FOR DIRECTOR

The 8 asset managers below reported 2,013,587 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.

FOR: 2,013,587
Largest asset managers voting on “APPROVAL OF LIMITS ON REMUNERATION FOR DIRECTOR” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,961,0920 00For
John Hancock20,7140 00For
Six Circles Trust9,3820 00For
Jackson National7,2680 00For
MASTER INVESTMENT PORTFOLIO6,5850 00For
TIMOTHY PLAN5,5460 00For
GPS Funds I2,4080 00For
Pacer Funds Trust5920 00For

25. Directors' Fees

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 4 asset managers

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.

Fund voting reports: 3 asset managers voting on “Directors' Fees” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab214,1860 00For
Prudential/PGIM9,6230 00For
Venerable Variable Insurance Trust9550 00For

Fund voting reports, all 3 managers: 224,764 for.

Institutional-manager reports: 1 asset manager voting on “Directors' Fees” at MERITZ Financial Group, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Dalton Investments, Inc.163,6260 00For

Institutional-manager reports, all 1 managers: 163,626 for.

Largest MERITZ Financial Group, Inc. shareholders voting in 2025-2026

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.

Fund voting reports: top MERITZ Financial Group, Inc. shareholders by shares voted on “Approve Total Remuneration of Inside Directors and Outside Directors”, 2025-2026
#Asset manager Shares voted
1Vanguard 2,003,867
2Fidelity 391,697
3Dimensional 262,455
4American Century 185,666
5TIAA 132,618
6State Street 122,769
7Invesco 62,722
8Global Macro Capital Opportunities Portfolio 56,700
9Global Macro Absolute Return Advantage Portfolio 37,034
10Empower 28,230
Institutional-manager reports: top MERITZ Financial Group, Inc. shareholders by shares voted on “Approve Total Remuneration of Inside Directors and Outside Directors”, 2025-2026
#Asset manager Shares voted
1APG Asset Management US Inc. 22,935

Shown as share counts, not percentages: no shares-outstanding figure has been matched to MERITZ Financial Group, Inc. for the 2025-2026 season, so there is no denominator to divide by.

Related

About this page

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 · 2025-2026 (this page).

Cite this page

proxyvotesnow.com, “MERITZ Financial Group, Inc. 2026 Annual Meeting: Vote Results”, https://proxyvotesnow.com/company/meritz-financial-group-inc/2026 (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.