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Compiled from SEC Form N-PX filings and STONEX GROUP INC.’s Form 8-K, filed 2024-03-04 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore STONEX GROUP INC. in the interactive database Compare manager voting policies
These tallies are STONEX GROUP INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-03-04 (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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Annabelle G. Bexiga | 25,225,878 | -- | -- | 374,104 | 2,624,045 | Majority: yes |
| Elect Director: Diane L. Cooper | 25,221,327 | -- | -- | 378,655 | 2,624,045 | Majority: yes |
| Elect Director: John M. Fowler | 24,681,682 | -- | -- | 918,300 | 2,624,045 | Majority: yes |
| Elect Director: Steven Kass | 24,940,405 | -- | -- | 659,577 | 2,624,045 | Majority: yes |
| Elect Director: Sean M. O'Connor | 25,082,678 | -- | -- | 517,304 | 2,624,045 | Majority: yes |
| Elect Director: Eric Parthemore | 22,136,589 | -- | -- | 3,463,393 | 2,624,045 | Majority: yes |
| Elect Director: John Radziwill | 24,818,015 | -- | -- | 781,967 | 2,624,045 | Majority: yes |
| Elect Director: Dhamu R. Thamodaran | 25,225,859 | -- | -- | 374,123 | 2,624,045 | Majority: yes |
| Item 2 . KPMG LLP was ratified as the Company's independent registered public accounting firm for the 2024 fiscal year with the following vote: | 27,063,543 | 1,107,676 | 52,808 | -- | -- | Majority: yes |
| Proposal 10 | 25,159,394 | 431,019 | 9,569 | -- | 2,624,045 | Majority: yes |
Source: STONEX GROUP INC., Form 8-K, filed with the SEC on 2024-03-04 — read the filing on EDGAR.
Each item below shows how the 290 asset managers that disclosed a STONEX 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 STONEX 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 2024-02-27.
Combines 4 wordings of this item as funds reported it.
99% fund support · no official result
The 249 asset managers below cast 99% of the shares they voted on this item FOR (24,372,650 for, 260,494 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 4,178,208 | 0 | 0 | 0 | For |
| Meeder Advisory Services, Inc. | 3,000,000 | 0 | 0 | 0 | For |
| Vanguard | 1,884,244 | 0 | 0 | 0 | For |
| State Street | 1,493,007 | 0 | 0 | 0 | For |
| Dimensional | 1,370,837 | 0 | 0 | 0 | For |
| Fidelity | 942,177 | 0 | 0 | 0 | For |
| T. Rowe Price | 804,225 | 0 | 0 | 0 | For |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 733,604 | 0 | 0 | 0 | For |
| American Century | 718,865 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 589,691 | 0 | 0 | 0 | For |
| Invesco | 569,355 | 0 | 0 | 0 | For |
| AltraVue Capital, LLC | 560,914 | 0 | 0 | 0 | For |
| Van Berkom & Associates Inc. | 546,462 | 0 | 0 | 0 | For |
| Private Capital Management, LLC | 486,461 | 0 | 0 | 0 | For |
| Charles Schwab | 484,822 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 435,248 | 0 | 0 | 0 | For |
| ROCKEFELLER & CO. LLC | 355,337 | 0 | 0 | 0 | For |
| ASHFORD CAPITAL MANAGEMENT INC | 318,268 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 218,558 | 0 | 0 | 0 | For |
| Nuveen | 211,416 | 0 | 0 | 0 | For |
| TIAA | 210,616 | 0 | 0 | 0 | For |
| Wellington | 208,563 | 0 | 0 | 0 | For |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 189,967 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 188,474 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 186,947 | 0 | 0 | 0 | For |
Showing the 25 largest of 249 asset managers. See all 249 in the interactive database.
Meeting held 2023-08-10; no official results are on file for this meeting.
Combines 6 wordings of this item as funds reported it.
100% fund support · no official result
The 230 asset managers below cast 100% of the shares they voted on this item FOR (93,067 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 0 | 0 | 0 | 0 | One Year |
| Lazard | 0 | 0 | 0 | 0 | One Year |
| Meeder Advisory Services, Inc. | 0 | 0 | 0 | 0 | One Year |
| Vanguard | 0 | 0 | 0 | 0 | One Year |
| State Street | 0 | 0 | 0 | 0 | One Year |
| Dimensional | 0 | 0 | 0 | 0 | Three Years |
| Fidelity | 0 | 0 | 0 | 0 | One Year |
| T. Rowe Price | 0 | 0 | 0 | 0 | One Year |
| Van Berkom & Associates Inc. | 0 | 0 | 0 | 0 | 1 Year |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 0 | 0 | 0 | 0 | 1 Year |
| Invesco | 0 | 0 | 0 | 0 | One Year |
| AltraVue Capital, LLC | 0 | 0 | 0 | 0 | 1 Year |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | One Year |
| Private Capital Management, LLC | 0 | 0 | 0 | 0 | 1 Year |
| American Century | 0 | 0 | 0 | 0 | One Year |
| Charles Schwab | 0 | 0 | 0 | 0 | 1 Year |
| ASHFORD CAPITAL MANAGEMENT INC | 0 | 0 | 0 | 0 | 1 Year |
| PRINCIPAL GLOBAL INVESTORS | 0 | 0 | 0 | 0 | One Year |
| Columbia Threadneedle | 0 | 0 | 0 | 0 | One Year |
| ROCKEFELLER & CO. LLC | 0 | 0 | 0 | 0 | One Year |
| MELLON INVESTMENTS Corp | 0 | 0 | 0 | 0 | One Year |
| Wellington | 0 | 0 | 0 | 0 | 1 Year |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0 | 0 | 0 | 0 | 1 Year |
| Nuveen | 0 | 0 | 0 | 0 | One Year |
| BBH Trust | 0 | 0 | 0 | 0 | 1 Year |
Showing the 25 largest of 230 asset managers. See all 230 in the interactive database.
Meeting held 2024-02-27.
Combines 3 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
STONEX GROUP INC.’s own tally for this item (“Elect Director: Annabelle G. Bexiga”): 25,225,878 for, 374,104 withheld, per its Form 8-K filed 2024-03-04 (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 31,494,180 outstanding shares: 80% for, 1% withheld (81% of the company cast a for/withheld vote).
The 85 asset managers below cast 100% of the shares they voted on this item FOR (11,356,537 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,297,199 | 0 | 0 | 0 | For |
| Vanguard | 1,837,897 | 0 | 0 | 0 | For |
| Dimensional | 1,237,054 | 0 | 0 | 0 | For |
| Fidelity | 753,354 | 0 | 0 | 0 | For |
| State Street | 478,647 | 0 | 44 | 0 | For |
| Columbia Threadneedle | 435,248 | 0 | 0 | 0 | For |
| American Century | 359,093 | 0 | 0 | 0 | For |
| T. Rowe Price | 338,471 | 0 | 0 | 0 | For |
| Invesco | 278,138 | 0 | 0 | 0 | For |
| Charles Schwab | 238,632 | 0 | 0 | 0 | For |
| TIAA | 210,583 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 186,947 | 0 | 0 | 0 | For |
| BBH Trust | 150,000 | 0 | 0 | 0 | For |
| Royce | 113,618 | 0 | 0 | 0 | For |
| Goldman Sachs | 83,939 | 0 | 0 | 0 | For |
| JPMorgan | 72,769 | 0 | 0 | 0 | For |
| Brighthouse | 70,389 | 0 | 2,070 | 0 | For |
| Jackson National | 68,401 | 0 | 0 | 0 | For |
| Equitable | 68,379 | 0 | 0 | 0 | For |
| Prudential/PGIM | 68,046 | 0 | 0 | 0 | For |
| Northern Trust | 63,666 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 62,546 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 62,489 | 0 | 0 | 0 | For |
| World Funds Trust | 60,867 | 0 | 0 | 0 | For |
| Principal | 49,105 | 0 | 0 | 0 | For |
Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.
Meeting held 2024-02-27.
Combines 3 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
STONEX GROUP INC.’s own tally for this item (“Elect Director: Dhamu R. Thamodaran”): 25,225,859 for, 374,123 withheld, per its Form 8-K filed 2024-03-04 (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 31,494,180 outstanding shares: 80% for, 1% withheld (81% of the company cast a for/withheld vote).
The 85 asset managers below cast 100% of the shares they voted on this item FOR (11,356,537 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,297,199 | 0 | 0 | 0 | For |
| Vanguard | 1,837,897 | 0 | 0 | 0 | For |
| Dimensional | 1,237,054 | 0 | 0 | 0 | For |
| Fidelity | 753,354 | 0 | 0 | 0 | For |
| State Street | 478,647 | 0 | 44 | 0 | For |
| Columbia Threadneedle | 435,248 | 0 | 0 | 0 | For |
| American Century | 359,093 | 0 | 0 | 0 | For |
| T. Rowe Price | 338,471 | 0 | 0 | 0 | For |
| Invesco | 278,138 | 0 | 0 | 0 | For |
| Charles Schwab | 238,632 | 0 | 0 | 0 | For |
| TIAA | 210,583 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 186,947 | 0 | 0 | 0 | For |
| BBH Trust | 150,000 | 0 | 0 | 0 | For |
| Royce | 113,618 | 0 | 0 | 0 | For |
| Goldman Sachs | 83,939 | 0 | 0 | 0 | For |
| JPMorgan | 72,769 | 0 | 0 | 0 | For |
| Brighthouse | 70,389 | 0 | 2,070 | 0 | For |
| Jackson National | 68,401 | 0 | 0 | 0 | For |
| Equitable | 68,379 | 0 | 0 | 0 | For |
| Prudential/PGIM | 68,046 | 0 | 0 | 0 | For |
| Northern Trust | 63,666 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 62,546 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 62,489 | 0 | 0 | 0 | For |
| World Funds Trust | 60,867 | 0 | 0 | 0 | For |
| Principal | 49,105 | 0 | 0 | 0 | For |
Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.
Meeting held 2024-02-27.
Combines 3 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
STONEX GROUP INC.’s own tally for this item (“Elect Director: Diane L. Cooper”): 25,221,327 for, 378,655 withheld, per its Form 8-K filed 2024-03-04 (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 31,494,180 outstanding shares: 80% for, 1% withheld (81% of the company cast a for/withheld vote).
The 85 asset managers below cast 100% of the shares they voted on this item FOR (11,356,537 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,297,199 | 0 | 0 | 0 | For |
| Vanguard | 1,837,897 | 0 | 0 | 0 | For |
| Dimensional | 1,237,054 | 0 | 0 | 0 | For |
| Fidelity | 753,354 | 0 | 0 | 0 | For |
| State Street | 478,647 | 0 | 44 | 0 | For |
| Columbia Threadneedle | 435,248 | 0 | 0 | 0 | For |
| American Century | 359,093 | 0 | 0 | 0 | For |
| T. Rowe Price | 338,471 | 0 | 0 | 0 | For |
| Invesco | 278,138 | 0 | 0 | 0 | For |
| Charles Schwab | 238,632 | 0 | 0 | 0 | For |
| TIAA | 210,583 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 186,947 | 0 | 0 | 0 | For |
| BBH Trust | 150,000 | 0 | 0 | 0 | For |
| Royce | 113,618 | 0 | 0 | 0 | For |
| Goldman Sachs | 83,939 | 0 | 0 | 0 | For |
| JPMorgan | 72,769 | 0 | 0 | 0 | For |
| Brighthouse | 70,389 | 0 | 2,070 | 0 | For |
| Jackson National | 68,401 | 0 | 0 | 0 | For |
| Equitable | 68,379 | 0 | 0 | 0 | For |
| Prudential/PGIM | 68,046 | 0 | 0 | 0 | For |
| Northern Trust | 63,666 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 62,546 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 62,489 | 0 | 0 | 0 | For |
| World Funds Trust | 60,867 | 0 | 0 | 0 | For |
| Principal | 49,105 | 0 | 0 | 0 | For |
Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.
Meeting held 2024-02-27.
Combines 3 wordings of this item as funds reported it.
86% Majority: yes · of votes cast
STONEX GROUP INC.’s own tally for this item (“Elect Director: Eric Parthemore”): 22,136,589 for, 3,463,393 withheld, per its Form 8-K filed 2024-03-04 (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 31,494,180 outstanding shares: 70% for, 11% withheld (81% of the company cast a for/withheld vote).
The 85 asset managers below cast 100% of the shares they voted on this item FOR (10,152,405 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,297,199 | 0 | 0 | 0 | For |
| Vanguard | 1,837,897 | 0 | 0 | 0 | For |
| Dimensional | 1,237,054 | 0 | 0 | 0 | For |
| Fidelity | 753,354 | 0 | 0 | 0 | For |
| State Street | 454 | 0 | 478,237 | 0 | Abstain |
| Columbia Threadneedle | 0 | 0 | 435,248 | 0 | Abstain |
| American Century | 359,093 | 0 | 0 | 0 | For |
| T. Rowe Price | 338,471 | 0 | 0 | 0 | For |
| Invesco | 278,138 | 0 | 0 | 0 | For |
| Charles Schwab | 238,632 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 210,583 | 0 | Abstain |
| RBB FUND, INC. | 186,947 | 0 | 0 | 0 | For |
| BBH Trust | 150,000 | 0 | 0 | 0 | For |
| Royce | 113,618 | 0 | 0 | 0 | For |
| Goldman Sachs | 83,939 | 0 | 0 | 0 | For |
| JPMorgan | 72,769 | 0 | 0 | 0 | For |
| Brighthouse | 70,389 | 0 | 2,070 | 0 | For |
| Jackson National | 68,401 | 0 | 0 | 0 | For |
| Equitable | 68,379 | 0 | 0 | 0 | For |
| Prudential/PGIM | 68,046 | 0 | 0 | 0 | For |
| Northern Trust | 63,666 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 62,546 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 62,489 | 0 | 0 | 0 | For |
| World Funds Trust | 60,867 | 0 | 0 | 0 | For |
| Principal | 49,105 | 0 | 0 | 0 | For |
Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.
Meeting held 2024-02-27.
Combines 4 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
STONEX GROUP INC.’s own tally for this item (“Elect Director: John M. Fowler”): 24,681,682 for, 918,300 withheld, per its Form 8-K filed 2024-03-04 (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 31,494,180 outstanding shares: 78% for, 3% withheld (81% of the company cast a for/withheld vote).
The 85 asset managers below cast 100% of the shares they voted on this item FOR (11,350,922 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,297,199 | 0 | 0 | 0 | For |
| Vanguard | 1,837,897 | 0 | 0 | 0 | For |
| Dimensional | 1,237,054 | 0 | 0 | 0 | For |
| Fidelity | 753,354 | 0 | 0 | 0 | For |
| State Street | 478,576 | 0 | 115 | 0 | For |
| Columbia Threadneedle | 435,248 | 0 | 0 | 0 | For |
| American Century | 359,093 | 0 | 0 | 0 | For |
| T. Rowe Price | 338,471 | 0 | 0 | 0 | For |
| Invesco | 278,138 | 0 | 0 | 0 | For |
| Charles Schwab | 238,632 | 0 | 0 | 0 | For |
| TIAA | 210,583 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 186,947 | 0 | 0 | 0 | For |
| BBH Trust | 150,000 | 0 | 0 | 0 | For |
| Royce | 113,618 | 0 | 0 | 0 | For |
| Goldman Sachs | 83,939 | 0 | 0 | 0 | For |
| JPMorgan | 72,769 | 0 | 0 | 0 | For |
| Brighthouse | 70,389 | 0 | 2,070 | 0 | For |
| Jackson National | 68,401 | 0 | 0 | 0 | For |
| Equitable | 68,379 | 0 | 0 | 0 | For |
| Prudential/PGIM | 68,046 | 0 | 0 | 0 | For |
| Northern Trust | 63,666 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 62,546 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 62,489 | 0 | 0 | 0 | For |
| World Funds Trust | 60,867 | 0 | 0 | 0 | For |
| Principal | 49,105 | 0 | 0 | 0 | For |
Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.
Meeting held 2024-02-27.
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
STONEX GROUP INC.’s own tally for this item (“Elect Director: John Radziwill”): 24,818,015 for, 781,967 withheld, per its Form 8-K filed 2024-03-04 (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 31,494,180 outstanding shares: 79% for, 2% withheld (81% of the company cast a for/withheld vote).
The 85 asset managers below cast 100% of the shares they voted on this item FOR (11,351,055 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,297,199 | 0 | 0 | 0 | For |
| Vanguard | 1,837,897 | 0 | 0 | 0 | For |
| Dimensional | 1,237,054 | 0 | 0 | 0 | For |
| Fidelity | 753,354 | 0 | 0 | 0 | For |
| State Street | 478,618 | 0 | 73 | 0 | For |
| Columbia Threadneedle | 435,248 | 0 | 0 | 0 | For |
| American Century | 359,093 | 0 | 0 | 0 | For |
| T. Rowe Price | 338,471 | 0 | 0 | 0 | For |
| Invesco | 278,138 | 0 | 0 | 0 | For |
| Charles Schwab | 238,632 | 0 | 0 | 0 | For |
| TIAA | 210,583 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 186,947 | 0 | 0 | 0 | For |
| BBH Trust | 150,000 | 0 | 0 | 0 | For |
| Royce | 113,618 | 0 | 0 | 0 | For |
| Goldman Sachs | 83,939 | 0 | 0 | 0 | For |
| JPMorgan | 72,769 | 0 | 0 | 0 | For |
| Brighthouse | 70,389 | 0 | 2,070 | 0 | For |
| Jackson National | 68,401 | 0 | 0 | 0 | For |
| Equitable | 68,379 | 0 | 0 | 0 | For |
| Prudential/PGIM | 68,046 | 0 | 0 | 0 | For |
| Northern Trust | 63,666 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 62,546 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 62,489 | 0 | 0 | 0 | For |
| World Funds Trust | 60,867 | 0 | 0 | 0 | For |
| Principal | 49,105 | 0 | 0 | 0 | For |
Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.
Meeting held 2024-02-27.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
STONEX GROUP INC.’s own tally for this item (“Elect Director: Sean M. O'Connor”): 25,082,678 for, 517,304 withheld, per its Form 8-K filed 2024-03-04 (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 31,494,180 outstanding shares: 80% for, 2% withheld (81% of the company cast a for/withheld vote).
The 85 asset managers below cast 100% of the shares they voted on this item FOR (11,351,137 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,297,199 | 0 | 0 | 0 | For |
| Vanguard | 1,837,897 | 0 | 0 | 0 | For |
| Dimensional | 1,237,054 | 0 | 0 | 0 | For |
| Fidelity | 753,354 | 0 | 0 | 0 | For |
| State Street | 478,618 | 0 | 73 | 0 | For |
| Columbia Threadneedle | 435,248 | 0 | 0 | 0 | For |
| American Century | 359,093 | 0 | 0 | 0 | For |
| T. Rowe Price | 338,471 | 0 | 0 | 0 | For |
| Invesco | 278,138 | 0 | 0 | 0 | For |
| Charles Schwab | 238,632 | 0 | 0 | 0 | For |
| TIAA | 210,583 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 186,947 | 0 | 0 | 0 | For |
| BBH Trust | 150,000 | 0 | 0 | 0 | For |
| Royce | 113,618 | 0 | 0 | 0 | For |
| Goldman Sachs | 83,939 | 0 | 0 | 0 | For |
| JPMorgan | 72,769 | 0 | 0 | 0 | For |
| Brighthouse | 70,389 | 0 | 2,070 | 0 | For |
| Jackson National | 68,401 | 0 | 0 | 0 | For |
| Equitable | 68,379 | 0 | 0 | 0 | For |
| Prudential/PGIM | 68,046 | 0 | 0 | 0 | For |
| Northern Trust | 63,666 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 62,546 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 62,489 | 0 | 0 | 0 | For |
| World Funds Trust | 60,867 | 0 | 0 | 0 | For |
| Principal | 49,105 | 0 | 0 | 0 | For |
Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.
Meeting held 2024-02-27.
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
STONEX GROUP INC.’s own tally for this item (“Elect Director: Steven Kass”): 24,940,405 for, 659,577 withheld, per its Form 8-K filed 2024-03-04 (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 31,494,180 outstanding shares: 79% for, 2% withheld (81% of the company cast a for/withheld vote).
The 85 asset managers below cast 100% of the shares they voted on this item FOR (11,351,033 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,297,199 | 0 | 0 | 0 | For |
| Vanguard | 1,837,897 | 0 | 0 | 0 | For |
| Dimensional | 1,237,054 | 0 | 0 | 0 | For |
| Fidelity | 753,354 | 0 | 0 | 0 | For |
| State Street | 478,605 | 0 | 86 | 0 | For |
| Columbia Threadneedle | 435,248 | 0 | 0 | 0 | For |
| American Century | 359,093 | 0 | 0 | 0 | For |
| T. Rowe Price | 338,471 | 0 | 0 | 0 | For |
| Invesco | 278,138 | 0 | 0 | 0 | For |
| Charles Schwab | 238,632 | 0 | 0 | 0 | For |
| TIAA | 210,583 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 186,947 | 0 | 0 | 0 | For |
| BBH Trust | 150,000 | 0 | 0 | 0 | For |
| Royce | 113,618 | 0 | 0 | 0 | For |
| Goldman Sachs | 83,939 | 0 | 0 | 0 | For |
| JPMorgan | 72,769 | 0 | 0 | 0 | For |
| Brighthouse | 70,389 | 0 | 2,070 | 0 | For |
| Jackson National | 68,401 | 0 | 0 | 0 | For |
| Equitable | 68,379 | 0 | 0 | 0 | For |
| Prudential/PGIM | 68,046 | 0 | 0 | 0 | For |
| Northern Trust | 63,666 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 62,546 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 62,489 | 0 | 0 | 0 | For |
| World Funds Trust | 60,867 | 0 | 0 | 0 | For |
| Principal | 49,105 | 0 | 0 | 0 | For |
Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.
Meeting held 2024-02-27.
Combines 4 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
STONEX GROUP INC.’s own tally for this item (“Item 2 . KPMG LLP was ratified as the Company's independent registered public accounting firm for the 2024 fiscal year with the following vote:”): 27,063,543 for, 1,107,676 against, per its Form 8-K filed 2024-03-04 (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 31,494,180 outstanding shares: 86% for, 4% against (89% of the company cast a for/against vote).
The 85 asset managers below cast 98% of the shares they voted on this item FOR (11,077,490 for, 279,091 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,297,199 | 0 | 0 | 0 | For |
| Vanguard | 1,837,897 | 0 | 0 | 0 | For |
| Dimensional | 1,237,054 | 0 | 0 | 0 | For |
| Fidelity | 753,354 | 0 | 0 | 0 | For |
| State Street | 478,662 | 29 | 0 | 0 | For |
| Columbia Threadneedle | 435,248 | 0 | 0 | 0 | For |
| American Century | 359,093 | 0 | 0 | 0 | For |
| T. Rowe Price | 338,471 | 0 | 0 | 0 | For |
| Invesco | 278,138 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 238,632 | 0 | 0 | Against |
| TIAA | 210,583 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 186,947 | 0 | 0 | 0 | For |
| BBH Trust | 150,000 | 0 | 0 | 0 | For |
| Royce | 113,618 | 0 | 0 | 0 | For |
| Goldman Sachs | 83,939 | 0 | 0 | 0 | For |
| JPMorgan | 72,769 | 0 | 0 | 0 | For |
| Brighthouse | 70,389 | 0 | 2,070 | 0 | For |
| Jackson National | 68,401 | 0 | 0 | 0 | For |
| Equitable | 68,379 | 0 | 0 | 0 | For |
| Prudential/PGIM | 68,046 | 0 | 0 | 0 | For |
| Northern Trust | 63,666 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 62,546 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 62,489 | 0 | 0 | 0 | For |
| World Funds Trust | 60,867 | 0 | 0 | 0 | For |
| Principal | 49,105 | 0 | 0 | 0 | For |
Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.
Meeting held 2023-08-10; no official results are on file for this meeting.
Combines 4 wordings of this item as funds reported it.
39% fund support · no official result
The 83 asset managers below cast 39% of the shares they voted on this item FOR (2,919,165 for, 4,544,976 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 2,121,549 | 0 | 0 | 0 | For |
| Vanguard | 0 | 1,226,779 | 0 | 0 | Against |
| Dimensional | 0 | 778,442 | 0 | 0 | Against |
| Fidelity | 4,421 | 595,455 | 0 | 0 | Against |
| State Street | 0 | 264,504 | 0 | 0 | Against |
| T. Rowe Price | 0 | 212,453 | 0 | 0 | Against |
| Columbia Threadneedle | 197,368 | 0 | 0 | 0 | For |
| Invesco | 0 | 196,801 | 0 | 0 | Against |
| American Century | 0 | 175,038 | 0 | 0 | Against |
| Charles Schwab | 0 | 150,288 | 0 | 0 | Against |
| BBH Trust | 138,631 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 87,904 | 44,455 | 0 | 0 | For |
| TIAA | 0 | 120,959 | 0 | 0 | Against |
| Royce | 93,602 | 0 | 0 | 0 | For |
| JPMorgan | 0 | 71,899 | 0 | 0 | Against |
| Principal | 0 | 69,086 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 0 | 61,703 | 0 | 0 | Against |
| Brighthouse | 0 | 52,830 | 0 | 0 | Against |
| Prudential/PGIM | 0 | 50,876 | 0 | 0 | Against |
| Jackson National | 0 | 50,514 | 0 | 0 | Against |
| EA Series Trust | 48,280 | 0 | 0 | 0 | For |
| Equitable | 30,429 | 17,446 | 0 | 0 | For |
| Northern Trust | 0 | 43,530 | 0 | 0 | Against |
| World Funds Trust | 0 | 39,248 | 0 | 0 | Against |
| Goldman Sachs | 24,679 | 12,254 | 0 | 0 | For |
Showing the 25 largest of 83 asset managers. See all 83 in the interactive database.
Meeting held 2023-08-10; no official results are on file for this meeting.
— fund support · no official result
No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 0 | 0 | 0 | 0 | One Year |
| Manatuck Hill Partners, LLC | 0 | 0 | 0 | 0 | One Year |
| TD ASSET MANAGEMENT INC | 0 | 0 | 0 | 0 | One Year |
| Empower | 0 | 0 | 0 | 0 | One Year |
| TIMOTHY PLAN | 0 | 0 | 0 | 0 | 1 Year |
| Convergence Investment Partners, LLC | 0 | 0 | 0 | 0 | 1 |
| Desjardins Global Asset Management Inc. | 0 | 0 | 0 | 0 | One Year |
| CORNELL UNIVERSITY | 0 | 0 | 0 | 0 | One Year |
Meeting held 2024-02-27.
100% fund support · no official result
The 6 asset managers below cast 100% of the shares they voted on this item FOR (190,443 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 105,131 | 0 | 0 | 0 | For |
| Manatuck Hill Partners, LLC | 31,850 | 0 | 0 | 0 | For |
| TD ASSET MANAGEMENT INC | 30,718 | 0 | 0 | 0 | For |
| Empower | 18,982 | 0 | 0 | 0 | For |
| TIMOTHY PLAN | 2,775 | 0 | 0 | 0 | For |
| Convergence Investment Partners, LLC | 987 | 0 | 0 | 0 | For |
Meeting held 2023-08-10; no official results are on file for this meeting.
0% fund support · no official result
The 2 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 17,236 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Empower | 0 | 15,570 | 0 | 0 | Against |
| TIMOTHY PLAN | 0 | 1,666 | 0 | 0 | Against |
Showing the 15 reported items with the widest manager coverage, of 16 in total. View every item.
Ranked by the number of STONEX GROUP INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 31,494,180 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 13.27% |
| 2 | Meeder Advisory Services, Inc. | 9.53% |
| 3 | Vanguard | 5.98% |
| 4 | State Street | 4.74% |
| 5 | Dimensional | 4.35% |
| 6 | Fidelity | 2.99% |
| 7 | T. Rowe Price | 2.55% |
| 8 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2.33% |
| 9 | American Century | 2.28% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.87% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 21.17% | 13F |
| Vanguard Group | 12.77% | 13F |
| Sean M. O'Connor | 6.31% | DEF14A |
| Dimensional Fund Advisors | 4.50% | 13F |
| State Street | 3.61% | 13F |
| Scott J. Branch | 3.52% | DEF14A |
| JPMorgan Chase | 2.41% | 13F |
| John Radziwill | 2.22% | DEF14A |
| Geode Capital | 1.95% | 13F |
| Morgan Stanley | 1.91% | 13F |
Percentages above are of 31,494,180 shares outstanding, as reported by STONEX GROUP INC. on its Form 10-Q dated 2023-12-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
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 STONEX GROUP INC.’s 10-Q dated 2023-12-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At STONEX GROUP INC.'s 2 shareholder meetings in the 2023-2024 proxy season (held 2023-08-10 and 2024-02-27), 290 asset managers reported how they voted in their SEC Form N-PX filings, covering 4,060 separate fund positions. Their filings are grouped here into 16 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. STONEX GROUP INC.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — To approve the advisory (non- binding) resolution relating to executive compensation. — the reporting funds cast 99% of the shares they voted in favour (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). 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.
STONEX GROUP INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.