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Symmetry Panoramic Trust 2025-2026: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Symmetry Panoramic Trust voted AGAINST or withheld on, and a shareholder proposal it voted FOR. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

755 proposals.

Symmetry Panoramic Trust, 2025-2026 proxy season. Who put a proposal on the ballot is taken from its N-PX category; see the method note on the overview page.
CompanyMeetingProposalCategory On the ballot fromSymmetry Panoramic Trust votedFunds
Brown & Brown, Inc. 2026-05-06 Election of Directors: Joia M. Johnson Director Elections Board ABSTAIN 2
Brown-Forman Corporation 2025-07-24 Election of Directors: Campbell P. Brown Director Elections Board AGAINST 2
Brown-Forman Corporation 2025-07-24 Election of Directors: Elizabeth M. Brown Director Elections Board AGAINST 2
Brown-Forman Corporation 2025-07-24 Election of Directors: Jan E. Singer Director Elections Board AGAINST 2
Brown-Forman Corporation 2025-07-24 Election of Directors: Mark A. Clouse Director Elections Board AGAINST 2
Brown-Forman Corporation 2025-07-24 Election of Directors: Marshall B. Farrer Director Elections Board AGAINST 2
Brown-Forman Corporation 2025-07-24 Election of Directors: Michael A. Todman Director Elections Board AGAINST 2
Brown-Forman Corporation 2025-07-24 Election of Directors: Michael J. Roney Director Elections Board AGAINST 2
Brown-Forman Corporation 2025-07-24 Election of Directors: Tracy L. Skeans Director Elections Board AGAINST 2
Brown-Forman Corporation 2025-07-24 Election of Directors: W. Austin Musselman, Jr. Director Elections Board AGAINST 2
Bunge Global SA 2026-05-20 Election of Directors: Markus Walt Director Elections Board AGAINST 2
Bunge Global SA 2026-05-20 Reelection of Four Members of the Human Resources and Compensation Committee: Markus Walt Director Elections Board AGAINST 2
Capital One Financial Corporation 2026-05-08 Advisory vote on our Named Executive Officer compensation ("Say on Pay"). Say-on-Pay Board AGAINST 2
Carvana Co. 2026-05-05 Election of Directors: Michael Maroone Director Elections Board ABSTAIN 2
Carvana Co. 2026-05-05 Election of Directors: Neha Parikh Director Elections Board ABSTAIN 2
Carvana Co. 2026-05-05 To approve the Carvana Co. 2026 Omnibus Incentive Plan. Compensation Board AGAINST 2
Centrais Eletricas Brasileiras SA 2026-04-15 Approve Performance Share Plan Compensation Board AGAINST 2
China Coal Energy Company Limited 2026-06-26 Approve Ernst & Young Hua Ming LLP and Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration Audit-related Board AGAINST 2
China Fortune Land Development Co., Ltd. 2026-05-22 Approve Remuneration of Directors Compensation Board AGAINST 2
China Hongqiao Group Limited 2026-05-19 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights Capital Structure Board AGAINST 2
China Hongqiao Group Limited 2026-05-19 Authorize Reissuance of Repurchased Shares Capital Structure Board AGAINST 2
China Merchants Securities Co., Ltd. 2026-06-26 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for Additional Shares Capital Structure Board AGAINST 2
China Merchants Shekou Industrial Zone Holdings Co., Ltd. 2026-06-09 Approve Provision of Guarantees to Controlled Subsidiaries Capital Structure Board AGAINST 2
China Merchants Shekou Industrial Zone Holdings Co., Ltd. 2026-06-09 Approve Use of Idle Own Funds for Entrusted Financial Management Extraordinary Transactions Board AGAINST 2
China Pacific Insurance (Group) Co., Ltd. 2026-06-10 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights Capital Structure Board AGAINST 2
China Petroleum & Chemical Corp. 2026-05-13 Approve Grant of General Mandate to the Board to Issue New Domestic Shares and/or Overseas-Listed Foreign Shares Capital Structure Board AGAINST 2
China Shenhua Energy Company Limited 2025-10-24 Approve Grant of General Mandate to Issue Shares to the Board and Authorized Person(s) of the Board and Related Transactions Capital Structure Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Adjustments to the Proposal in Respect of the Transaction and the Proposed Issuance of A Shares Not Constituting Material Adjustments Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Circumstances Regarding the Dilution of Immediate Return Arising from the Transaction and the Remedial Measures Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Circumstances of the Company's Purchase and Sale of Assets within 12 Months Prior to the Transaction and the Proposed Issuance of A Shares Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Confidentiality Measures and Confidentiality Procedures Adopted in Connection with the Transaction and the Proposed Issuance of A Shares Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Confirmation that None of Relevant Parties to Transaction and Proposed Issuance of A Shares Falls Under Article 12 of Regulatory Guidelines for Listed Companies No. 7 that Prohibit Participation in Major Asset Restructuring of a Listed Company Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Confirmation that the Company does not Fall within the Circumstance Under Article 11 of the Administrative Measures for the Registration of Securities Offerings of Listed Companies that would Prohibit the Issuance of Shares to Specific Targets Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Execution of Conditional Agreements with the Counterparties to the Transaction Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Explanation Regarding the Completeness and Compliance of the Statutory Procedures Performed for the Transaction and the Proposed Issuance of A Shares and the Validity of the Legal Documents Submitted Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Independence of the Valuation Institutions, Reasonableness of the Valuation Assumptions, Relevance of the Valuation Methodologies to the Valuation Purposes, and Fairness of the Valuation Pricing Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Overall Proposal of the Transaction and the Proposed Issuance of A Shares Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Performance Commitment and Compensation Arrangements Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Price Movement of the Company's Shares Prior to the Information Disclosure in Relation to the Transaction and the Proposed Issuance of A Shares Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Proposed Issuance of A Shares - Arrangements for Accumulated Undistributed Profits Capital Structure Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Proposed Issuance of A Shares - Issue Method, Target Subscribers and Subscription Method Capital Structure Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Proposed Issuance of A Shares - Lock-up Period Capital Structure Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Proposed Issuance of A Shares - Number of Shares to be Issued Capital Structure Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Proposed Issuance of A Shares - Pricing Basis, Pricing Benchmark Date and Issuance Price for Shares to be Issued Capital Structure Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Proposed Issuance of A Shares - Type, Par Value and Listing Venue of Shares to be Issued Capital Structure Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Proposed Issuance of A Shares - Use of Proceeds to be Raised Capital Structure Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Report (Draft) of China Shenhua on the Purchase of Assets Through the Issuance of Shares and Cash Payment, the Raising of Supporting Funds, and the Related Transaction and Its Summary Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Review Reports, Audit Reports and Asset Valuation Reports Relating to the Transaction and the Proposed Issuance of A Shares Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Transaction - Arrangements for Accumulated Undistributed Profits Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Transaction - Attribution of Profits and Losses for the Transition Period Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Transaction - Counterparties Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Transaction - Issuance Price and Pricing Basis Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Transaction - Issue Method Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Transaction - Lock-up Period Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Transaction - Number of Shares to be Issued Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Transaction - Target Assets Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Transaction - Target Subscriber and Subscription Method Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Transaction - Transaction Price and Payment Method Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Transaction - Type, Par Value and Listing Venue of Shares to be Issued Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Transaction and Proposed Issuance of A Shares Complying with the Relevant Laws and Regulations Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Transaction and the Proposed Issuance of A Shares Complying with Articles 11, 43 and 44 of the Administrative Measures for the Major Asset Restructuring of Listed Companies Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Transaction and the Proposed Issuance of A Shares Constituting Related Transaction Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Transaction and the Proposed Issuance of A Shares Not Constituting Major Asset Restructuring Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Transaction and the Proposed Issuance of A Shares Not Constituting Reorganization and Listing Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Approve Validity Period of the Resolutions Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-01-23 Authorize Board and Its Authorized Persons to Handle All Matters in Relation to the Transaction and the Proposed Issuance of A Shares Extraordinary Transactions Board AGAINST 2
China Shenhua Energy Company Limited 2026-06-26 Approve Grant of General Mandate to Issue Shares to the Board and Authorized Persons of the Board Capital Structure Board AGAINST 2
China Tourism Group Duty Free Corporation Limited 2025-11-24 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights Capital Structure Board AGAINST 2
China Tourism Group Duty Free Corporation Limited 2026-06-26 Approve Ernst & Young Hua Ming LLP as Domestic Financial Reporting Auditors and Internal Control Auditor and Ernst & Young as International Financial Reporting Auditors and Authorize Board to Fix Their Remuneration Audit-related Board AGAINST 2
China Tourism Group Duty Free Corporation Limited 2026-06-26 Approve Grant of General Mandate to the Board of Directors to Issue Additional Shares Capital Structure Board AGAINST 2
China Tourism Group Duty Free Corporation Limited 2026-06-26 Elect Wang Qiang as Director Director Elections Board AGAINST 2
China Tourism Group Duty Free Corporation Limited 2026-06-26 Elect Wang Yuehao as Director Director Elections Board AGAINST 2
Chubb Limited 2026-05-21 Election of Evan G. Greenberg as Chairman of the Board of Directors Director Elections Board AGAINST 2
Chugai Pharmaceutical Co., Ltd. 2026-03-26 Elect Director Okuda, Osamu Director Elections Board AGAINST 2
Cincinnati Financial Corporation 2026-05-02 Election of Directors: Gretchen W. Schar Director Elections Board AGAINST 2
Citigroup Inc. 2026-05-20 Advisory vote to approve our 2025 Executive Compensation. Say-on-Pay Board AGAINST 2
Citigroup Inc. 2026-05-20 Approval of additional shares for the Citigroup 2019 Stock Incentive Plan. Compensation Board AGAINST 2
Cloudflare, Inc. 2026-06-30 Approval and adoption of amendments to implement a stock split in which (i) each share of Class A common stock would become one share of Class A common stock and one share of Class C common stock; and (ii) each share of Class B common stock would become one share of Class B common stock and one share of Class C common stock. Capital Structure Board AGAINST 2
Cloudflare, Inc. 2026-06-30 Approval and adoption of amendments to increase the number of authorized shares of Class A common stock from 2,250,000,000 to 4,500,000,000. Capital Structure Board AGAINST 2
Cloudflare, Inc. 2026-06-30 Approval and adoption of amendments to provide for the equal treatment of shares of Class A common stock, Class B common stock, and Class C common stock in connection with dividends and distributions, certain transactions, and upon our liquidation, dissolution, or winding up. Capital Structure Board AGAINST 2
Cloudflare, Inc. 2026-06-30 Approval and adoption of an amendment and restatement of our amended and restated certificate of incorporation: Approval and adoption of amendments to establish the Class C common stock. Capital Structure Board AGAINST 2
Cloudflare, Inc. 2026-06-30 Approval of the amendment and restatement of our 2019 Equity Incentive Plan. Compensation Board AGAINST 2
Cloudflare, Inc. 2026-06-30 Approval of the amendment and restatement of our Amended and Restated 2019 Employee Stock Purchase Plan. Compensation Board AGAINST 2
Cloudflare, Inc. 2026-06-30 Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay Board AGAINST 2
Cloudflare, Inc. 2026-06-30 Election of Class I directors: Karim Lakhani Director Elections Board ABSTAIN 2
Cloudflare, Inc. 2026-06-30 Election of Class I directors: Michelle Zatlyn Director Elections Board ABSTAIN 2
Cloudflare, Inc. 2026-06-30 Election of Class I directors: Scott Sandell Director Elections Board ABSTAIN 2
CoStar Group, Inc. 2026-06-23 Proposal to approve, on an advisory basis, the Company's executive compensation. Say-on-Pay Board AGAINST 2
Coca-Cola FEMSA SAB de CV 2026-03-24 Elect Claudia Lorenzo as Director Representing Series D Shareholders Director Elections Board ABSTAIN 2
Coca-Cola FEMSA SAB de CV 2026-03-24 Elect Francisco Zambrano Rodriguez as Director Representing Series A Shareholders Director Elections Board ABSTAIN 2
Coca-Cola FEMSA SAB de CV 2026-03-24 Elect Javier Gerardo Astaburuaga Sanjines as Director Representing Series A Shareholders Director Elections Board ABSTAIN 2
Coca-Cola FEMSA SAB de CV 2026-03-24 Elect Jennifer Mann as Director Representing Series D Shareholders Director Elections Board ABSTAIN 2
Coca-Cola FEMSA SAB de CV 2026-03-24 Elect John Murphy as Director Representing Series D Shareholders Director Elections Board ABSTAIN 2
Coca-Cola FEMSA SAB de CV 2026-03-24 Elect Jose Antonio Fernandez Carbajal as Director Representing Series A Shareholders Director Elections Board ABSTAIN 2
Coca-Cola FEMSA SAB de CV 2026-03-24 Elect Jose Antonio Fernandez Garza Laguera as Director Representing Series A Shareholders Director Elections Board ABSTAIN 2
Coca-Cola FEMSA SAB de CV 2026-03-24 Elect Jose Henrique Cutrale as Director Representing Series A Shareholders Director Elections Board ABSTAIN 2
Coca-Cola FEMSA SAB de CV 2026-03-24 Elect Jose Octavio Reyes Lagunes as Director Representing Series D Shareholders Director Elections Board ABSTAIN 2
Coca-Cola FEMSA SAB de CV 2026-03-24 Elect Leroy Kim as Director Representing Series A Shareholders Director Elections Board ABSTAIN 2
Coca-Cola FEMSA SAB de CV 2026-03-24 Elect Luis Alfonso Nicolau Gutierrez as Director Representing Series A Shareholders Director Elections Board ABSTAIN 2
Coca-Cola FEMSA SAB de CV 2026-03-24 Elect Luis Rubio Freidberg as Director Representing Series A Shareholders Director Elections Board ABSTAIN 2

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Built 2026-10-04 from SEC Form N-PX filings.