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Equitable vs Lincoln Financial: how alike they voted, 2024-2025

95.6% When both took a single position, they voted the same way on 95.6% of 54,497 items (52,114 the same, 2,383 different). 8,374 items where at least one of them split its funds are listed separately below. Both voted on 62,871 items in all.

Equitable 2024-2025 · Lincoln Financial 2024-2025 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	Common items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	62,871	52,114	2,383	8,374	95.6%	90.5%
Board proposals	53,217	43,642	2,159	7,416	95.3%	89.9%
E&S shareholder proposals	265	109	4	152	96.5%	81.3%
Other items	9,389	8,363	220	806	97.4%	94.1%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

4 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.

Company	Meeting	Proposal	On the ballot from	Board recommended	Equitable	Lincoln Financial
AMAZON.COM INC.	May 21, 2025	Shareholder proposal requesting a report on data dosage oversight in AI offerings Other Social Issues	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 1 fund
META PLATFORMS INC.	May 28, 2025	A shareholder proposal regarding report on AI data usage oversight. Corporate Governance	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 2 funds
MICROSOFT	December 10, 2024	Report on Risks of Weapons Development. Other Social Issues	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 2 funds
WELLS FARGO & CO.	April 29, 2025	Shareholder Proposal - Report on Respecting Indigenous Peoples Rights. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 1 fund	FOR 1 fund

← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.