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

93.6% When both took a single position, they voted the same way on 93.6% of 39,072 items (36,584 the same, 2,488 different). 4,222 items where at least one of them split its funds are listed separately below. Both voted on 43,294 items in all.

Lincoln Financial 2024-2025 · Invesco 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	43,294	36,584	2,488	4,222	93.6%	90.2%
Board proposals	36,863	31,171	2,155	3,537	93.5%	90.0%
E&S shareholder proposals	257	143	3	111	97.9%	88.7%
Other items	6,174	5,270	330	574	94.1%	91.2%

Where they did not vote alike

Everything Voted differently Split votes

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

111 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	Lincoln Financial	Invesco
THE WENDY'S COMPANY	May 21, 2025	Stockholder proposal regarding an emissions reduction assessment, if properly presented at the Annual Meeting. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 4 AGAINST	AGAINST 2 funds
THE WENDY'S COMPANY	May 21, 2025	Stockholder proposal regarding worker-driven social responsibility, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	Split 1 FOR, 4 AGAINST	AGAINST 2 funds
TYLER TECHNOLOGIES INC.	May 6, 2025	Shareholder Proposal Regarding Political Spending. Other Social Issues	Shareholder (E&S)	Against	Split 3 FOR, 4 AGAINST	AGAINST 26 funds
VISA INC.	January 28, 2025	Shareholder proposal on gender-based compensation gaps and associated risks. Environment or Climate	Shareholder (E&S)	Against	AGAINST 17 funds	Split 2 FOR, 30 AGAINST
VISA INC.	January 28, 2025	Shareholder proposal on transparency in lobbying. Other Social Issues	Shareholder (E&S)	Against	Split 4 FOR, 12 AGAINST	Split 2 FOR, 30 AGAINST
VISA INC.	January 28, 2025	Shareholder proposal requesting a report on policy on merchant category codes. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 17 funds	Split 2 FOR, 30 AGAINST
WALMART INC.	June 5, 2025	Health and Safety Governance Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	Split 2 FOR, 10 AGAINST	AGAINST 30 funds
WALMART INC.	June 5, 2025	Racial Equity Audit Diversity, Equity, and Inclusion	Shareholder (E&S)	Against	Split 2 FOR, 10 AGAINST	AGAINST 30 funds
WELLS FARGO & CO.	April 29, 2025	Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	Split 1 FOR, 14 AGAINST	AGAINST 28 funds
WELLS FARGO & CO.	April 29, 2025	Shareholder Proposal - Energy Supply Ratio. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 14 AGAINST	AGAINST 28 funds
YUM! BRANDS INC.	May 15, 2025	Shareholder Proposal Regarding Workplace Safety Policies and Practices. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	Split 1 FOR, 5 AGAINST	AGAINST 13 funds

← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.