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

97.1% When both took a single position, they voted the same way on 97.1% of 74,371 items (72,238 the same, 2,133 different). 4,422 items where at least one of them split its funds are listed separately below. Both voted on 78,793 items in all.

State Street 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	78,793	72,238	2,133	4,422	97.1%	94.6%
Board proposals	64,347	58,750	1,855	3,742	96.9%	94.3%
E&S shareholder proposals	257	152	0	105	100.0%	88.7%
Other items	14,189	13,336	278	575	98.0%	96.2%

Where they did not vote alike

Everything Voted differently Split votes

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

105 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	State Street	Lincoln Financial
WALMART INC.	June 5, 2025	Health and Safety Governance Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 28 funds	Split 2 FOR, 10 AGAINST
WALMART INC.	June 5, 2025	Racial Equity Audit Diversity, Equity, and Inclusion	Shareholder (E&S)	Against	AGAINST 28 funds	Split 2 FOR, 10 AGAINST
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	AGAINST 22 funds	Split 1 FOR, 14 AGAINST
WELLS FARGO & CO.	April 29, 2025	Shareholder Proposal - Energy Supply Ratio. Environment or Climate	Shareholder (E&S)	Against	AGAINST 22 funds	Split 1 FOR, 14 AGAINST
YUM! BRANDS INC.	May 15, 2025	Shareholder Proposal Regarding Workplace Safety Policies and Practices. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	FOR 24 funds	Split 1 FOR, 5 AGAINST

← 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.