Home › Asset managers › Compare 2025-2026 › Charles Schwab vs JPMorgan
Charles Schwab 2025-2026 · JPMorgan 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 5,267 | 4,646 | 518 | 103 | 90.0% | 89.6% |
| Board proposals | 4,618 | 4,121 | 421 | 76 | 90.7% | 90.3% |
| E&S shareholder proposals | 128 | 104 | 9 | 15 | 92.0% | 91.8% |
| Other items | 521 | 421 | 88 | 12 | 82.7% | 82.7% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
103 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 | Charles Schwab | JPMorgan |
|---|---|---|---|---|---|---|
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding AI Board oversight Corporate Governance |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 23 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI data usage oversight Corporate Governance |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 23 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI-generated misinformation Corporate Governance |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 23 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on water usage and AI development Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 23 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 23 AGAINST |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 34 AGAINST |
| ELI LILLY AND COMPANY | May 4, 2026 | Shareholder proposal to prepare an annual lobbying report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 25 AGAINST |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting a report describing how the Company could disclose its plastic packaging footprint. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 37 AGAINST |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting a report on risks of sharing customer data with third parties. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 37 AGAINST |
| MICROSOFT CORPORATION | December 5, 2025 | Report on AI Data Usage Oversight Corporate Governance |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 2 FOR, 37 AGAINST |
| NVIDIA CORPORATION | June 24, 2026 | Approval of a non-binding stockholder proposal requesting a report on faith-based community resource groups. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 34 AGAINST |
| NVIDIA CORPORATION | June 24, 2026 | Approval of a non-binding stockholder proposal requesting a report on workforce civil liberties. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 34 AGAINST |
| NVIDIA CORPORATION | June 24, 2026 | Approval of a non-binding stockholder proposal requesting reporting on greenhouse gas emissions from the use of our sold products. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 34 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Lobbying Disclosure Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 14 FOR, 1 AGAINST |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Energy Supply Ratio. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 FOR, 24 AGAINST |
| ALLY FINANCIAL INC. | May 6, 2026 | Shareholder Proposal to Reduce Threshold for Shareholders to Call Special Meetings. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 4 AGAINST |
| BANK OF AMERICA CORPORATION | May 4, 2026 | Shareholder proposal requesting independent board chair Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 28 AGAINST |
| CAPITAL ONE FINANCIAL CORPORATION | May 8, 2026 | Stockholder proposal to require a shareholder vote on golden parachute arrangements. Compensation |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 23 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding dual class capital structure. Shareholder Rights and Defenses |
Other | Against | FOR 15 funds |
Split 35 FOR, 5 AGAINST |
| MORGAN STANLEY | May 14, 2026 | Shareholder proposal requesting an independent Board Chairman Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 25 AGAINST |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Shareholder Proposal Relating to Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 19 AGAINST |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Vote on amendment to Certificate of Incorporation to implement other miscellaneous changes. Corporate Governance |
Other | For | FOR 14 funds |
Split 1 FOR, 19 AGAINST |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Vote on amendment to Certificate of Incorporation to limit certain liability of officers as permitted by Delaware Law. Director Elections |
Other | For | AGAINST 14 funds |
Split 1 FOR, 19 AGAINST |
| STATE STREET CORPORATION | May 20, 2026 | Shareholder proposal requesting the adoption of a policy and amendment to the by-laws requiring the Chair of the Board be an independent member of the Board in the next CEO transition, if properly presented. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 23 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Special Shareholder Meeting Thresholds Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 14 AGAINST |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Request for Board of Directors to Adopt Policy for an Independent Chair. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 25 AGAINST |
| ZIONS BANCORPORATION | May 1, 2026 | Shareholder proposal requesting a report on risks from misalignment between company policies and customer base. Environment or Climate |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 3 AGAINST |
| ALLY FINANCIAL INC. | May 6, 2026 | Approval of the Ally Financial Inc. Incentive Compensation Omnibus Plan. Compensation |
Board | For | FOR 13 funds |
Split 1 FOR, 4 AGAINST |
| ALLY FINANCIAL INC. | May 6, 2026 | Ratification of the Audit Committee's engagement of Deloitte & Touche LLP as the Company's independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 13 funds |
Split 4 FOR, 1 AGAINST |
| AMERICAN EXPRESS COMPANY | May 5, 2026 | Ratification of appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 14 funds |
Split 24 FOR, 1 AGAINST |
| AMERIPRISE FINANCIAL, INC. | April 29, 2026 | To approve the compensation of the named executive officers by a nonbinding advisory vote. Say-on-Pay |
Board | For | FOR 16 funds |
Split 24 FOR, 1 AGAINST |
| BANC OF CALIFORNIA, INC. | May 6, 2026 | Approval of the Company's Second Amended and Restated 2018 Omnibus Stock Incentive Plan. Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 3 AGAINST |
| BANK OF AMERICA CORPORATION | May 4, 2026 | Ratifying the appointment of our independent registered public accounting firm for 2026 Audit-related |
Board | For | FOR 14 funds |
Split 28 FOR, 1 AGAINST |
| BANKUNITED, INC. | May 21, 2026 | To approve the BankUnited, Inc. Amended and Restated 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
Split 1 FOR, 6 AGAINST |
| BEACON FINANCIAL CORPORATION | May 13, 2026 | To ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026. Audit-related |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| BOK FINANCIAL CORPORATION | May 5, 2026 | Ratification of the selection of Ernst & Young LLP as BOK Financial Corporation's independent auditors for the fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 12 funds |
Split 1 FOR, 1 AGAINST |
| CAPITAL ONE FINANCIAL CORPORATION | May 8, 2026 | Ratification of the selection of Ernst & Young LLP as our independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 12 funds |
Split 23 FOR, 1 AGAINST |
| CAPITAL ONE FINANCIAL CORPORATION | May 8, 2026 | Advisory vote on our Named Executive Officer compensation ("Say on Pay"). Say-on-Pay |
Board | For | FOR 15 funds |
Split 8 FOR, 18 AGAINST |
| CATHAY GENERAL BANCORP | May 18, 2026 | Election of Class III Directors, to be elected for the term ending 2029: Felix S. Fernandez Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| CATHAY GENERAL BANCORP | May 18, 2026 | Election of Class III Directors, to be elected for the term ending 2029: Nelson Chung Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| CATHAY GENERAL BANCORP | May 18, 2026 | Ratification of the appointment of KPMG LLP as Cathay General Bancorp's independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| CITIGROUP INC. | May 20, 2026 | Advisory vote to approve our 2025 Executive Compensation. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 4 FOR, 17 AGAINST |
| CITIGROUP INC. | May 20, 2026 | Proposal to ratify the selection of KPMG LLP as Citi's independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 14 funds |
Split 17 FOR, 1 AGAINST |
| CITIZENS FINANCIAL GROUP, INC. | April 23, 2026 | Ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the 2026 fiscal year. Audit-related |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| CITY HOLDING COMPANY | April 29, 2026 | Election of Class III Director to serve for a term of three year: Robert D. Fisher Director Elections |
Board | For | FOR 8 funds |
Split 5 FOR, 1 AGAINST |
| COMMERCE BANCSHARES, INC. | April 24, 2026 | To ratify the selection of KPMG LLP as the Company's independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 12 funds |
Split 5 FOR, 1 AGAINST |
| CULLEN/FROST BANKERS, INC. | April 29, 2026 | To ratify the selection of Ernst & Young LLP to act as independent auditors of Cullen/Frost Bankers, Inc. for the fiscal year that began January 1, 2026. Audit-related |
Board | For | FOR 12 funds |
Split 4 FOR, 1 AGAINST |
| CUSTOMERS BANCORP, INC. | May 26, 2026 | To approve an amendment to the Company's 2019 Stock Incentive Plan. Compensation |
Board | For | FOR 9 funds |
Split 1 FOR, 3 AGAINST |
| DANAHER CORPORATION | May 5, 2026 | To approve on an advisory basis the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 1 FOR, 19 AGAINST |
| EASTERN BANKSHARES, INC. | May 18, 2026 | To approve, in an advisory vote, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
Split 1 FOR, 2 AGAINST |
| EASTERN BANKSHARES, INC. | May 18, 2026 | To ratify the appointment of Ernst & Young LLP by the Audit Committee of our Board of Directors as the Company's independent registered public accounting firm for the 2026 fiscal year. Audit-related |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| F.N.B. CORPORATION | May 6, 2026 | Ratification of appointment of Ernst & Young LLP as F.N.B. Corporation's independent registered public accounting firm for the 2026 fiscal year. Audit-related |
Board | For | FOR 10 funds |
Split 3 FOR, 1 AGAINST |
| FIFTH THIRD BANCORP | April 21, 2026 | Ratification of the appointment of Deloitte & Touche LLP to serve as the independent external audit firm for the Company for the year 2026. Audit-related |
Board | For | FOR 14 funds |
Split 21 FOR, 1 AGAINST |
| FIRST BUSEY CORPORATION | May 20, 2026 | To approve the First Busey Corporation Second Amended 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 1 FOR, 3 AGAINST |
| FIRST BUSEY CORPORATION | May 20, 2026 | To approve, in a non-binding, advisory vote, the compensation of our named executive officers, as described in the accompanying proxy statement, which is referred to as a "say-on-pay" proposal. Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 3 AGAINST |
| FIRST BUSEY CORPORATION | May 20, 2026 | To ratify the appointment of RSM US LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026. Audit-related |
Board | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| FIRST COMMONWEALTH FINANCIAL CORPORATION | April 28, 2026 | Election of Director: Gary R. Claus Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| FIRST COMMONWEALTH FINANCIAL CORPORATION | April 28, 2026 | Election of Director: Julie A. Caponi Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| FIRST COMMONWEALTH FINANCIAL CORPORATION | April 28, 2026 | Election of Director: Luke A. Latimer Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| FIRST COMMONWEALTH FINANCIAL CORPORATION | April 28, 2026 | Election of Director: Ray T. Charley Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| FIRST HORIZON CORPORATION | April 28, 2026 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | AGAINST 12 funds |
Split 6 FOR, 1 AGAINST |
| FIRST MERCHANTS CORPORATION | May 19, 2026 | Proposal to ratify the appointment of the firm Forvis Mazars, LLP as the independent auditor for 2026. Audit-related |
Board | For | FOR 7 funds |
Split 6 FOR, 1 AGAINST |
| FLAGSTAR BANK, N.A. | June 9, 2026 | Approval of an Amendment to the Flagstar Bank, N.A. 2020 Omnibus Incentive Plan. Compensation |
Board | For | FOR 12 funds |
Split 1 FOR, 1 AGAINST |
| FLAGSTAR BANK, N.A. | June 9, 2026 | The ratification of the appointment of KPMG LLP as the independent registered public accounting firm of Flagstar Bank, N.A. in the fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 12 funds |
Split 1 FOR, 1 AGAINST |
| FULTON FINANCIAL CORPORATION | May 28, 2026 | The ratification of the appointment of KPMG LLP as Fulton's independent auditor for the fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| HUNTINGTON BANCSHARES INCORPORATED | April 22, 2026 | An advisory resolution to approve, on a non-binding basis, the compensation of executives as described in the proxy materials. Say-on-Pay |
Board | For | FOR 15 funds |
Split 1 FOR, 8 AGAINST |
| INDEPENDENT BANK CORP. | May 14, 2026 | Election of Class III Director: Daniel F. O'Brien Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| KEYCORP | May 14, 2026 | Advisory approval of executive compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 1 FOR, 8 AGAINST |
| KEYCORP | May 14, 2026 | Approval of the 2026 Equity Compensation Plan. Compensation |
Board | For | FOR 14 funds |
Split 1 FOR, 6 AGAINST |
| KEYCORP | May 14, 2026 | Ratification of the appointment of independent auditor. Audit-related |
Board | For | FOR 14 funds |
Split 6 FOR, 1 AGAINST |
| LENDINGCLUB CORPORATION | June 2, 2026 | Election of Class III Director: Scott Sanborn Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| M&T BANK CORPORATION | April 21, 2026 | TO RATIFY THE APPOINTMENT OF PRICEWATERHOUSECOOPERS LLP AS THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM OF M&T BANK CORPORATION FOR THE YEAR ENDING DECEMBER 31, 2026. Audit-related |
Board | For | FOR 14 funds |
Split 11 FOR, 1 AGAINST |
| MORGAN STANLEY | May 14, 2026 | To ratify the appointment of Deloitte & Touche LLP as independent auditor Audit-related |
Board | For | FOR 14 funds |
Split 25 FOR, 1 AGAINST |
| NICOLET BANKSHARES, INC. | May 18, 2026 | Approval, on a non-binding advisory basis, of the compensation paid to Nicolet's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| NORTHERN TRUST CORPORATION | April 21, 2026 | Ratification of the appointment of KPMG LLP as the Corporation's independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 14 funds |
Split 2 FOR, 1 AGAINST |
| NORTHWEST BANCSHARES, INC. | May 20, 2026 | An advisory, non-binding resolution to approve the executive compensation described in the Proxy Statement. Say-on-Pay |
Board | For | FOR 9 funds |
Split 1 FOR, 2 AGAINST |
| NORTHWEST BANCSHARES, INC. | May 20, 2026 | Ratification of the appointment of KPMG LLP as the independent registered public accounting firm for the year ending December 31, 2026. Audit-related |
Board | For | FOR 8 funds |
Split 2 FOR, 1 AGAINST |
| PROSPERITY BANCSHARES, INC. | April 21, 2026 | Ratification of the appointment of Deloitte and Touche LLP as the independent registered public accounting firm of the Company for the year ending December 31, 2026. Audit-related |
Board | For | FOR 11 funds |
Split 3 FOR, 1 AGAINST |
| PROVIDENT FINANCIAL SERVICES, INC. | May 21, 2026 | The ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026. Audit-related |
Board | For | FOR 7 funds |
Split 6 FOR, 1 AGAINST |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Ratification of Appointment of Ernst & Young LLP as the Independent Registered Public Accounting Firm for 2026. Audit-related |
Board | For | FOR 14 funds |
Split 19 FOR, 1 AGAINST |
| RENASANT CORPORATION | April 28, 2026 | Ratification of the appointment of BDO USA, P.C. as our independent registered public accountants for 2026. Audit-related |
Board | For | FOR 7 funds |
Split 4 FOR, 1 AGAINST |
| SEACOAST BANKING CORPORATION OF FLORIDA | May 20, 2026 | Advisory (Non-binding) Vote on Compensation of Named Executive Officers Say-on-Pay |
Board | For | FOR 8 funds |
Split 1 FOR, 3 AGAINST |
| SIMMONS FIRST NATIONAL CORPORATION | May 13, 2026 | To ratify the Audit Committee's selection of the accounting firm Forvis Mazars, LLP as independent auditors of the Company and its subsidiaries for the year ending December 31, 2026. Audit-related |
Board | For | FOR 7 funds |
Split 7 FOR, 1 AGAINST |
| SOFI TECHNOLOGIES, INC. | June 17, 2026 | Election of Director: Anthony Noto Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 1 WITHHOLD |
| SOFI TECHNOLOGIES, INC. | June 17, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
Split 1 FOR, 1 AGAINST |
| STATE STREET CORPORATION | May 20, 2026 | To ratify the selection of Ernst & Young LLP as State Street's independent registered public accounting firm for the year ending December 31, 2026. Audit-related |
Board | For | FOR 13 funds |
Split 23 FOR, 1 AGAINST |
| TEXAS CAPITAL BANCSHARES, INC. | April 21, 2026 | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026; Audit-related |
Board | For | FOR 8 funds |
Split 3 FOR, 1 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | FOR 16 funds |
Split 15 FOR, 1 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Ratification of PricewaterhouseCoopers LLP as our Independent Registered Public Accounting Firm for 2026 Audit-related |
Board | For | FOR 13 funds |
Split 14 FOR, 1 AGAINST |
| THE PNC FINANCIAL SERVICES GROUP, INC. | April 22, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 1 FOR, 4 AGAINST |
| TOWNEBANK | May 20, 2026 | Election of Director For term expiring in 2029: Alan S. Witt Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 1 WITHHOLD |
| TOWNEBANK | May 20, 2026 | Election of Director For term expiring in 2029: Douglas D. Ellis Director Elections |
Board | For | WITHHOLD 7 funds |
Split 2 FOR, 1 WITHHOLD |
| TOWNEBANK | May 20, 2026 | Election of Director For term expiring in 2029: Jeffrey F. Benson Director Elections |
Board | For | WITHHOLD 7 funds |
Split 2 FOR, 1 WITHHOLD |
| TOWNEBANK | May 20, 2026 | To ratify the selection of Forvis Mazars, LLP, certified public accountants, as independent auditors of TowneBank for 2026. Audit-related |
Board | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| TRUIST FINANCIAL CORPORATION | April 28, 2026 | Advisory vote to approve Truist's executive-compensation program. Say-on-Pay |
Board | For | FOR 15 funds |
Split 1 FOR, 8 AGAINST |
| TRUIST FINANCIAL CORPORATION | April 28, 2026 | Ratification of the appointment of PricewaterhouseCoopers LLP as Truist's independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 13 funds |
Split 5 FOR, 1 AGAINST |
| U.S. BANCORP | April 21, 2026 | The ratification of the selection of Ernst & Young LLP as our independent registered public accounting firm for the 2026 fiscal year. Audit-related |
Board | For | FOR 12 funds |
Split 25 FOR, 1 AGAINST |
| UNITED BANKSHARES, INC. | May 13, 2026 | To ratify the selection of Ernst & Young LLP to act as the independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 9 funds |
Split 2 FOR, 1 AGAINST |
| WELLS FARGO & COMPANY | April 28, 2026 | Proposal to ratify KPMG as the Company's independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 12 funds |
Split 25 FOR, 1 AGAINST |
| WESTERN ALLIANCE BANCORPORATION | June 10, 2026 | To ratify the appointment of RSM US LLP as the Company's independent auditor for the fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 13 funds |
Split 2 FOR, 1 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.