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
100 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 |
|---|---|---|---|---|---|---|
| ADTRAN HOLDINGS, INC. | May 13, 2026 | Vote to approve the amendment of the Company's Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law and to make certain other changes to Section 7.1 thereof. Director Elections |
Other | For | FOR 4 funds |
AGAINST 2 funds |
| ALIGHT, INC. | June 10, 2026 | To approve an amendment to the Alight Charter to provide for the elimination of certain officers' personal liability for monetary damages stemming from breaches of the duty of care as permitted by Section 102(b)(7) of the General Corporation Law of the State of Delaware. Director Elections |
Other | For | FOR 5 funds |
AGAINST 2 funds |
| AMERICAN AIRLINES GROUP INC. | June 10, 2026 | A proposal to amend our Restated Certificate of Incorporation to limit the liability of our officers as permitted by Delaware law Director Elections |
Other | For | FOR 13 funds |
AGAINST 1 fund |
| AMERICAN WATER WORKS COMPANY, INC. | May 13, 2026 | Approval of an amendment to the American Water Works Company, Inc. Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 13 funds |
AGAINST 5 funds |
| AMERICOLD REALTY TRUST, INC. | May 18, 2026 | Advisory Vote on Shareholder Proposal Regarding Director Removal With or Without Cause. Corporate Governance |
Other | Against | FOR 11 funds |
AGAINST 4 funds |
| AMERISAFE, INC. | June 10, 2026 | Approval of amendment to the Company's Certificate of Formation to provide for officer exculpation. Director Elections |
Other | For | FOR 8 funds |
AGAINST 1 fund |
| APPLOVIN CORPORATION | June 3, 2026 | Stockholder proposal regarding disclosure of voting results by class of shares, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | FOR 12 funds |
AGAINST 22 funds |
| AT&T INC. | May 14, 2026 | Approve Amendment to Restated Certificate of Incorporation to Provide for Officer Exculpation Director Elections |
Other | For | FOR 12 funds |
AGAINST 30 funds |
| BLOCK, INC. | June 16, 2026 | STOCKHOLDER PROPOSAL REGARDING ESTABLISHING A BOARD-LEVEL TECHNOLOGY COMMITTEE, IF PROPERLY PRESENTED AT THE ANNUAL MEETING. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 4 funds |
| BLOOM ENERGY CORPORATION | May 21, 2026 | To approve an amendment to our Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | FOR 9 funds |
AGAINST 5 funds |
| BOOKING HOLDINGS INC. | June 2, 2026 | Amendment of the Company's certificate of incorporation to provide for the exculpation of officers. Director Elections |
Other | For | FOR 16 funds |
AGAINST 26 funds |
| BOSTON SCIENTIFIC CORPORATION | April 30, 2026 | To amend our Certificate of Incorporation to provide for exculpation of certain officers as permitted by Delaware law. Director Elections |
Other | For | FOR 16 funds |
AGAINST 22 funds |
| BRAZE, INC. | June 30, 2026 | To approve an amendment to our Amended and Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by recent amendments to Delaware law. Director Elections |
Other | For | FOR 4 funds |
AGAINST 5 funds |
| BUNGE GLOBAL SA | May 20, 2026 | If any modifications to agenda items or proposals identified in the invitation to the Virtual Annual General Meeting or other matters on which voting is permissible under Swiss law are properly presented at the Virtual Annual General Meeting for consideration, you hereby instruct the Independent Voting Representative, in the absence of other specific instructions, to vote your shares in accordance with the recommendations of the Board of Directors. Corporate Governance |
Other | For | AGAINST 14 funds |
FOR 5 funds |
| CAPRICOR THERAPEUTICS, INC. | June 4, 2026 | APPROVAL OF AMENDMENT TO THE CERTIFICATE OF INCORPORATION REGARDING OFFICER EXCULPATION Director Elections |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| CENTENE CORPORATION | May 12, 2026 | STOCKHOLDER PROPOSAL REGARDING AN INDEPENDENT BOARD CHAIRMAN. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 3 funds |
| CENTRUS ENERGY CORP. | June 18, 2026 | To approve an amendment to the Company's certificate of incorporation to permit the exculpation of officers to be included in the Second Amended and Restated Certificate of Incorporation. Director Elections |
Other | For | FOR 4 funds |
AGAINST 2 funds |
| CHUBB LIMITED | May 21, 2026 | If a new agenda item or a new proposal for an existing agenda item is put before the meeting, I/we hereby authorize and instruct the independent proxy to vote as follows: For = In accordance with the position of the Board of Directors Against = Against new items and proposals Abstain = Abstain on new items and proposals Corporate Governance |
Other | For | AGAINST 12 funds |
FOR 18 funds |
| CITIZENS FINANCIAL GROUP, INC. | April 23, 2026 | Shareholder proposal for the adoption of a majority voting standard. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
FOR 6 funds |
| CLEARWATER PAPER CORPORATION | May 7, 2026 | Approve the amendment to the Amended and Restated Bylaws of Clearwater Paper Corporation to add a forum selection provision. Shareholder Rights and Defenses |
Other | For | AGAINST 7 funds |
FOR 1 fund |
| CLEARWATER PAPER CORPORATION | May 7, 2026 | Approve the amendment to the Restated Certificate of Incorporation of Clearwater Paper Corporation to limit the liability of certain officers. Director Elections |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| CLOUDFLARE, INC. | June 30, 2026 | Approval and adoption of amendments to require the approval of a majority of the independent directors then in office for any acquisition in which we would issue shares of Class C common stock as consideration for such acquisition with a fair market value in excess of $100,000,000. Corporate Governance |
Other | For | AGAINST 8 funds |
FOR 10 funds |
| CLOUDFLARE, INC. | June 30, 2026 | Approval of one or more adjournments of the meeting, if necessary, to solicit additional proxies in favor of the proposals presented at the meeting. Corporate Governance |
Other | For | AGAINST 8 funds |
FOR 10 funds |
| COEUR MINING, INC. | May 12, 2026 | Approval of an amendment to the Company's Certificate of Incorporation to limit the liability of certain officers as permitted by law. Director Elections |
Other | For | FOR 11 funds |
AGAINST 5 funds |
| COLUMBIA SPORTSWEAR COMPANY | June 10, 2026 | Shareholder proposal regarding proxy access. Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
FOR 5 funds |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Transact any other business that may properly come before the 2026 Annual General Meeting or any adjournment or postponement thereof. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 4 funds |
| CROWDSTRIKE HOLDINGS, INC. | June 17, 2026 | To ratify, on an advisory basis, supermajority voting provisions in CrowdStrike's amended and restated certificate of incorporation and amended and restated bylaws. Shareholder Rights and Defenses |
Other | For | AGAINST 13 funds |
FOR 13 funds |
| DATADOG, INC. | June 15, 2026 | The stockholder proposal, if properly presented at the Annual Meeting, requesting the adoption of a simple majority voting provision. Shareholder Rights and Defenses |
Other | Against | FOR 14 funds |
AGAINST 9 funds |
| DOLLAR GENERAL CORPORATION | May 28, 2026 | To vote on a shareholder proposal asking the Board to amend the director resignation policy to require directors who do not receive a majority vote in uncontested elections to leave the Board within nine months. Corporate Governance |
Other | Against | FOR 13 funds |
AGAINST 7 funds |
| DOMINO'S PIZZA, INC. | April 21, 2026 | Shareholder proposal regarding departure of directors who fail to obtain a majority vote. Director Elections |
Other | Against | FOR 14 funds |
AGAINST 5 funds |
| DOUGLAS DYNAMICS, INC. | April 29, 2026 | Approval of the Amendment to the Company's Fourth Amended and Restated Certificate of Incorporation to provide for exculpation from personal liability for certain officers as permitted by Delaware law. Director Elections |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| DROPBOX, INC. | May 21, 2026 | To approve an amendment and restatement of our articles of incorporation to waive jury trials for internal actions, together with contextual and other ministerial changes. Corporate Governance |
Other | For | AGAINST 12 funds |
FOR 4 funds |
| DT MIDSTREAM, INC. | May 5, 2026 | Stockholder Proposal on Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
FOR 9 funds |
| DYNE THERAPEUTICS, INC. | June 5, 2026 | To approve an amendment to our Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 4 funds |
AGAINST 5 funds |
| ENCORE CAPITAL GROUP, INC. | June 12, 2026 | Approval and adoption of an amendment to our Amended and Restated Certificate of Incorporation to provide for exculpation of officers. Director Elections |
Other | For | FOR 7 funds |
AGAINST 3 funds |
| ETSY, INC. | June 9, 2026 | Advisory vote on a stockholder proposal to govern by majority vote. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
FOR 3 funds |
| FORD MOTOR COMPANY | May 14, 2026 | A shareholder proposal relating to public disclosure by share class of voting results on matters subject to a shareholder vote. Shareholder Rights and Defenses |
Other | Against | FOR 14 funds |
AGAINST 7 funds |
| FORMFACTOR, INC. | May 15, 2026 | Amendment to FormFactor's Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation. Director Elections |
Other | For | FOR 8 funds |
AGAINST 5 funds |
| GARMIN LTD | June 5, 2026 | If new or modified agenda items (other than those in the invitation to the meeting and the proxy statement) or new or modified proposals or motions with respect to those agenda items set forth in the invitation to the meeting and the proxy statement are put forth before the Annual General Meeting, you instruct the independent voting rights representative to vote your shares as follows: Corporate Governance |
Other | For | AGAINST 12 funds |
FOR 11 funds |
| HUNTSMAN CORPORATION | April 29, 2026 | Stockholder proposal requesting an independent board chair policy. Corporate Governance |
Other | Against | AGAINST 9 funds |
FOR 3 funds |
| ILLINOIS TOOL WORKS INC. | May 8, 2026 | A non-binding stockholder proposal, if properly presented at the meeting, for Directors who fail to obtain a majority vote. Corporate Governance |
Other | Against | FOR 14 funds |
AGAINST 4 funds |
| INHIBIKASE THERAPEUTICS, INC. | June 26, 2026 | to approve an amendment to the Company's certificate of incorporation to limit the liability of certain officers of the Company as permitted by Delaware law. Director Elections |
Other | For | FOR 1 fund |
AGAINST 1 fund |
| INTERDIGITAL, INC. | June 10, 2026 | Approval of bylaws amendment to allow for officer exculpation as permitted by Pennsylvania law. Director Elections |
Other | For | FOR 10 funds |
AGAINST 4 funds |
| JPMORGAN CHASE & CO. | May 19, 2026 | Independent board chairman Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 2 funds |
| KKR & CO. INC. | May 21, 2026 | An amendment to the Existing Charter to establish stockholders' meetings as the sole mechanism for approval of matters on which holders of common stock are required or permitted to vote. Shareholder Rights and Defenses |
Other | For | AGAINST 14 funds |
FOR 4 funds |
| KRATOS DEFENSE & SEC SOLUTIONS, INC. | May 12, 2026 | To approve an amendment to the Company's Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 11 funds |
AGAINST 6 funds |
| LINCOLN NATIONAL CORPORATION | May 28, 2026 | Shareholder proposal to amend our governing documents to provide for an independent chairman of the board. Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 2 funds |
| LPL FINANCIAL HOLDINGS INC. | May 14, 2026 | Adopt amendments to the Charter to provide for officer exculpation. Director Elections |
Other | For | FOR 11 funds |
AGAINST 12 funds |
| LYFT, INC. | June 3, 2026 | To approve the amendment to our Restated Certificate of Incorporation to reflect Delaware law provisions regarding officer exculpation Director Elections |
Other | For | FOR 9 funds |
AGAINST 2 funds |
| MAREX GROUP PLC | May 21, 2026 | Special resolution - To approve the amendment of the Marex Articles. Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 2 funds |
| MARKEL GROUP INC. | May 20, 2026 | Shareholder proposal for a report on the Company's strategies and action plans to mitigate material environmental risks. Environment or Climate |
Other | Against | AGAINST 12 funds |
FOR 2 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding disclosure of voting results by share class. Shareholder Rights and Defenses |
Other | Against | FOR 15 funds |
AGAINST 41 funds |
| MILLICOM INTERNATIONAL CELLULAR S.A. | May 20, 2026 | To re-elect Maxime Lombardini as Chair of the Board for a term ending at the 2027 AGM.* Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 14 funds |
| MKS INC. | May 11, 2026 | The approval, on an advisory basis, of a Company proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 25%. Corporate Governance |
Other | For | ABSTAIN 11 funds |
FOR 8 funds |
| OMNICELL, INC. | May 19, 2026 | Proposal to approve an amendment to the Company's Amended and Restated Certificate of Incorporation to provide exculpation from personal liability for certain officers as permitted by Delaware law and make certain other minor, non-substantive updates. Director Elections |
Other | For | FOR 7 funds |
AGAINST 5 funds |
| ORION GROUP HOLDINGS, INC. | May 19, 2026 | The approval of a proposed amendment to the Company's Amended and Restated Certificate of Incorporation to limit the liability of officers as permitted by law. Director Elections |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| OSHKOSH CORPORATION | May 5, 2026 | To vote on a shareholder proposal on the subject of directors who fail to obtain a majority vote. Corporate Governance |
Other | Against | FOR 11 funds |
AGAINST 3 funds |
| PAPA JOHN'S INTERNATIONAL, INC. | April 30, 2026 | Stockholder proposal regarding special meeting ownership threshold, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
FOR 2 funds |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Independent Board Chair. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 28 funds |
| PFIZER INC. | April 23, 2026 | Adopt an Independent Chair Policy Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 6 funds |
| POPULAR, INC. | May 8, 2026 | To approve an amendment to Popular's Restated Certificate of Incorporation to provide for director and officer exculpation to the extent permitted by Puerto Rico law. Director Elections |
Other | For | FOR 9 funds |
AGAINST 4 funds |
| RELIANCE, INC. | May 20, 2026 | To consider a stockholder proposal requiring any director who fails to receive a majority vote to leave the board of directors within nine months. Corporate Governance |
Other | Against | FOR 12 funds |
AGAINST 8 funds |
| RYERSON HOLDING CORPORATION | April 30, 2026 | An amendment to our restated certificate of incorporation to provide for officer exculpation as permitted by Delaware Law. Director Elections |
Other | For | FOR 7 funds |
AGAINST 2 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve an amendment to the Articles of Incorporation and Bylaws to permit the Board to increase the number of directors and fill newly created vacancies on the Board. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 5 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve an amendment to the Articles of Incorporation and Bylaws to reduce the minimum required number of directors. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 5 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve an amendment to the Articles of Incorporation to limit the liability of officers as permitted by law. Director Elections |
Other | For | FOR 12 funds |
AGAINST 5 funds |
| SHARKNINJA, INC. | June 18, 2026 | To approve an Amendment and Restatement of the Company's Amended and Restated Memorandum and Articles of Association. Shareholder Rights and Defenses |
Other | For | FOR 12 funds |
AGAINST 1 fund |
| SHIFT4 PAYMENTS, INC. | June 12, 2026 | To approve the Company's Second Amended and Restated Certificate of Incorporation, (i) eliminating the authorization of and references to the Company's Class B common stock, par value of $0.0001 per share and the Company's Class C common stock, par value of $0.0001 per share (and make related technical, non-substantive and conforming changes) and (ii) to provide for exculpation of officers from breaches of fiduciary duty to the extent permitted by the General Corporation Law of the State of Delaware. Corporate Governance |
Other | For | FOR 10 funds |
AGAINST 2 funds |
| SOUTH PLAINS FINANCIAL, INC. | May 11, 2026 | To transact such other business as may properly come before the annual meeting or any adjournment(s) or postponement(s) thereof. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 2 funds |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting policy requiring the Board Chair to be an independent director. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 5 funds |
| TECNOGLASS INC. | June 16, 2026 | Approval of Articles of Incorporation and Bylaws to be effective from the effective date of the Continuation. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 1 fund |
| TEXAS CAPITAL BANCSHARES, INC. | April 21, 2026 | To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies if there are insufficient votes to adopt any of Proposals 2-5; Corporate Governance |
Other | For | AGAINST 8 funds |
FOR 4 funds |
| THE HOME DEPOT, INC. | May 21, 2026 | Approve the adoption of an amendment to the Certificate of Incorporation to add officer exculpation Director Elections |
Other | For | FOR 16 funds |
AGAINST 8 funds |
| THE HOME DEPOT, INC. | May 21, 2026 | Approve the implementation of miscellaneous amendments to the Certificate of Incorporation Corporate Governance |
Other | For | FOR 16 funds |
AGAINST 8 funds |
| THE SOUTHERN COMPANY | May 13, 2026 | Approve an amendment to the Restated Certificate of Incorporation to provide for officer exculpation Director Elections |
Other | For | FOR 12 funds |
AGAINST 30 funds |
| TRANSOCEAN, LTD. | May 22, 2026 | If any modifications to agenda items or proposals identified in the notice of meeting or other matters on which voting is permissible under Swiss law are properly presented at the 2026 Annual General Meeting for consideration, you instruct the independent proxy, in the absence of other specific instructions, to vote in accordance with the recommendations of the Board of Directors. Corporate Governance |
Other | For | AGAINST 7 funds |
FOR 4 funds |
| ULTA BEAUTY, INC. | June 9, 2026 | To approve an amendment to our Certificate of Incorporation, as amended, to add specified forum selection provisions. Shareholder Rights and Defenses |
Other | For | AGAINST 14 funds |
FOR 9 funds |
| ULTA BEAUTY, INC. | June 9, 2026 | To approve an amendment to our Certificate of Incorporation, as amended, to limit officer liability as permitted by Delaware law. Director Elections |
Other | For | FOR 14 funds |
AGAINST 9 funds |
| UNIQURE N.V. | June 10, 2026 | Resolution to adopt the amendment to the Articles of Association to include a federal forum selection provision. Shareholder Rights and Defenses |
Other | For | AGAINST 3 funds |
FOR 8 funds |
| UNITED RENTALS, INC. | May 8, 2026 | Stockholder Proposal on Directors Who Fail to Obtain a Majority Vote Corporate Governance |
Other | Against | FOR 13 funds |
AGAINST 15 funds |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Stockholder proposal to report votes based on UHS shareholder money at risk, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | FOR 14 funds |
AGAINST 5 funds |
| VIPER ENERGY, INC. | May 19, 2026 | The approval of an amendment to the Company's certificate of incorporation to provide that stockholders holding at least 20% of the voting power, determined on a net long basis, continuously for at least one year, may call special meetings of stockholders, and other immaterial changes. Shareholder Rights and Defenses |
Other | For | AGAINST 7 funds |
FOR 5 funds |
| VOYAGER TECHNOLOGIES, INC. | May 29, 2026 | To approve an adjournment of the Annual Meeting, if necessary, to solicit addition proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal 3. Extraordinary Transactions |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| WALMART INC. | June 4, 2026 | Approval of an Amendment to our Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law Director Elections |
Other | For | FOR 16 funds |
AGAINST 31 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve any motion to adjourn the AGM, or any adjournments thereof, to another time and place if necessary or appropriate to solicit additional proxies if there are insufficient votes at the time of the AGM to approve the resolutions proposed at the AGM. Corporate Governance |
Other | For | AGAINST 8 funds |
FOR 5 funds |
| WEC ENERGY GROUP, INC. | May 7, 2026 | Stockholder proposal to govern by majority vote Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
FOR 11 funds |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Govern by Majority Vote. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
FOR 26 funds |
| WORKDAY, INC. | June 16, 2026 | To consider and vote upon a stockholder proposal regarding disclosure of voting results based on share class. Shareholder Rights and Defenses |
Other | Against | FOR 14 funds |
AGAINST 5 funds |
| 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 |
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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.