Home › Asset managers › Compare 2025-2026 › Equitable vs Brighthouse
Note on Brighthouse: its funds did not all vote the same way on 12.0% of the 120,288 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
Equitable 2025-2026 · Brighthouse 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 53,208 | 35,603 | 1,906 | 15,699 | 94.9% | 84.4% |
| Board proposals | 46,481 | 30,253 | 1,771 | 14,457 | 94.5% | 83.7% |
| E&S shareholder proposals | 197 | 5 | 2 | 190 | 71.4% | 41.9% |
| Other items | 6,530 | 5,345 | 133 | 1,052 | 97.6% | 90.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
192 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 | Brighthouse |
|---|---|---|---|---|---|---|
| MICROSOFT CORPORATION | December 5, 2025 | European Security Program Censorship Risk Audit Corporate Governance |
Shareholder (E&S) | Against | AGAINST 32 funds |
Split 11 AGAINST, 11 ABSTAIN |
| MICROSOFT CORPORATION | December 5, 2025 | Report on AI Data Usage Oversight Corporate Governance |
Shareholder (E&S) | Against | AGAINST 3 funds |
Split 9 AGAINST, 8 ABSTAIN |
| MICROSOFT CORPORATION | December 5, 2025 | Report on AI and Machine Learning Tools for Oil and Gas Development and Production Corporate Governance |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 6 AGAINST, 8 ABSTAIN |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 24 AGAINST |
Split 1 FOR, 10 AGAINST, 11 ABSTAIN |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Human Rights Due Diligence Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 17 AGAINST, 8 ABSTAIN |
Split 1 FOR, 10 AGAINST, 11 ABSTAIN |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Risks of Censorship in Generative Artificial Intelligence Corporate Governance |
Shareholder (E&S) | Against | AGAINST 32 funds |
Split 14 AGAINST, 11 ABSTAIN |
| MONDELEZ INTERNATIONAL, INC. | May 20, 2026 | Shareholder proposal requesting a report on objective evaluation of plastics packaging policies Corporate Governance |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 4 AGAINST, 5 ABSTAIN |
| Microsoft Corporation | December 5, 2025 | Human Rights Risk Assessment Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 1 FOR, 2 AGAINST |
| Microsoft Corporation | December 5, 2025 | Report on Al Data Usage Oversight Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 30 AGAINST |
Split 5 AGAINST, 3 ABSTAIN |
| Microsoft Corporation | December 5, 2025 | Report on Al and Machine Learning Tools for Oil and Gas Development and Production Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 30 AGAINST |
Split 5 AGAINST, 3 ABSTAIN |
| Microsoft Corporation | December 5, 2025 | Report on Risks of Operating in Countries with Significant Human Rights Concerns Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 1 FOR, 2 AGAINST |
| NETFLIX, INC. | June 4, 2026 | Stockholder proposal entitled, "ESG ROI Report," if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 8 AGAINST, 2 ABSTAIN |
| NETFLIX, INC. | June 4, 2026 | Stockholder proposal entitled, "Report on Politicized Brand Misalignment," if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 8 AGAINST, 2 ABSTAIN |
| NEXTERA ENERGY, INC. | May 21, 2026 | A proposal entitled "Paris Agreement Alignment" requesting NextEra Energy publish a report describing if and how the Company plans to reduce its total contribution to climate change and align its operations and investments with the Paris Agreement's goal of maintaining global temperatures well below 2 degrees Celsius, and ideally, 1.5 degrees Celsius. Environment or Climate |
Shareholder (E&S) | Against | Split 10 FOR, 10 AGAINST |
Split 2 FOR, 2 AGAINST, 1 ABSTAIN |
| NEXTERA ENERGY, INC. | May 21, 2026 | A proposal entitled "Report on Net Zero Business Performance Risks" requesting the Board of Directors of NextEra Energy prepare a report within the next year, evaluating the potential costs and benefits to NextEra Energy created by aggressive emission reduction policies. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 4 AGAINST, 1 ABSTAIN |
| 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 | Split 29 AGAINST, 1 ABSTAIN |
Split 10 AGAINST, 11 ABSTAIN |
| 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 30 funds |
Split 10 AGAINST, 11 ABSTAIN |
| 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 | Split 1 FOR, 29 AGAINST |
Split 2 FOR, 8 AGAINST, 11 ABSTAIN |
| NVR, INC. | May 7, 2026 | Shareholder proposal to disclose greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 13 FOR, 4 AGAINST |
Split 2 FOR, 6 ABSTAIN |
| O'REILLY AUTOMOTIVE, INC. | May 14, 2026 | Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending." Other Social Issues |
Shareholder (E&S) | Against | Split 11 FOR, 8 AGAINST, 1 ABSTAIN |
Split 2 FOR, 4 AGAINST, 2 ABSTAIN |
| OTIS WORLDWIDE CORPORATION | May 27, 2026 | Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues |
Shareholder (E&S) | Against | Split 8 FOR, 8 AGAINST |
Split 3 FOR, 1 AGAINST, 5 ABSTAIN |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Stockholder proposal entitled "Human Rights Impact Assessment," if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 3 AGAINST, 1 ABSTAIN |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Stockholder proposal entitled "Independent Report on Due Diligence Process," if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 3 AGAINST, 1 ABSTAIN |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Stockholder proposal entitled "Political Spending Disclosure," if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 11 FOR, 8 AGAINST |
Split 3 FOR, 1 ABSTAIN |
| PAYPAL HOLDINGS, INC. | May 19, 2026 | Stockholder Proposal - Policy on Provision of Services in Conflict Zones. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 2 AGAINST, 2 ABSTAIN |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Report Evaluating the Treatment of Animals within Supply Chain. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
Split 8 AGAINST, 6 ABSTAIN |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Report on Human Rights Oversight. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 9 FOR, 11 AGAINST |
Split 1 FOR, 7 AGAINST, 6 ABSTAIN |
| PHILIP MORRIS INTERNATIONAL INC. | May 6, 2026 | Shareholder Proposal to issue a report on filter cleanup costs and extended producer responsibility laws for filters Environment or Climate |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 1 FOR, 8 AGAINST, 10 ABSTAIN |
| PILGRIM'S PRIDE CORPORATION | April 29, 2026 | A stockholder proposal to provide a political spending disclosure. Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 2 AGAINST |
Split 1 FOR, 3 ABSTAIN |
| PILGRIM'S PRIDE CORPORATION | April 29, 2026 | A stockholder proposal to provide a report regarding internal diversity and inclusion policies and practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 AGAINST, 3 ABSTAIN |
| Palantir Technologies Inc. | June 3, 2026 | Stockholder proposal entitled "Human Rights Impact Assessment", if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 1 fund |
Split 3 FOR, 1 AGAINST |
| Palantir Technologies Inc. | June 3, 2026 | Stockholder proposal entitled "Independent Report on Due Diligence Process", if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 1 fund |
Split 3 FOR, 1 AGAINST |
| Palantir Technologies Inc. | June 3, 2026 | Stockholder proposal entitled "Political Spending Disclosure", if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | FOR 1 fund |
Split 3 FOR, 1 AGAINST |
| QUALCOMM INCORPORATED | March 17, 2026 | Stockholder proposal entitled "Report on Risk of China Exposure." Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 22 AGAINST, 2 ABSTAIN |
Split 5 AGAINST, 3 ABSTAIN |
| S&P GLOBAL INC. | May 20, 2026 | Vote on a shareholder proposal to issue a report on the Company's charitable support; Corporate Governance |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 5 AGAINST, 4 ABSTAIN |
| SHOPIFY INC. | June 16, 2026 | Shareholder Proposal Vote on the shareholder proposal, as disclosed in the Management Information Circular for the Meeting. Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 2 AGAINST |
Split 1 FOR, 6 AGAINST |
| SKYWEST, INC. | May 5, 2026 | A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 3 AGAINST |
Split 1 FOR, 1 AGAINST, 4 ABSTAIN |
| SKYWORKS SOLUTIONS, INC. | May 13, 2026 | To approve a stockholder proposal regarding greenhouse gas emission reduction efforts report. Environment or Climate |
Shareholder (E&S) | Against | Split 8 FOR, 10 AGAINST |
Split 2 AGAINST, 4 ABSTAIN |
| SONOCO PRODUCTS COMPANY | April 15, 2026 | Advisory (non-binding) shareholder proposal - avoid brand damage from political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 3 AGAINST, 1 ABSTAIN |
Split 1 FOR, 2 ABSTAIN |
| STARBUCKS CORPORATION | March 25, 2026 | Shareholder proposal requesting a report on median compensation and benefits gaps as they address reproductive and gender dysphoria care Corporate Governance |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 5 AGAINST, 3 ABSTAIN |
| STARBUCKS CORPORATION | March 25, 2026 | Shareholder proposal requesting a report on the Company's apparent exclusion of detransitioning in its healthcare coverage Corporate Governance |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 5 AGAINST, 3 ABSTAIN |
| STARBUCKS CORPORATION | March 25, 2026 | Shareholder proposal requesting a report on the Company's use of diagnostic tools created by politicized corporate partners Corporate Governance |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 5 AGAINST, 3 ABSTAIN |
| STARBUCKS CORPORATION | March 25, 2026 | Shareholder proposal requesting a report on the risks of the Company excluding religious charities from its employee-gift match program Corporate Governance |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 5 AGAINST, 3 ABSTAIN |
| STEEL DYNAMICS, INC. | May 6, 2026 | SHAREHOLDER PROPOSAL - AVOID POLITICAL SPENDING BRAND DAMAGE Other Social Issues |
Shareholder (E&S) | Against | Split 10 FOR, 10 AGAINST |
Split 4 FOR, 6 ABSTAIN |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting a report on presence of pesticides in Target's private label brands. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 1 FOR, 2 AGAINST, 7 ABSTAIN |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting a report on reducing plastic microfiber shedding. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 17 AGAINST |
Split 1 FOR, 2 AGAINST, 7 ABSTAIN |
| TESLA, INC. | November 6, 2025 | A shareholder proposal requesting a child labor audit. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
Split 8 AGAINST, 8 ABSTAIN |
| THE ALLSTATE CORPORATION | May 22, 2026 | Shareholder proposal requesting a report on use of ESG and DEI metrics in executive compensation. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 4 AGAINST, 8 ABSTAIN |
| THE BRINK'S COMPANY | April 28, 2026 | Act upon a shareholder proposal requesting a report on employee retention rates by demographic categories. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 3 AGAINST, 4 ABSTAIN |
| THE CAMPBELL'S COMPANY | November 18, 2025 | To vote on a shareholder proposal regarding a report on the effectiveness of the Company's regenerative agriculture program including pesticide reduction outcomes. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 2 AGAINST, 4 ABSTAIN |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report evaluating the Company's plastics packaging policies Corporate Governance |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 7 AGAINST, 9 ABSTAIN |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on risks related to ingredients Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 24 AGAINST |
Split 1 FOR, 6 AGAINST, 9 ABSTAIN |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on the extent of the Company's diversity, equity and inclusion efforts Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 23 AGAINST |
Split 7 AGAINST, 9 ABSTAIN |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Disclosure of Energy Supply Ratio Environment or Climate |
Shareholder (E&S) | Against | Split 9 FOR, 10 AGAINST |
Split 3 FOR, 5 AGAINST, 8 ABSTAIN |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Lobbying Disclosure Other Social Issues |
Shareholder (E&S) | Against | Split 11 FOR, 8 AGAINST |
Split 8 FOR, 8 ABSTAIN |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 20 AGAINST |
Split 1 FOR, 5 AGAINST, 8 ABSTAIN |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Evaluation of Recycling-Related Plastics Targets Corporate Governance |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 6 AGAINST, 8 ABSTAIN |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Customer Data Privacy Risks Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 20 AGAINST |
Split 6 AGAINST, 8 ABSTAIN |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Discrimination in Charitable Support Corporate Governance |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 6 AGAINST, 8 ABSTAIN |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | Split 11 FOR, 9 AGAINST |
Split 1 FOR, 5 AGAINST, 8 ABSTAIN |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Sufficiency of Associates' Access to Healthcare Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 20 AGAINST |
Split 4 AGAINST, 3 ABSTAIN |
| THE KROGER CO. | June 25, 2026 | Report on GHG emissions reductions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 1 FOR, 2 AGAINST, 5 ABSTAIN |
| THE PROCTER & GAMBLE COMPANY | October 14, 2025 | Shareholder Proposal Requesting Additional Reporting on Plastic Packaging Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
Split 5 AGAINST, 7 ABSTAIN |
| THE SOUTHERN COMPANY | May 13, 2026 | Stockholder proposal regarding a report on climate due diligence Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 6 AGAINST, 4 ABSTAIN |
| THE SOUTHERN COMPANY | May 13, 2026 | Stockholder proposal regarding a report on data center costs Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 16 AGAINST |
Split 1 FOR, 5 AGAINST, 4 ABSTAIN |
| THE TRAVELERS COMPANIES, INC. | May 20, 2026 | Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 16 AGAINST |
Split 1 FOR, 6 AGAINST, 8 ABSTAIN |
| THE WALT DISNEY COMPANY | March 18, 2026 | Shareholder proposal, if properly presented at the meeting, requesting an independent review and report on accessibility and disability inclusion practices. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 1 FOR, 8 AGAINST, 5 ABSTAIN |
| THE WALT DISNEY COMPANY | March 18, 2026 | Shareholder proposal, if properly presented at the meeting, requesting a report on how the employee gift-matching program may impact risks related to religious discrimination against employees. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 8 AGAINST, 5 ABSTAIN |
| TRUIST FINANCIAL CORPORATION | April 28, 2026 | Shareholder proposal regarding a report on risks from misalignment between Company policies and customer base, if properly presented. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 3 AGAINST, 2 ABSTAIN |
| TYLER TECHNOLOGIES, INC. | May 5, 2026 | Shareholder Proposal Regarding Political Spending. Other Social Issues |
Shareholder (E&S) | Against | Split 21 AGAINST, 1 ABSTAIN |
Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
| TYSON FOODS, INC. | February 5, 2026 | Shareholder proposal regarding report on environmental and human health impacts from waste lagoons. Environment or Climate |
Shareholder (E&S) | Against | Split 8 FOR, 8 AGAINST |
Split 4 AGAINST, 6 ABSTAIN |
| TYSON FOODS, INC. | February 5, 2026 | Shareholder proposal regarding report on the anticipated impact of recent changes in US immigration practices on the Company's finances and operations. Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 16 AGAINST |
Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
| UNDER ARMOUR, INC. | September 3, 2025 | To vote on a stockholder proposal, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 8 AGAINST, 2 ABSTAIN |
Split 1 AGAINST, 2 ABSTAIN |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To require UPS to engage a third-party to audit and prepare an additional report on the impacts of UPS operations affecting BIPOC and low income communities. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 16 AGAINST |
Split 2 AGAINST, 3 ABSTAIN |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To require UPS to provide an additional report describing the alignment of its operations and investments with its carbon neutrality goals. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 16 AGAINST |
Split 1 FOR, 1 AGAINST, 3 ABSTAIN |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 7 FOR, 9 AGAINST |
Split 1 AGAINST, 6 ABSTAIN |
| VERIZON COMMUNICATIONS | May 21, 2026 | Board oversight of material issues related to climate change Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 17 AGAINST, 1 ABSTAIN |
Split 3 AGAINST, 6 ABSTAIN |
| VERIZON COMMUNICATIONS | May 21, 2026 | Risks of non-fiduciary executive compensation metrics Environment or Climate |
Shareholder (E&S) | Against | Split 18 AGAINST, 1 ABSTAIN |
Split 3 AGAINST, 6 ABSTAIN |
| VISA INC. | January 27, 2026 | Shareholder proposal on inclusion ROI audit. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 7 AGAINST, 7 ABSTAIN |
| VISA INC. | January 27, 2026 | Shareholder proposal on report on online sexual exploitation. Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 26 AGAINST |
Split 7 AGAINST, 7 ABSTAIN |
| WALMART INC. | June 4, 2026 | Report on Immigration Policy & Enforcement Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 22 AGAINST |
Split 1 FOR, 8 AGAINST, 9 ABSTAIN |
| WALMART INC. | June 4, 2026 | Report on Workforce Impact of AI and Automation Corporate Governance |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 1 FOR, 6 AGAINST, 7 ABSTAIN |
| WALMART INC. | June 4, 2026 | Report on Workplace Health and Safety Governance Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 22 AGAINST |
Split 2 FOR, 6 AGAINST, 10 ABSTAIN |
| WARNER BROS. DISCOVERY, INC. | June 9, 2026 | To vote on a stockholder proposal entitled "Sustainability ROI Report", if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 18 AGAINST, 2 ABSTAIN |
Split 4 AGAINST, 2 ABSTAIN |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Energy Supply Ratio. Environment or Climate |
Shareholder (E&S) | Against | Split 6 FOR, 12 AGAINST |
Split 4 FOR, 5 AGAINST, 8 ABSTAIN |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Report on High-Carbon Financing Litigation Risks. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 9 AGAINST, 8 ABSTAIN |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Report on Respecting Vendor Civil Liberties. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 9 AGAINST, 8 ABSTAIN |
| WOLVERINE WORLD WIDE, INC. | May 7, 2026 | Shareholder proposal regarding new climate change polices or practices. Environment or Climate |
Shareholder (E&S) | Against | Split 7 AGAINST, 1 ABSTAIN |
Split 1 AGAINST, 2 ABSTAIN |
| WORKDAY, INC. | June 16, 2026 | To consider and vote upon a stockholder proposal regarding disclosure of employee retention rates by demographic category. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 4 AGAINST, 5 ABSTAIN |
| Walmart Inc. | June 4, 2026 | Report on Workforce Impact of Al and Automation Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 20 AGAINST |
Split 2 AGAINST, 2 ABSTAIN |
| Wells Fargo & Company | April 28, 2026 | Shareholder Proposal - Board Committee on Indigenous Peoples Rights. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 1 FOR, 3 AGAINST, 5 ABSTAIN |
| Zions Bancorporation, N.A. | May 1, 2026 | To consider a shareholder proposal regarding "Report on Risks from Misalignment Between Company Policies and Customer Base." Other Social Issues |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 AGAINST, 2 ABSTAIN |
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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.