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Equitable vs Franklin Templeton: how alike they voted, 2025-2026

96.6% When both took a single position, they voted the same way on 96.6% of 37,263 items (35,984 the same, 1,279 different). 4,665 items where at least one of them split its funds are listed separately below. Both voted on 41,928 items in all.

Equitable 2025-2026 · Franklin Templeton 2025-2026 · 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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 41,92835,9841,279 4,66596.6%92.6%
Board proposals 33,72628,4551,138 4,13396.2%91.8%
E&S shareholder proposals 167800 87100.0%87.3%
Other items 8,0357,449141 44598.1%96.0%

Where they did not vote alike

Everything Voted differently Split votes

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

445 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.

CompanyMeetingProposalOn the ballot from Board recommendedEquitableFranklin Templeton
Telefonica Brasil SA January 9, 2026 Consolidate Bylaws
Corporate Governance
Other For Split
1 FOR, 1 ABSTAIN
FOR
2 funds
Tohoku Electric Power Co., Inc. June 25, 2026 Amend Articles to Abolish Advisory Posts
Corporate Governance
Other Against Split
1 FOR, 1 AGAINST
FOR
2 funds
Tokyo Electric Power Co. Holdings, Inc. June 25, 2026 Amend Articles to Require Individual Compensation Disclosure for Directors and Executive Officers
Compensation
Other Against Split
1 FOR, 1 AGAINST
FOR
2 funds
Toyo Suisan Kaisha, Ltd. June 25, 2026 Approve Restricted Stock Plan
Compensation
Other Against Split
1 FOR, 2 AGAINST
FOR
2 funds
Toyo Suisan Kaisha, Ltd. June 25, 2026 Initiate Share Repurchase Program
Capital Structure
Other Against Split
1 FOR, 2 AGAINST
AGAINST
2 funds
UBS GROUP AG April 15, 2026 Transact Other Business (Voting)
Corporate Governance
Other None Split
4 AGAINST, 3 ABSTAIN
AGAINST
6 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
20 funds
Split
4 FOR, 1 AGAINST
UNIFIRST CORPORATION June 11, 2026 To adjourn the special meeting of UniFirst shareholders to a later date or dates, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes at the time of the UniFirst special meeting to approve the UniFirst merger proposal or to ensure any supplement or amendment to the joint proxy statement/prospectus is timely provided to holders of UniFirst common stock (the ''UniFirst adjournment proposal'').
Corporate Governance
Other For Split
4 FOR, 2 ABSTAIN
FOR
1 fund
UNILEVER PLC May 13, 2026 Authorise the Company to Call General Meeting with Two Weeks' Notice
Shareholder Rights and Defenses
Other For FOR
11 funds
Split
7 FOR, 1 AGAINST
UNITED AIRLINES HOLDINGS, INC. May 19, 2026 Advisory vote on stockholder proposal entitled "Shareholder Right to Act by Written Consent".
Shareholder Rights and Defenses
Other Against Split
7 FOR, 9 AGAINST
FOR
3 funds
UNITED PARCEL SERVICE, INC. May 7, 2026 To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share.
Shareholder Rights and Defenses
Other Against Split
11 FOR, 5 AGAINST
FOR
6 funds
UNITED RENTALS, INC. May 8, 2026 Stockholder Proposal on Directors Who Fail to Obtain a Majority Vote
Corporate Governance
Other Against Split
1 FOR, 19 AGAINST
Split
1 FOR, 3 AGAINST
UNITEDHEALTH GROUP INCORPORATED June 1, 2026 If properly presented at the 2026 Annual Meeting of Shareholders, the shareholder proposal requesting the adoption of a policy to require any Board Chair to be independent.
Corporate Governance
Other Against Split
1 FOR, 21 AGAINST
AGAINST
6 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 Split
9 FOR, 7 AGAINST
FOR
4 funds
VALE SA April 30, 2026 Elect Adriana de Andrade Sole as Fiscal Council Member and Pedro Zannoni as Alternate
Corporate Governance
Other None FOR
2 funds
Split
3 FOR, 1 ABSTAIN
VALE SA April 30, 2026 Elect Marcio de Souza as Fiscal Council Member and Alessandra Eloy Gadelha as Alternate
Corporate Governance
Other None FOR
2 funds
Split
3 FOR, 1 ABSTAIN
VALE SA April 30, 2026 Elect Raphael Manhaes Martins as Fiscal Council Member and Jandaraci Ferreira de Araujo as Alternate
Corporate Governance
Other None FOR
2 funds
Split
3 FOR, 1 ABSTAIN
VAT GROUP AG April 28, 2026 Transact Other Business (Voting)
Corporate Governance
Other Not determined Split
3 AGAINST, 3 ABSTAIN
AGAINST
3 funds
VERISIGN, INC. May 21, 2026 Stockholder Proposal Regarding an Independent Chair Policy, if Properly Presented at the Meeting
Corporate Governance
Other Against Split
2 FOR, 18 AGAINST
AGAINST
4 funds
VERISK ANALYTICS, INC. May 19, 2026 Shareholder Proposal - Shareholder Right to Act by Written Consent.
Shareholder Rights and Defenses
Other Against Split
10 FOR, 10 AGAINST
FOR
5 funds
VERIZON COMMUNICATIONS May 21, 2026 Independent board chair
Corporate Governance
Other Against Split
1 FOR, 18 AGAINST
AGAINST
8 funds
VERTEX PHARMACEUTICALS INCORPORATED May 13, 2026 Shareholder Proposal, if properly presented at the meeting, regarding shareholder right to act by written consent.
Shareholder Rights and Defenses
Other Against Split
8 FOR, 10 AGAINST
FOR
3 funds
VIBRA ENERGIA SA April 15, 2026 Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law?
Shareholder Rights and Defenses
Other None Split
1 AGAINST, 1 ABSTAIN
ABSTAIN
3 funds
VISA INC. January 27, 2026 Shareholder proposal on shareholder right to act by written consent.
Shareholder Rights and Defenses
Other Against Split
2 FOR, 23 AGAINST
Split
3 FOR, 4 AGAINST
VISA INC. January 27, 2026 Shareholder proposal requesting the Board of Directors to adopt a policy for an independent chair.
Corporate Governance
Other Against Split
2 FOR, 24 AGAINST
Split
1 FOR, 7 AGAINST
VISA INC. January 27, 2026 To approve amendments to our Eighth Restated Certificate of Incorporation to limit officer liability as permitted by Delaware law.
Director Elections
Other For Split
23 FOR, 3 AGAINST
Split
3 FOR, 4 AGAINST
Volvo AB April 8, 2026 Approve Publication of a Report on Company's Climate Policy Commitments and Alignment with the Paris Agreement
Environment or Climate
Other Against Split
1 FOR, 7 AGAINST
AGAINST
2 funds
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 Split
20 FOR, 3 AGAINST
Split
4 FOR, 5 AGAINST
WALMART INC. June 4, 2026 Request for Cumulative Voting for Board Elections
Shareholder Rights and Defenses
Other Against Split
1 FOR, 22 AGAINST
Split
4 FOR, 5 AGAINST
WEC ENERGY GROUP, INC. May 7, 2026 Stockholder proposal to govern by majority vote
Shareholder Rights and Defenses
Other Against Split
10 FOR, 8 AGAINST
Split
4 FOR, 1 AGAINST
WELLS FARGO & COMPANY April 28, 2026 Shareholder Proposal - Govern by Majority Vote.
Shareholder Rights and Defenses
Other Against Split
12 FOR, 6 AGAINST
Split
5 FOR, 1 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
20 funds
Split
5 FOR, 1 AGAINST
WEST PHARMACEUTICAL SERVICES, INC. May 4, 2026 Shareholder proposal regarding an independent Board Chair policy.
Corporate Governance
Other Against Split
8 FOR, 10 AGAINST
FOR
2 funds
WK KELLOGG CO September 19, 2025 The Adjournment Proposal - To approve one or more adjournments of the special meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the special meeting to approve the Merger Proposal.
Corporate Governance
Other For Split
6 FOR, 2 ABSTAIN
FOR
1 fund
WOODWARD, INC. January 28, 2026 Approve an amendment to the Certificate of Incorporation to eliminate cumulative voting rights in the election of directors.
Shareholder Rights and Defenses
Other For Split
8 FOR, 1 AGAINST
FOR
1 fund
WOOLWORTHS GROUP LTD October 30, 2025 Approve Farmed Seafood Reporting
Environment or Climate
Other Against Split
5 FOR, 4 AGAINST
FOR
2 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 Split
10 FOR, 9 AGAINST
FOR
1 fund
WYNDHAM HOTELS & RESORTS, INC. May 14, 2026 To vote on a stockholder proposal, if properly presented at the meeting, regarding stockholder ability to act by written consent.
Shareholder Rights and Defenses
Other Against Split
11 FOR, 2 AGAINST
FOR
1 fund
Waters Corporation January 27, 2026 To approve the adjournment of the Special Meeting, if necessary, (a) to solicit additional proxies in the event there are not sufficient votes at the time of the Special Meeting to approve the Share Issuance Proposal, (b) if there are insufficient shares of Waters Common Stock represented (either in person via the Internet or by proxy) to constitute a quorum necessary to conduct business at the Special Meeting, or (c) to allow reasonable time for the filing or mailing of any supplemental or amended disclosures that the Company has determined, based on the advice of outside legal counsel, are reasonably likely to be required under applicable law and for such supplemental or amended disclosures to be disseminated and reviewed by the Company's stockholders.
Corporate Governance
Other For Split
22 FOR, 1 AGAINST
FOR
3 funds
YUM! BRANDS, INC. May 14, 2026 Shareholder Proposal to Reduce the Percentage of Shares Required to Call a Special Meeting.
Shareholder Rights and Defenses
Other Against Split
12 FOR, 9 AGAINST
FOR
4 funds
Yakult Honsha Co., Ltd. June 24, 2026 Approve Restricted Stock Plan
Compensation
Other Against Split
1 FOR, 1 AGAINST
FOR
2 funds
ZIMMER BIOMET HOLDINGS, INC. May 22, 2026 Shareholder Proposal on Independent Board Chairman.
Corporate Governance
Other Against AGAINST
18 funds
Split
1 FOR, 2 AGAINST
ZOETIS INC. May 20, 2026 Shareholder proposal to permit shareholder action by written consent.
Shareholder Rights and Defenses
Other Against Split
9 FOR, 12 AGAINST
FOR
3 funds
ZURICH INSURANCE GROUP AG April 8, 2026 Transact Other Business (Voting)
Corporate Governance
Other Not determined Split
4 AGAINST, 3 ABSTAIN
AGAINST
4 funds
bioMerieux SA May 28, 2026 Appoint Jean-Luc Belingard as Censor
Corporate Governance
Other For Split
4 FOR, 4 AGAINST
AGAINST
2 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.