Home › Asset managers › Compare 2025-2026 › Equitable vs Franklin Templeton
Equitable 2025-2026 · Franklin Templeton 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 41,928 | 35,984 | 1,279 | 4,665 | 96.6% | 92.6% |
| Board proposals | 33,726 | 28,455 | 1,138 | 4,133 | 96.2% | 91.8% |
| E&S shareholder proposals | 167 | 80 | 0 | 87 | 100.0% | 87.3% |
| Other items | 8,035 | 7,449 | 141 | 445 | 98.1% | 96.0% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
586 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 | Franklin Templeton |
|---|---|---|---|---|---|---|
| StoneCo Ltd. | April 23, 2026 | Accept Financial Statements and Statutory Reports Corporate Governance |
Other | For | Split 3 FOR, 3 ABSTAIN |
FOR 1 fund |
| Suncor Energy Inc. | May 5, 2026 | SP 1: Report on Sustainability Corporate Governance |
Other | Against | Split 1 FOR, 1 AGAINST |
AGAINST 3 funds |
| Swiss Re AG | April 10, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 4 AGAINST, 3 ABSTAIN |
AGAINST 4 funds |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting policy requiring the Board Chair to be an independent director. Corporate Governance |
Other | Against | Split 1 FOR, 17 AGAINST |
Split 4 FOR, 3 AGAINST |
| TBS Holdings, Inc. | June 26, 2026 | Approve Additional Dividend so that Dividend Equals to 60 Percent of Earnings per Share Capital Structure |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 2 funds |
| TBS Holdings, Inc. | June 26, 2026 | Initiate Share Repurchase Program Capital Structure |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 2 funds |
| TELEPHONE AND DATA SYSTEMS, INC. | May 21, 2026 | Approval of an amendment to the Company's Restated Certificate of Incorporation to provide for exculpation of officers Director Elections |
Other | For | Split 3 FOR, 2 AGAINST, 2 ABSTAIN |
AGAINST 1 fund |
| TESLA, INC. | November 6, 2025 | A Tesla proposal for adoption of amendments to certificate of formation and bylaws to eliminate applicable supermajority voting requirements. Shareholder Rights and Defenses |
Other | None | Split 17 FOR, 5 AGAINST |
FOR 9 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal regarding Board authorization of an investment in xAl. Corporate Governance |
Other | None | Split 3 FOR, 20 AGAINST, 1 ABSTAIN |
AGAINST 9 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal regarding adopting targets and reporting on metrics to assess the feasibility of integrating sustainability metrics into senior executive compensation plans. Compensation |
Other | Against | Split 1 FOR, 23 AGAINST |
AGAINST 9 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal regarding proposal that won 54% support at 2024 Tesla annual meeting. Shareholder Rights and Defenses |
Other | Against | Split 14 FOR, 9 AGAINST |
FOR 9 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to amend Article X of the bylaws. Corporate Governance |
Other | Against | Split 7 FOR, 15 AGAINST |
Split 4 FOR, 5 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold. Corporate Governance |
Other | Against | Split 16 FOR, 6 AGAINST |
Split 4 FOR, 5 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to elect each director annually. Shareholder Rights and Defenses |
Other | Against | Split 23 FOR, 1 AGAINST |
FOR 9 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to Section 21.373 of the TBOC. Corporate Governance |
Other | Against | Split 21 FOR, 2 AGAINST |
FOR 9 funds |
| 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 | Split 5 FOR, 3 AGAINST |
AGAINST 1 fund |
| TEXAS INSTRUMENTS INCORPORATED | April 16, 2026 | Stockholder proposal to permit stockholders to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 12 AGAINST |
FOR 10 funds |
| THE AES CORPORATION | April 29, 2026 | If properly presented, to vote on a non-binding stockholder proposal regarding stockholder ability to call a special meeting. Shareholder Rights and Defenses |
Other | Against | Split 7 FOR, 10 AGAINST |
FOR 2 funds |
| THE BOEING COMPANY | April 17, 2026 | Action by Written Consent. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 10 AGAINST |
FOR 1 fund |
| THE BOEING COMPANY | April 17, 2026 | Board Committee on Disability Access. Corporate Governance |
Other | Against | Split 22 AGAINST, 1 ABSTAIN |
AGAINST 1 fund |
| THE CAMPBELL'S COMPANY | November 18, 2025 | To vote on a shareholder proposal regarding simple majority voting. Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 6 AGAINST |
FOR 2 funds |
| THE CIGNA GROUP | April 22, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | Split 8 FOR, 11 AGAINST |
FOR 2 funds |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on the Company's plans to increase sustainability disclosure Environment or Climate |
Other | Against | Split 10 FOR, 13 AGAINST |
AGAINST 8 funds |
| THE ESTEE LAUDER COMPANIES INC. | November 13, 2025 | Approval of Amendments to the Restated Certificate of Incorporation to Eliminate the Monetary Liability of Certain Officers as Permitted by Delaware Law and to Make Certain Miscellaneous Changes to Article IV thereof. Director Elections |
Other | For | Split 9 FOR, 10 AGAINST |
AGAINST 4 funds |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Special Shareholder Meeting Thresholds Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 10 AGAINST |
FOR 5 funds |
| THE HARTFORD INSURANCE GROUP, INC. | May 20, 2026 | Shareholder proposal that the Company adopt written consent rights for shareholders Shareholder Rights and Defenses |
Other | Against | Split 7 FOR, 11 AGAINST |
FOR 6 funds |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Independent Board Chair Corporate Governance |
Other | Against | Split 1 FOR, 20 AGAINST |
AGAINST 9 funds |
| THE KANSAI ELECTRIC POWER COMPANY,INCORPORATED | June 25, 2026 | Amend Articles to Require Individual Compensation Disclosure for Executive Officers Compensation |
Other | Against | Split 4 FOR, 4 AGAINST |
FOR 4 funds |
| THE SHERWIN-WILLIAMS COMPANY | April 22, 2026 | Advisory Approval of Management Proposal to Amend Shareholders' Ability to Call a Special Meeting to a 25% Ownership Threshold Shareholder Rights and Defenses |
Other | For | Split 22 FOR, 1 AGAINST |
Split 1 FOR, 2 AGAINST |
| THE SHERWIN-WILLIAMS COMPANY | April 22, 2026 | Shareholder Proposal Regarding Shareholder Ability to Call a Special Meeting Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 10 AGAINST |
FOR 3 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 | Split 14 FOR, 2 AGAINST |
FOR 6 funds |
| THE TRADE DESK, INC. | September 16, 2025 | The approval of one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve Proposal 1. Corporate Governance |
Other | For | Split 2 FOR, 14 AGAINST |
AGAINST 5 funds |
| THE TRAVELERS COMPANIES, INC. | May 20, 2026 | Shareholder proposal relating to an independent board chairman, if presented at the Annual Meeting of Shareholders. Corporate Governance |
Other | Against | Split 1 FOR, 16 AGAINST |
AGAINST 3 funds |
| THE WENDY'S COMPANY | May 20, 2026 | Stockholder proposal regarding a restriction on "blank-check" preferred stock, if properly presented at the Annual Meeting. Capital Structure |
Other | Against | Split 4 FOR, 2 AGAINST |
FOR 1 fund |
| THE WESTERN UNION COMPANY | May 14, 2026 | Stockholder proposal regarding stockholder right to act by written consent Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 2 AGAINST |
FOR 3 funds |
| TOTVS SA | October 30, 2025 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? Corporate Governance |
Other | Against | ABSTAIN 3 funds |
Split 1 AGAINST, 2 ABSTAIN |
| TRANSUNION | May 12, 2026 | Advisory vote on a stockholder proposal requesting a stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | Split 6 FOR, 4 AGAINST |
FOR 2 funds |
| TRICO BANCSHARES | May 21, 2026 | Amendment to the Company's Bylaws to eliminate cumulative voting rights. Shareholder Rights and Defenses |
Other | For | Split 2 FOR, 2 AGAINST |
AGAINST 1 fund |
| TYSON FOODS, INC. | February 5, 2026 | Shareholder proposal regarding disclosure of voting results based on class of shares. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 7 AGAINST |
FOR 3 funds |
| Telefonica Brasil SA | January 9, 2026 | Amend Article 2 Re: Corporate Purpose Corporate Governance |
Other | For | Split 1 FOR, 1 ABSTAIN |
FOR 2 funds |
| Telefonica Brasil SA | January 9, 2026 | Authorize Board to Ratify and Execute Approved Resolutions Corporate Governance |
Other | For | Split 1 FOR, 1 ABSTAIN |
FOR 2 funds |
| 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.