Home › Asset managers › Compare 2025-2026 › Franklin Templeton vs Northern Trust
Franklin Templeton 2025-2026 · Northern Trust 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 57,171 | 53,674 | 1,603 | 1,894 | 97.1% | 95.7% |
| Board proposals | 43,310 | 40,265 | 1,490 | 1,555 | 96.4% | 95.0% |
| E&S shareholder proposals | 166 | 85 | 15 | 66 | 85.0% | 74.7% |
| Other items | 13,695 | 13,324 | 98 | 273 | 99.3% | 98.4% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,894 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 | Franklin Templeton | Northern Trust |
|---|---|---|---|---|---|---|
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Board Matrix. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 5 FOR, 5 AGAINST |
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Retirement Plan Climate Risk. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 5 FOR, 5 AGAINST |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal for a Report on Human Rights Policy and Human Rights Due Diligence. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 1 FOR, 3 AGAINST |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal for a Report on Risks of State Policies on Reproductive Health Care. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 1 FOR, 3 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding AI Board oversight Corporate Governance |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 3 FOR, 10 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI data usage oversight Corporate Governance |
Shareholder (E&S) | Against | Split 7 FOR, 7 AGAINST |
FOR 13 funds |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI-generated misinformation Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 14 AGAINST |
Split 3 FOR, 10 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on data privacy Corporate Governance |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 3 FOR, 10 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 3 FOR, 10 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 14 funds |
Split 3 FOR, 7 AGAINST |
| ARCHER-DANIELS-MIDLAND COMPANY | May 7, 2026 | Stockholder Proposal Regarding Issuance of a Report on Pesticide Use Data Reporting in Regenerative Agriculture Program Disclosures. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 1 FOR, 6 AGAINST |
| AT&T INC. | May 14, 2026 | EEO-1 Report Disclosure Policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
FOR 8 funds |
| AUTONATION, INC. | April 28, 2026 | Adoption of stockholder proposal regarding GHG report. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 1 AGAINST |
AGAINST 2 funds |
| BANK OF AMERICA CORPORATION | May 4, 2026 | Shareholder proposal requesting report on board oversight of risks related to animal welfare Other Social Issues |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 3 FOR, 8 AGAINST |
| BERKSHIRE HATHAWAY INC. | May 2, 2026 | Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework for workforce and human-capital management across its operating subsidiaries. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 4 FOR, 7 AGAINST |
| BOOKING HOLDINGS INC. | June 2, 2026 | Non-binding stockholder vote on a stockholder resolution regarding business operations in illegal settlements. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 5 FOR, 7 AGAINST |
| DARDEN RESTAURANTS, INC. | September 17, 2025 | To vote on a shareholder proposal requesting the Company disclose measurable targets for reducing greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 2 AGAINST |
| DIGITAL REALTY TRUST, INC. | May 29, 2026 | A stockholder proposal regarding enhanced water risk disclosure, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 3 funds |
Split 2 FOR, 6 AGAINST |
| DOLLAR GENERAL CORPORATION | May 28, 2026 | To vote on a shareholder proposal asking the Board to report on the feasibility of adopting a comprehensive human rights policy stating the Company's commitment to respect human rights, in alignment with international human rights standards, throughout its operation and value chain. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
FOR 4 funds |
| ELEVANCE HEALTH, INC. | May 13, 2026 | Shareholder Proposal Requesting an Independent Study on the Impact of Prohibiting Corporate Contributions to Partisan 527 Tax-Exempt Political Groups. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 4 FOR, 2 AGAINST |
| ELI LILLY AND COMPANY | May 4, 2026 | Shareholder proposal to prepare an annual lobbying report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 5 FOR, 8 AGAINST |
| FASTENAL COMPANY | April 23, 2026 | Shareholder proposal relating to an EEO-1 reporting disclosure policy, if properly presented at the annual meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | None | Split 3 FOR, 5 AGAINST |
FOR 7 funds |
| GE AEROSPACE | May 5, 2026 | Shareholder Proposal Requesting Report on Defense-Related Products Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 1 FOR, 7 AGAINST |
| GENERAL MOTORS COMPANY | June 2, 2026 | Shareholder Proposal Requesting a Report on Human Rights Standards for Indigenous Peoples Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 2 FOR, 4 AGAINST |
| HCA HEALTHCARE, INC. | April 23, 2026 | Stockholder proposal, if properly presented at the meeting, regarding a report on healthcare consequences. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 5 AGAINST |
| INTEL CORPORATION | May 13, 2026 | Stockholder proposal requesting a report on Intel's human rights due diligence process. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 4 FOR, 2 AGAINST |
| INTEL CORPORATION | May 13, 2026 | Stockholder proposal requesting a report on risk of China exposure. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 2 FOR, 4 AGAINST |
| JPMORGAN CHASE & CO. | May 19, 2026 | Lobbying alignment Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 4 FOR, 9 AGAINST |
| Knight-Swift Transportation Holdings Inc. | May 12, 2026 | Vote on a stockholder proposal regarding support for transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 1 AGAINST |
FOR 2 funds |
| 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 7 funds |
Split 4 FOR, 3 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 7 funds |
Split 4 FOR, 3 AGAINST |
| MERCK & CO., INC. | May 26, 2026 | Shareholder proposal regarding a report on political contributions. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 5 FOR, 9 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding data protection impact assessment on generative Al chatbots. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 FOR, 8 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on addressing antisemitism and hate in online platforms. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 FOR, 8 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on climate change-related commitments. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 11 AGAINST |
FOR 10 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on human rights due diligence. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 11 AGAINST |
Split 2 FOR, 8 AGAINST |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 8 FOR, 6 AGAINST |
FOR 13 funds |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Human Rights Due Diligence Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 8 FOR, 6 AGAINST |
FOR 13 funds |
| Microsoft Corporation | December 5, 2025 | Report on Al Data Usage Oversight Other Social Issues |
Shareholder (E&S) | Against | Split 6 FOR, 8 AGAINST |
Split 5 FOR, 8 AGAINST |
| 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 | AGAINST 15 funds |
Split 5 FOR, 8 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 | AGAINST 7 funds |
Split 1 FOR, 4 AGAINST |
| 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 4 funds |
Split 3 FOR, 6 AGAINST |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Report Evaluating the Treatment of Animals within Supply Chain. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 3 FOR, 5 AGAINST |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Report on Human Rights Oversight. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 3 FOR, 5 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 | AGAINST 7 funds |
Split 8 FOR, 3 AGAINST |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting a report on reducing plastic microfiber shedding. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 3 FOR, 5 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal requesting a child labor audit. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 4 FOR, 5 AGAINST |
| 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 | AGAINST 8 funds |
Split 3 FOR, 5 AGAINST |
| 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 | AGAINST 8 funds |
Split 3 FOR, 5 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Lobbying Disclosure Other Social Issues |
Shareholder (E&S) | Against | FOR 5 funds |
Split 3 FOR, 5 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 4 FOR, 9 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Customer Data Privacy Risks Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 4 FOR, 9 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 4 FOR, 9 AGAINST |
| 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 | AGAINST 9 funds |
Split 4 FOR, 9 AGAINST |
| THE KROGER CO. | June 25, 2026 | Report on GHG emissions reductions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 3 FOR, 6 AGAINST |
| THE PROCTER & GAMBLE COMPANY | October 14, 2025 | Shareholder Proposal Requesting Additional Reporting on Plastic Packaging Environment or Climate |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 5 FOR, 9 AGAINST |
| 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 | AGAINST 3 funds |
Split 3 FOR, 3 AGAINST |
| 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 | AGAINST 3 funds |
Split 1 FOR, 4 AGAINST |
| 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 | AGAINST 6 funds |
Split 3 FOR, 6 AGAINST |
| 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 | AGAINST 6 funds |
Split 3 FOR, 6 AGAINST |
| VISA INC. | January 27, 2026 | Shareholder proposal on inclusion ROI audit. Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
AGAINST 11 funds |
| VISA INC. | January 27, 2026 | Shareholder proposal on report on online sexual exploitation. Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 4 FOR, 7 AGAINST |
| WALMART INC. | June 4, 2026 | Report on Immigration Policy & Enforcement Corporate Governance |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 4 AGAINST, 5 ABSTAIN |
| WALMART INC. | June 4, 2026 | Report on Workplace Health and Safety Governance Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 4 FOR, 5 ABSTAIN |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Report on High-Carbon Financing Litigation Risks. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 2 FOR, 5 AGAINST |
| Walmart Inc. | June 4, 2026 | Report on Workforce Impact of Al and Automation Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 4 FOR, 5 ABSTAIN |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 3: Adopt Performance-Aligned Compensation Policy Compensation |
Other | Against | AGAINST 1 fund |
Split 3 FOR, 1 AGAINST |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 4: Adopt New Skill Diversification Policy Corporate Governance |
Other | Against | AGAINST 1 fund |
Split 3 FOR, 1 AGAINST |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 5: Establish a Permanent Advisory Committee on the Systemic Impact of the Bank's Decisions Corporate Governance |
Other | Against | AGAINST 1 fund |
Split 3 FOR, 1 AGAINST |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 6: Report on AI-Use in High-Level Decision-Making, Risk Assessment and Loan Grants Other Social Issues |
Other | Against | AGAINST 1 fund |
Split 3 FOR, 1 AGAINST |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 7: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting Other Social Issues |
Other | Against | AGAINST 1 fund |
Split 3 FOR, 1 AGAINST |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 8: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 1 fund |
Split 3 FOR, 1 AGAINST |
| ABBVIE INC. | May 8, 2026 | Stockholder Proposal - to Adopt a Policy to Require an Independent Chair Corporate Governance |
Other | Against | FOR 8 funds |
Split 3 FOR, 8 AGAINST |
| ADVANCED MICRO DEVICES, INC. | May 13, 2026 | Stockholder proposal requesting changes to the stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | FOR 5 funds |
Split 5 FOR, 4 AGAINST |
| AENA SME SA | April 16, 2026 | ADVISORY VOTE ON COMPANY'S 2025 UPDATED REPORT ON CLIMATE ACTION PLAN Environment or Climate |
Other | For | FOR 5 funds |
Split 7 FOR, 3 AGAINST |
| AFLAC INCORPORATED | May 4, 2026 | Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 2 funds |
Split 4 FOR, 8 AGAINST |
| AGL ENERGY LTD | October 3, 2025 | Approve Climate Transition Action Plan Environment or Climate |
Other | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| ALLY FINANCIAL INC. | May 6, 2026 | Shareholder Proposal to Reduce Threshold for Shareholders to Call Special Meetings. Shareholder Rights and Defenses |
Other | Against | FOR 1 fund |
Split 1 FOR, 4 AGAINST |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING A MANDATORY INDEPENDENT BOARD CHAIR POLICY Corporate Governance |
Other | Against | Split 7 FOR, 6 AGAINST |
Split 3 FOR, 7 AGAINST |
| AMGEN INC. | May 19, 2026 | Stockholder proposal to require an independent board chairman. Corporate Governance |
Other | Against | Split 1 FOR, 5 AGAINST |
Split 3 FOR, 6 AGAINST |
| AMUNDI SA | June 2, 2026 | APPROVE REPORT ON PROGRESS OF COMPANY'S CLIMATE TRANSITION PLAN (ADVISORY) Environment or Climate |
Other | For | FOR 3 funds |
Split 3 FOR, 1 AGAINST |
| ANALOG DEVICES, INC. | March 11, 2026 | To consider a shareholder proposal, if properly presented at the Annual Meeting. Shareholder Rights and Defenses |
Other | Against | FOR 6 funds |
Split 1 FOR, 5 AGAINST |
| ANNALY CAPITAL MANAGEMENT, INC. | June 10, 2026 | Advisory stockholder proposal to adopt the right to act by written consent. Shareholder Rights and Defenses |
Other | Against | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| ANZ GROUP HOLDINGS LIMITED | December 18, 2025 | Approve Customer Transition Approach and Climate Commitments Environment or Climate |
Other | Against | AGAINST 2 funds |
Split 2 FOR, 5 AGAINST |
| ANZ GROUP HOLDINGS LIMITED | December 18, 2025 | Approve Disclosure of Financed Deforestation Environment or Climate |
Other | Against | AGAINST 2 funds |
Split 2 FOR, 5 AGAINST |
| ANZ GROUP HOLDINGS LIMITED | December 18, 2025 | Approve Strategy to Eliminate Financed Deforestation Environment or Climate |
Other | Against | AGAINST 2 funds |
Split 2 FOR, 5 AGAINST |
| APA Group | October 22, 2025 | Approve Climate Risk Safeguarding Environment or Climate |
Other | Against | AGAINST 3 funds |
Split 2 FOR, 3 AGAINST |
| APA Group | October 22, 2025 | Approve Climate Transition Plan Environment or Climate |
Other | For | FOR 3 funds |
Split 3 FOR, 2 AGAINST |
| APA Group | October 22, 2025 | Approve Key Partner Due Diligence Human Rights or Human Capital/workforce |
Other | Against | AGAINST 3 funds |
Split 2 FOR, 3 AGAINST |
| ASTRAZENECA PLC | April 9, 2026 | Authorise the Company to Call General Meeting with Two Weeks' Notice Shareholder Rights and Defenses |
Other | For | Split 11 FOR, 1 AGAINST |
FOR 11 funds |
| AT&T INC. | May 14, 2026 | Approve Amendment to Restated Certificate of Incorporation to Provide for Officer Exculpation Director Elections |
Other | For | Split 5 FOR, 1 AGAINST |
FOR 8 funds |
| AT&T INC. | May 14, 2026 | Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | Split 5 FOR, 1 AGAINST |
AGAINST 8 funds |
| AUTODESK, INC. | June 17, 2026 | Approval of an amendment of our Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | Split 2 FOR, 1 AGAINST |
FOR 8 funds |
| AUTODESK, INC. | June 17, 2026 | Stockholder proposal requesting amendment to stockholder special meeting right. Shareholder Rights and Defenses |
Other | Against | FOR 4 funds |
Split 5 FOR, 3 AGAINST |
| AVERY DENNISON CORPORATION | April 30, 2026 | Vote on stockholder proposal for an independent Board Chairman, if properly presented during the meeting. Corporate Governance |
Other | Against | FOR 4 funds |
Split 3 FOR, 3 AGAINST |
| AVIVA PLC | May 6, 2026 | Approve Climate-Related Financial Disclosures Environment or Climate |
Other | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| BANK OF AMERICA CORPORATION | May 4, 2026 | Shareholder proposal requesting independent board chair Corporate Governance |
Other | Against | Split 6 FOR, 4 AGAINST |
Split 3 FOR, 8 AGAINST |
| BASF SE | April 30, 2026 | Approve Discharge of Management Board for Fiscal Year 2025 Corporate Governance |
Other | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| BASF SE | April 30, 2026 | Approve Discharge of Supervisory Board for Fiscal Year 2025 Corporate Governance |
Other | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| 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 3 funds |
Split 1 FOR, 2 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.