Home › Asset managers › Compare 2025-2026 › JPMorgan vs Brighthouse
Note on Brighthouse: its funds did not all vote the same way on 12.0% of the 120,248 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
JPMorgan 2025-2026 · Brighthouse 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 30,437 | 24,523 | 1,668 | 4,246 | 93.6% | 88.3% |
| Board proposals | 24,375 | 19,281 | 1,523 | 3,571 | 92.7% | 87.6% |
| E&S shareholder proposals | 144 | 7 | 0 | 137 | 100.0% | 43.7% |
| Other items | 5,918 | 5,235 | 145 | 538 | 97.3% | 92.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
538 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 | JPMorgan | Brighthouse |
|---|---|---|---|---|---|---|
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Vote on amendment to Certificate of Incorporation to implement other miscellaneous changes. Corporate Governance |
Other | For | Split 1 FOR, 19 AGAINST |
Split 5 FOR, 1 AGAINST, 2 ABSTAIN |
| 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 | Split 1 FOR, 19 AGAINST |
Split 5 FOR, 1 AGAINST, 2 ABSTAIN |
| 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 | AGAINST 8 funds |
Split 3 AGAINST, 2 ABSTAIN |
| REPSOL S.A. | May 13, 2026 | Approve Non-Financial Information Statement Other Social Issues |
Other | For | FOR 5 funds |
Split 1 FOR, 2 ABSTAIN |
| RESIDEO TECHNOLOGIES, INC. | June 3, 2026 | Shareholder Proposal Regarding Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 4 funds |
Split 4 FOR, 1 AGAINST, 2 ABSTAIN |
| REVVITY, INC. | April 28, 2026 | To approve an amendment to Revvity's Amended and Restated By-Laws to Allow Shareholders Owning 25% of Our Stock to Call a Special Meeting. Shareholder Rights and Defenses |
Other | For | FOR 5 funds |
Split 7 FOR, 2 ABSTAIN |
| REVVITY, INC. | April 28, 2026 | To approve the shareholder proposal regarding Executives to Retain Significant Stock. Compensation |
Other | Against | AGAINST 5 funds |
Split 7 FOR, 2 ABSTAIN |
| ROPER TECHNOLOGIES, INC. | May 19, 2026 | Shareholder proposal regarding a strategic review of a proposed spin-off of the Application Software and Network Software segments. Extraordinary Transactions |
Other | Against | AGAINST 18 funds |
Split 5 AGAINST, 3 ABSTAIN |
| ROYALTY PHARMA PLC | June 4, 2026 | Approve receipt of our U.K. audited annual report and accounts and related directors' and auditor's reports for the fiscal year ended December 31, 2025. Corporate Governance |
Other | For | FOR 6 funds |
Split 3 FOR, 2 ABSTAIN |
| RYDER SYSTEM, INC. | May 1, 2026 | To vote, on an advisory basis, on a shareholder proposal regarding an independent board chair. Corporate Governance |
Other | Against | AGAINST 9 funds |
Split 2 AGAINST, 1 ABSTAIN |
| 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 | AGAINST 2 funds |
Split 2 FOR, 1 ABSTAIN |
| S&P GLOBAL INC. | May 20, 2026 | Vote on a shareholder proposal to reduce the stock ownership threshold for calling a special shareholder meeting; Shareholder Rights and Defenses |
Other | Against | AGAINST 3 funds |
Split 7 FOR, 2 ABSTAIN |
| SALESFORCE, INC. | May 28, 2026 | A stockholder proposal requesting the adoption of cumulative voting for director elections, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 16 funds |
Split 10 AGAINST, 7 ABSTAIN |
| SANDOZ GROUP AG | April 9, 2026 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| SCHINDLER HOLDING AG | March 24, 2026 | Approve Non-Financial Report Other Social Issues |
Other | For | FOR 3 funds |
Split 1 FOR, 1 ABSTAIN |
| SCHNEIDER ELECTRIC SE | May 7, 2026 | APPROVE COMPANY'S CLIMATE TRANSITION PLAN (ADVISORY) Environment or Climate |
Other | For | FOR 5 funds |
Split 3 FOR, 1 ABSTAIN |
| SELECT MEDICAL HOLDINGS CORPORATION | April 23, 2026 | Non-Binding Advisory Vote on a Company Proposal to provide stockholders the right to call a special meeting of stockholders at a 25% ownership threshold. Shareholder Rights and Defenses |
Other | For | FOR 2 funds |
Split 4 AGAINST, 2 ABSTAIN |
| SELECT MEDICAL HOLDINGS CORPORATION | April 23, 2026 | Non-Binding Advisory Vote on a Stockholder Proposal to provide stockholders the right to call a special meeting of stockholders at a 10% ownership threshold, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 2 funds |
Split 4 FOR, 2 ABSTAIN |
| SELECT MEDICAL HOLDINGS CORPORATION | June 26, 2026 | To consider and vote on any proposal to adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting (the "Adjournment Proposal"). Corporate Governance |
Other | For | FOR 2 funds |
Split 3 FOR, 1 ABSTAIN |
| SEMPRA | May 12, 2026 | Shareholder proposal requesting an independent board chairman Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 1 FOR, 8 AGAINST, 1 ABSTAIN |
| SENSATA TECHNOLOGIES HOLDING PLC | June 9, 2026 | Ordinary resolution to receive the Company's 2025 Annual Report and Accounts Corporate Governance |
Other | For | FOR 2 funds |
Split 2 FOR, 2 ABSTAIN |
| 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 | AGAINST 5 funds |
Split 4 FOR, 2 ABSTAIN |
| 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 | AGAINST 5 funds |
Split 4 FOR, 2 ABSTAIN |
| 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 | AGAINST 5 funds |
Split 4 AGAINST, 2 ABSTAIN |
| SERVICENOW, INC. | May 21, 2026 | Shareholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 30 funds |
Split 5 FOR, 4 AGAINST, 5 ABSTAIN |
| SEVERN TRENT PLC | July 10, 2025 | Approve Net Zero Transition Plan Environment or Climate |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| SGS SA | March 26, 2026 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 5 funds |
Split 2 FOR, 1 ABSTAIN |
| 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 | AGAINST 1 fund |
Split 3 FOR, 2 ABSTAIN |
| 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 | AGAINST 2 funds |
Split 2 FOR, 1 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 |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 6 AGAINST |
| SIEMENS HEALTHINEERS AG | February 5, 2026 | AMEND ARTICLES RE: SIMPLE MAJORITY FOR ADOPTION OF RESOLUTIONS Corporate Governance |
Other | For | AGAINST 3 funds |
Split 1 FOR, 3 AGAINST |
| SIKA AG | March 24, 2026 | Approve Sustainability Report Other Social Issues |
Other | For | FOR 3 funds |
Split 2 FOR, 1 ABSTAIN |
| SILICON LABORATORIES INC. | April 30, 2026 | To adjourn the Special Meeting, if necessary and for a minimum period of time reasonable under the circumstances, to ensure that any necessary supplement or amendment to the proxy statement accompanying this notice is provided to Silicon Labs' stockholders a reasonable amount of time in advance of the Special Meeting, or to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 1 fund |
Split 5 FOR, 1 ABSTAIN |
| SNOWFLAKE INC. | June 29, 2026 | To consider and vote on, if properly presented at the meeting, a non-binding stockholder proposal requesting majority vote for director elections. Shareholder Rights and Defenses |
Other | Against | FOR 11 funds |
Split 8 FOR, 1 AGAINST |
| SOMPO HOLDINGS,INC. | June 22, 2026 | Amend Articles to Appoint Outside Director as Chairman of the Board Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 2 FOR, 1 AGAINST |
| SONOVA HOLDING AG | June 16, 2026 | Approve Non-Financial Report Other Social Issues |
Other | For | FOR 4 funds |
Split 3 FOR, 1 ABSTAIN |
| 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 | FOR 2 funds |
Split 1 FOR, 2 AGAINST |
| SOUTH32 LTD | October 23, 2025 | Approve Climate Change Action Plan 2025 Environment or Climate |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| SSE PLC | July 17, 2025 | Approve Net Zero Transition Report Environment or Climate |
Other | For | FOR 16 funds |
Split 4 FOR, 1 ABSTAIN |
| STANLEY BLACK & DECKER, INC. | April 24, 2026 | To consider and vote on a shareholder proposal requesting an independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 3 funds |
Split 4 AGAINST, 2 ABSTAIN |
| 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 | Split 1 FOR, 23 AGAINST |
Split 1 FOR, 5 AGAINST, 2 ABSTAIN |
| STELLAR BANCORP, INC. | May 27, 2026 | To adjourn or postpone the Stellar special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the merger proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to holders of Stellar common stock. Corporate Governance |
Other | For | FOR 1 fund |
Split 2 FOR, 1 ABSTAIN |
| STRAUMANN HOLDING AG | April 17, 2026 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | FOR 3 funds |
Split 1 FOR, 1 ABSTAIN |
| SWISS LIFE HOLDING AG | May 7, 2026 | Approve Non-Financial Report (Non-Binding) Other Social Issues |
Other | For | FOR 3 funds |
Split 1 FOR, 1 ABSTAIN |
| SWISS PRIME SITE AG | March 12, 2026 | Approve Non-Financial Report Other Social Issues |
Other | For | FOR 2 funds |
Split 2 FOR, 1 ABSTAIN |
| SWISS RE AG | April 10, 2026 | APPROVE SUSTAINABILITY REPORT (NON-BINDING) Other Social Issues |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| SWISSCOM AG | March 25, 2026 | APPROVE SUSTAINABILITY REPORT Other Social Issues |
Other | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| Shell Plc | May 19, 2026 | Request Company to Publish a Report Disclosing the Company's Strategy to Create Shareholder Value Under Scenarios of Declining Demand for Oil and Gas Environment or Climate |
Other | Against | AGAINST 17 funds |
Split 3 AGAINST, 1 ABSTAIN |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting policy requiring the Board Chair to be an independent director. Corporate Governance |
Other | Against | FOR 5 funds |
Split 4 FOR, 1 AGAINST, 5 ABSTAIN |
| TECHNIPFMC PLC | May 1, 2026 | Receipt of U.K. Annual Report and Accounts: To receive the Company's audited U.K. accounts for the year ended December 31, 2025, including the reports of the directors and the auditor thereon. Corporate Governance |
Other | For | FOR 12 funds |
Split 8 FOR, 2 ABSTAIN |
| TELEDYNE TECHNOLOGIES INCORPORATED | April 22, 2026 | Approval of an amendment and restatement of the Company's Restated Certificate of Incorporation to adopt a stockholder right to call special meetings of stockholders Shareholder Rights and Defenses |
Other | For | FOR 10 funds |
Split 9 FOR, 3 ABSTAIN |
| TELEFONICA SA | March 25, 2026 | Approve Non-Financial Information Statement Other Social Issues |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| 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 | AGAINST 5 funds |
Split 3 AGAINST, 1 ABSTAIN |
| TENARIS SA | May 12, 2026 | ALLOW ELECTRONIC DISTRIBUTION OF COMPANY DOCUMENTS TO SHAREHOLDERS Corporate Governance |
Other | For | Split 6 FOR, 1 AGAINST |
FOR 3 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 | FOR 4 funds |
Split 1 FOR, 3 AGAINST, 2 ABSTAIN |
| TEXAS CAPITAL BANCSHARES, INC. | April 21, 2026 | To approve, on an advisory basis, increasing the threshold to submit stockholder proposals. Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 AGAINST, 2 ABSTAIN |
| 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 | AGAINST 2 funds |
Split 5 FOR, 1 ABSTAIN |
| THE AES CORPORATION | June 26, 2026 | The Adjournment Proposal: To approve any motion to adjourn the special meeting, if such proposal is called at the special meeting. Corporate Governance |
Other | For | FOR 2 funds |
Split 4 FOR, 1 ABSTAIN |
| THE CIGNA GROUP | April 22, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | AGAINST 21 funds |
Split 7 FOR, 2 AGAINST, 2 ABSTAIN |
| 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 | AGAINST 17 funds |
Split 1 FOR, 6 AGAINST, 9 ABSTAIN |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a sustainability committee by-law amendment Corporate Governance |
Other | Against | AGAINST 17 funds |
Split 7 AGAINST, 9 ABSTAIN |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Special Shareholder Meeting Thresholds Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 14 AGAINST |
Split 8 FOR, 3 AGAINST, 5 ABSTAIN |
| 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 | AGAINST 9 funds |
Split 5 FOR, 1 AGAINST, 2 ABSTAIN |
| 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 | AGAINST 8 funds |
Split 9 FOR, 5 ABSTAIN |
| THE HOME DEPOT, INC. | May 21, 2026 | Approve the implementation of miscellaneous amendments to the Certificate of Incorporation Corporate Governance |
Other | For | AGAINST 8 funds |
Split 9 FOR, 5 ABSTAIN |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Independent Board Chair Corporate Governance |
Other | Against | AGAINST 8 funds |
Split 2 FOR, 7 AGAINST, 5 ABSTAIN |
| THE KANSAI ELECTRIC POWER COMPANY,INCORPORATED | June 25, 2026 | Amend Articles to Add Provisions Concerning Management Based on CSR (Decarbonization Plan) Corporate Governance |
Other | Against | AGAINST 4 funds |
Split 1 AGAINST, 2 ABSTAIN |
| THE KANSAI ELECTRIC POWER COMPANY,INCORPORATED | June 25, 2026 | Amend Articles to Add Provisions Concerning Management Based on CSR (Facility Safety Enhancement) Corporate Governance |
Other | Against | AGAINST 4 funds |
Split 1 AGAINST, 2 ABSTAIN |
| THE KANSAI ELECTRIC POWER COMPANY,INCORPORATED | June 25, 2026 | Amend Articles to Add Provisions Concerning Management Based on CSR (Gender Diversity) Human Rights or Human Capital/workforce |
Other | Against | FOR 4 funds |
Split 1 AGAINST, 2 ABSTAIN |
| THE KANSAI ELECTRIC POWER COMPANY,INCORPORATED | June 25, 2026 | Amend Articles to Add Provisions Concerning Management Based on CSR (Information Disclosure and Dialogue) Corporate Governance |
Other | Against | AGAINST 4 funds |
Split 1 AGAINST, 2 ABSTAIN |
| THE KANSAI ELECTRIC POWER COMPANY,INCORPORATED | June 25, 2026 | Amend Articles to Add Provisions Concerning Management Based on CSR (Withdrawal from Nuclear Power Generation Business) Environment or Climate |
Other | Against | AGAINST 4 funds |
Split 1 AGAINST, 2 ABSTAIN |
| THE KANSAI ELECTRIC POWER COMPANY,INCORPORATED | June 25, 2026 | Amend Articles to Establish Committee on Protection of Nuclear Accident Evacuee Rights Environment or Climate |
Other | Against | AGAINST 4 funds |
Split 1 AGAINST, 2 ABSTAIN |
| THE KANSAI ELECTRIC POWER COMPANY,INCORPORATED | June 25, 2026 | Amend Articles to Prohibit Reprocessing of Spent Nuclear Fuel but Instead Require Direct Disposal Environment or Climate |
Other | Against | AGAINST 4 funds |
Split 1 AGAINST, 2 ABSTAIN |
| THE KANSAI ELECTRIC POWER COMPANY,INCORPORATED | June 25, 2026 | Amend Articles to Prohibit Transport of Spent Nuclear Fuel into Mutsu City Environment or Climate |
Other | Against | AGAINST 4 funds |
Split 1 AGAINST, 2 ABSTAIN |
| THE KANSAI ELECTRIC POWER COMPANY,INCORPORATED | June 25, 2026 | Amend Articles to Realize Zero Carbon Emissions Environment or Climate |
Other | Against | AGAINST 4 funds |
Split 1 AGAINST, 2 ABSTAIN |
| THE KANSAI ELECTRIC POWER COMPANY,INCORPORATED | June 25, 2026 | Amend Articles to Realize Zero Carbon Society without Reliance on Nuclear Power Generation Environment or Climate |
Other | Against | AGAINST 4 funds |
Split 1 AGAINST, 2 ABSTAIN |
| THE SHERWIN-WILLIAMS COMPANY | April 22, 2026 | Shareholder Proposal Regarding Shareholder Ability to Call a Special Meeting Shareholder Rights and Defenses |
Other | Against | AGAINST 3 funds |
Split 5 FOR, 2 AGAINST, 1 ABSTAIN |
| THE SOUTHERN COMPANY | May 13, 2026 | Approve an amendment to the Restated Certificate of Incorporation to provide for officer exculpation Director Elections |
Other | For | AGAINST 30 funds |
Split 5 FOR, 3 AGAINST, 2 ABSTAIN |
| THE SOUTHERN COMPANY | May 13, 2026 | Approve miscellaneous amendments to modernize, clarify and conform the Restated Certificate of Incorporation Corporate Governance |
Other | For | FOR 30 funds |
Split 8 FOR, 2 ABSTAIN |
| THE SOUTHERN COMPANY | May 13, 2026 | Stockholder proposal regarding independent board chairman Corporate Governance |
Other | Against | AGAINST 30 funds |
Split 1 FOR, 7 AGAINST, 2 ABSTAIN |
| THE TIMKEN COMPANY | May 8, 2026 | Consideration of a shareholder proposal asking our Board of Directors to take the steps necessary to amend the appropriate Company governing documents to give the owners of a combined 10% of our outstanding common stock the power to call a special shareholder meeting or the owners of the lowest percentage of shareholders, as governed by state law, the power to call a special shareholder meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 5 funds |
Split 2 FOR, 1 ABSTAIN |
| THE TORONTO-DOMINION BANK | April 16, 2026 | SP 6: Report on Forced Labor and Child Labor in Lending Portfolios Human Rights or Human Capital/workforce |
Other | Against | AGAINST 1 fund |
Split 1 AGAINST, 1 ABSTAIN |
| THE TORONTO-DOMINION BANK | April 16, 2026 | SP 7: Report on AI-Use in High-Level Decision-Making, Risk Assessment and Loan Grants Other Social Issues |
Other | Against | AGAINST 1 fund |
Split 1 AGAINST, 1 ABSTAIN |
| THE TORONTO-DOMINION BANK | April 16, 2026 | SP 9: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | FOR 1 fund |
Split 1 AGAINST, 1 ABSTAIN |
| 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 | AGAINST 12 funds |
Split 1 FOR, 8 AGAINST, 6 ABSTAIN |
| THE WESTERN UNION COMPANY | May 14, 2026 | Stockholder proposal regarding stockholder right to act by written consent Shareholder Rights and Defenses |
Other | Against | AGAINST 4 funds |
Split 1 FOR, 1 ABSTAIN |
| TOKIO MARINE HOLDINGS,INC. | June 29, 2026 | Amend Articles to Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors - Authorize Directors to Execute Day to Day Operations without Full Board Approval Corporate Governance |
Other | For | AGAINST 12 funds |
Split 2 FOR, 1 AGAINST |
| TOPBUILD CORP. | June 29, 2026 | Approval of the adjournment of the TopBuild stockholder meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to adopt the merger agreement at the time of the TopBuild stockholder meeting. Corporate Governance |
Other | For | FOR 2 funds |
Split 3 FOR, 2 ABSTAIN |
| TRANSOCEAN, LTD. | May 22, 2026 | Advisory Vote to Approve the Swiss Statutory Report on Non-Financial Matters for Fiscal Year 2025 Corporate Governance |
Other | For | FOR 4 funds |
Split 2 FOR, 2 ABSTAIN |
| 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 | FOR 4 funds |
Split 1 FOR, 3 AGAINST |
| 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 | AGAINST 6 funds |
Split 4 FOR, 1 AGAINST, 2 ABSTAIN |
| TRICO BANCSHARES | May 21, 2026 | Amendment to the Company's Bylaws to eliminate cumulative voting rights. Shareholder Rights and Defenses |
Other | For | FOR 6 funds |
Split 1 FOR, 2 AGAINST |
| Tesla, Inc. | November 6, 2025 | Assess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation Compensation |
Other | Against | Split 2 FOR, 22 AGAINST |
AGAINST 1 fund |
| UBS GROUP AG | April 15, 2026 | Approve Sustainability Report (Non-Binding) Other Social Issues |
Other | For | FOR 7 funds |
Split 3 FOR, 2 ABSTAIN |
| 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 | FOR 9 funds |
Split 7 FOR, 1 AGAINST, 2 ABSTAIN |
| 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 | AGAINST 9 funds |
Split 6 FOR, 2 AGAINST, 2 ABSTAIN |
| 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 | FOR 5 funds |
Split 2 FOR, 1 ABSTAIN |
| 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 | FOR 11 funds |
Split 4 FOR, 1 ABSTAIN |
| UNITED RENTALS, INC. | May 8, 2026 | Stockholder Proposal on Directors Who Fail to Obtain a Majority Vote Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 1 FOR, 5 AGAINST, 3 ABSTAIN |
| 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 | AGAINST 34 funds |
Split 1 FOR, 10 AGAINST, 6 ABSTAIN |
← Previous Page 5 of 6 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.