[Security firms’ second-quarter position rebalancing trends exposed: Financial and pharmaceutical and biological sectors heavily invested] On August 29, Choice data showed that as of 19:00 on August 28, 239 securities firms had appeared in the list of the top ten shareholders of tradable shares of listed companies. Based on the closing price at the end of June 2026, brokerage firms hold a total of 7.017 billion shares, with a market value of 65.9 billion yuan. In terms of position size, the latest data shows that the top five largest holdings of securities companies are CITIC Construction Investment, Bank of Jiangsu, Zhongji InnoLight, Yongan Futures and Xinyi Sheng. In addition to the above-mentioned heavy holdings, securities firms also have large-scale positions in Bank of Chengdu, Gree Electric Appliances, Zangge Mining, Sinopec, Muyuan Co., Ltd., Kuang-Chi Technology, Postal Savings Bank, Shanghai RAAS, etc. The market value of the securities firms’ positions in the above-mentioned stocks exceeds 500 million yuan. From an industry perspective, securities companies’ heavy holdings in the first half of the year were concentrated in the financial, pharmaceutical and biological, and mechanical equipment sectors. Among them, the holding size of the financial industry reached 30.155 billion yuan, and the holding size of the pharmaceutical and biological industry was 3.325 billion yuan. (Shanghai Securities News)