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Research terminalQ2 2026 · 4,313 institutions · refreshed 8/27/2026 · database outage
Q2 2026 · 4,313 institutions · refreshed 8/27/2026
OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2020-06-30 | 1,067,615 | 892,301 | 793,765 | 1.63 | 15.81 | 4.19 |
| 2020-09-30 | 1,057,844 | 888,435 | 790,176 | 1.80 | 17.39 | 3.98 |
| 2020-12-31 | 1,148,987 | 974,352 | 776,971 | 1.72 | 16.82 | 3.79 |
| 2021-03-31 | 1,210,001 | 1,039,525 | 775,721 | 1.67 | 17.52 | 3.23 |
| 2021-06-30 | 1,225,587 | 1,060,179 | 824,100 | 2.20 | 23.08 | 3.93 |
| 2021-09-30 | 1,290,791 | 1,125,498 | 818,635 | 2.08 | 22.03 | 3.80 |
| 2021-12-31 | 1,319,953 | 1,142,264 | 854,905 | 1.87 | 19.58 | 3.65 |
| 2022-03-31 | 1,373,373 | 1,207,900 | 918,419 | 1.01 | 10.84 | 3.22 |
| 2022-06-30 | 1,382,239 | 1,220,192 | 1,001,770 | 1.15 | 12.71 | 3.40 |
| 2022-09-30 | 1,415,148 | 1,246,586 | 1,061,188 | 1.28 | 14.60 | 3.60 |
| 2022-12-31 | 1,474,550 | 1,309,826 | 1,132,665 | 1.33 | 15.43 | 3.69 |
| 2023-03-31 | 1,509,074 | 1,331,013 | 1,150,300 | 1.36 | 16.18 | 3.79 |
| 2023-06-30 | 1,530,175 | 1,339,396 | 1,208,246 | 1.32 | 15.78 | 3.66 |
| 2023-09-30 | 1,646,484 | 1,460,569 | 1,290,549 | 1.35 | 16.48 | 3.62 |
| 2023-12-31 | 1,714,192 | 1,515,405 | 1,346,047 | 1.21 | 14.73 | 3.59 |
| 2024-03-31 | 1,753,861 | 1,557,525 | 1,353,900 | 1.05 | 12.96 | 3.49 |
| 2024-06-30 | 1,746,419 | 1,532,327 | 1,385,661 | 1.10 | 13.35 | 3.50 |
| 2024-09-30 | 1,845,610 | 1,630,751 | 1,403,536 | 1.11 | 13.34 | 3.48 |
| 2024-12-31 | 1,902,100 | 1,695,494 | 1,416,195 | 1.13 | 13.69 | 3.49 |
| 2025-03-31 | 1,941,027 | 1,728,617 | 1,415,440 | 1.07 | 12.87 | 3.48 |
| 2025-06-30 | 1,960,130 | 1,743,889 | 1,491,041 | 1.20 | 14.25 | 3.68 |
| 2025-09-30 | 2,020,233 | 1,753,396 | 1,499,160 | 1.19 | 13.16 | 3.78 |
| 2025-12-31 | 2,147,633 | 1,868,116 | 1,533,321 | 1.27 | 13.57 | 3.82 |
| 2026-03-31 | 2,242,998 | 1,957,939 | 1,543,685 | 1.23 | 11.52 | 3.72 |
| 2026-06-30 | 2,248,298 | 1,951,501 | 1,574,152 | 1.34 | 12.50 | 3.82 |
20 current branch locations across 3 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2023-07-12 | 1 | 300157 | 275358 |
| 2018-07-01 | 1 | 199052 | 275358 |
| 2014-05-17 | 1 | 600651 | 275358 |
| 2012-12-08 | 1 | 597256 | 275358 |
| 2011-10-01 | 1 | 525950 | 275358 |
| 2000-06-01 | 1 | 414353 | 275358 |
| 1994-01-15 | 1 | 351654 | 275358 |
No reviewed or published intelligence is linked to this institution.
Financial facts are scoped to the FDIC-insured bank. NIC transformations use the linked RSSD identity; SEC issuer and bank-holding-company facts are not silently combined. Branch data follows its annual source cadence. Intelligence appears only after review or publication.