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Research terminalQ2 2026 · 4,313 institutions · refreshed 8/27/2026
Q2 2026 · 4,313 institutions · refreshed 8/27/2026
OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2020-06-30 | 1,087,901 | 853,004 | 933,833 | 1.47 | 12.63 | 3.40 |
| 2020-09-30 | 1,078,654 | 865,430 | 914,782 | 1.60 | 14.04 | 3.28 |
| 2020-12-31 | 1,108,499 | 894,166 | 872,232 | 1.64 | 14.55 | 3.20 |
| 2021-03-31 | 1,115,946 | 903,725 | 909,010 | 1.89 | 17.34 | 2.97 |
| 2021-06-30 | 1,099,935 | 889,582 | 892,552 | 1.77 | 16.13 | 3.06 |
| 2021-09-30 | 1,133,002 | 924,047 | 886,688 | 1.73 | 15.86 | 3.10 |
| 2021-12-31 | 1,189,079 | 978,599 | 920,466 | 1.65 | 15.16 | 2.98 |
| 2022-03-31 | 1,169,494 | 960,798 | 927,777 | 1.23 | 11.52 | 2.61 |
| 2022-06-30 | 1,158,119 | 951,219 | 988,230 | 1.45 | 13.52 | 2.79 |
| 2022-09-30 | 1,216,934 | 980,224 | 1,041,964 | 1.52 | 14.28 | 2.91 |
| 2022-12-31 | 1,254,978 | 1,034,064 | 1,081,460 | 1.55 | 14.62 | 2.92 |
| 2023-03-31 | 1,313,304 | 1,089,974 | 1,108,171 | 1.02 | 9.95 | 2.59 |
| 2023-06-30 | 1,313,331 | 1,096,837 | 1,146,510 | 1.14 | 11.18 | 2.61 |
| 2023-09-30 | 1,305,081 | 1,106,871 | 1,133,802 | 1.19 | 11.69 | 2.63 |
| 2023-12-31 | 1,362,188 | 1,155,818 | 1,195,651 | 1.17 | 11.51 | 2.61 |
| 2024-03-31 | 1,396,617 | 1,130,523 | 1,236,662 | 1.13 | 11.20 | 2.58 |
| 2024-06-30 | 1,443,313 | 1,125,833 | 1,298,159 | 1.21 | 12.11 | 2.66 |
| 2024-09-30 | 1,454,233 | 1,192,743 | 1,291,558 | 1.15 | 11.48 | 2.67 |
| 2024-12-31 | 1,484,768 | 1,245,966 | 1,306,739 | 1.09 | 10.85 | 2.69 |
| 2025-03-31 | 1,454,637 | 1,198,506 | 1,322,255 | 1.12 | 11.06 | 2.85 |
| 2025-06-30 | 1,488,384 | 1,241,174 | 1,354,537 | 1.18 | 11.70 | 2.96 |
| 2025-09-30 | 1,482,226 | 1,212,890 | 1,354,479 | 1.20 | 11.83 | 3.06 |
| 2025-12-31 | 1,512,992 | 1,304,094 | 1,345,893 | 1.20 | 11.78 | 3.09 |
| 2026-03-31 | 1,458,577 | 1,244,879 | 1,345,654 | 1.37 | 12.93 | 3.29 |
| 2026-06-30 | 1,447,885 | 1,218,221 | 1,336,340 | 1.51 | 14.04 | 3.49 |
11 current branch locations across 2 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2015-07-18 | 1 | 735142 | 735441 |
| 2015-07-18 | 1 | 1202043 | 735441 |
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.