Research terminalQ2 2026 · 4,313 institutions · refreshed 8/27/2026 · database outage

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Q2 2026 · 4,313 institutions · refreshed 8/27/2026

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OptimaYield board tearsheet · reported facts

BANK OF NY MELLON TR CO NA

FDIC #23472 · CA · period 20260630

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Total assets2,057,788-3.47% YoY

Total deposits509-16.14% YoY

Net loans and leases0YoY unavailable

Return on assets4.55%+6.38% YoY

Return on equity5.29%+6.44% YoY

Net interest margin0.82%-23.13% YoY

Peer position

Return on assets99thstrength · n=902

Return on equity88thstrength · n=894

Net interest margin71ststrength · n=902

Equity to assets100thstrength · n=894

Liquid assets73rdstrength · n=895

Brokered deposits100thstrength · n=890

Loans to deposits100thstrength · n=890

Ten-year reported history

Period	Assets	Deposits	ROA	ROE	NIM
2016-03-31	2,057,788	509	4.55	5.29	0.82
2016-06-30	2,073,043	525	4.17	4.84	0.85
2016-09-30	2,073,780	511	4.29	4.99	0.86
2016-12-31	2,106,010	616	4.57	5.31	0.89
2017-03-31	2,131,826	607	4.28	4.97	1.07
2017-06-30	2,105,203	649	4.31	5.01	1.13
2017-09-30	2,141,291	685	4.69	5.49	1.19
2017-12-31	2,093,001	602	8.60	9.99	1.23
2018-03-31	2,036,719	731	7.89	8.86	2.00
2018-06-30	2,053,317	826	8.84	9.91	1.94
2018-09-30	2,078,403	2,147	8.87	9.94	1.99
2018-12-31	1,329,972	2,677	9.39	10.63	2.34
2019-03-31	1,361,837	4,130	11.40	13.85	2.36
2019-06-30	1,382,525	4,050	12.11	14.73	2.30
2019-09-30	1,360,505	2,897	12.87	15.68	2.29
2019-12-31	1,393,647	3,658	13.69	16.70	2.17
2020-03-31	1,432,387	3,142	14.65	17.94	1.63
2020-06-30	1,453,863	1,659	14.31	17.49	1.23
2020-09-30	1,478,507	2,258	14.09	17.18	1.08
2020-12-31	1,397,798	1,612	12.86	15.75	1.03
2021-03-31	1,419,901	1,450	12.95	16.03	0.57
2021-06-30	1,419,144	949	11.24	13.90	0.57
2021-09-30	1,422,604	749	11.07	13.69	0.56
2021-12-31	1,416,133	876	10.56	13.07	0.54
2022-03-31	1,451,176	901	10.30	12.76	0.48
2022-06-30	1,497,712	1,570	12.64	15.56	0.80
2022-09-30	1,487,315	1,354	14.30	17.57	1.36
2022-12-31	1,502,758	2,093	15.09	18.52	2.07
2023-03-31	1,514,786	1,079	19.81	24.31	4.69
2023-06-30	1,466,781	1,366	17.63	21.56	5.14
2023-09-30	1,318,872	1,063	17.89	22.00	5.75
2023-12-31	1,318,256	1,264	18.05	22.26	5.68
2024-03-31	1,333,194	1,444	19.07	23.97	5.72
2024-06-30	1,297,171	1,073	19.18	24.08	5.84
2024-09-30	1,291,585	1,118	19.17	24.05	5.86
2024-12-31	1,301,949	967	18.99	23.82	5.71
2025-03-31	1,334,040	882	16.05	20.10	4.53
2025-06-30	1,325,659	797	15.88	19.84	4.57
2025-09-30	1,337,285	930	16.54	20.65	4.54
2025-12-31	1,351,491	1,420	16.82	21.01	4.45
2026-03-31	1,391,736	1,071	16.47	20.59	3.76
2026-06-30	1,372,597	2,233	15.27	19.03	4.04

Structure and branch footprint

10 current branch locations across 8 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.

Date	Code	Predecessor RSSD	Successor RSSD
2005-11-16	1	3135015	398668
2004-11-01	1	802839	398668
2004-11-01	1	2665823	398668
1989-12-16	1	515166	398668

Reviewed intelligence

No reviewed or published intelligence is linked to this institution.

Scope and limitations

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.