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Research terminalQ2 2026 · 4,313 institutions · refreshed 8/27/2026 · catalog mismatch
Q2 2026 · 4,313 institutions · refreshed 8/27/2026
OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2016-03-31 | 1,931,643 | 1,242,717 | 1,649,287 | 0.80 | 7.95 | 3.09 |
| 2016-06-30 | 2,075,114 | 1,364,183 | 1,772,600 | 1.30 | 12.99 | 3.03 |
| 2016-09-30 | 2,077,598 | 1,420,363 | 1,805,570 | 1.40 | 13.98 | 3.06 |
| 2016-12-31 | 1,982,691 | 1,400,028 | 1,707,780 | 1.53 | 14.98 | 3.11 |
| 2017-03-31 | 1,822,324 | 1,400,556 | 1,559,612 | 0.92 | 8.09 | 3.08 |
| 2017-06-30 | 1,959,769 | 1,427,253 | 1,681,293 | 1.52 | 13.23 | 3.16 |
| 2017-09-30 | 1,989,491 | 1,477,080 | 1,696,659 | 1.44 | 12.42 | 3.21 |
| 2017-12-31 | 2,002,887 | 1,498,882 | 1,708,575 | 1.64 | 13.90 | 3.24 |
| 2018-03-31 | 2,212,275 | 1,513,708 | 1,864,268 | 1.35 | 10.86 | 3.23 |
| 2018-06-30 | 2,280,668 | 1,566,044 | 1,907,341 | 1.64 | 13.16 | 3.28 |
| 2018-09-30 | 2,160,093 | 1,553,483 | 1,760,492 | 1.90 | 14.90 | 3.41 |
| 2018-12-31 | 2,135,647 | 1,568,228 | 1,719,664 | 1.68 | 12.81 | 3.47 |
| 2019-03-31 | 2,146,627 | 1,592,052 | 1,750,175 | 0.02 | 0.17 | 3.66 |
| 2019-06-30 | 2,401,891 | 1,823,170 | 1,961,400 | 0.88 | 6.03 | 3.57 |
| 2019-09-30 | 2,604,075 | 2,003,090 | 2,119,972 | 1.34 | 9.30 | 3.49 |
| 2019-12-31 | 2,445,435 | 1,840,088 | 2,020,741 | 1.57 | 10.81 | 3.41 |
| 2020-03-31 | 2,803,265 | 1,993,768 | 2,287,502 | 1.79 | 12.77 | 2.74 |
| 2020-06-30 | 3,293,393 | 2,495,016 | 2,779,305 | 3.25 | 24.83 | 2.67 |
| 2020-09-30 | 3,505,954 | 2,563,687 | 2,987,299 | 3.73 | 29.27 | 2.61 |
| 2020-12-31 | 3,620,042 | 2,690,160 | 3,080,822 | 3.41 | 27.72 | 2.55 |
| 2021-03-31 | 3,552,342 | 2,768,575 | 3,049,858 | 5.56 | 47.66 | 2.62 |
| 2021-06-30 | 3,317,390 | 2,710,240 | 2,831,414 | 3.37 | 28.55 | 2.71 |
| 2021-09-30 | 3,382,070 | 2,789,937 | 2,858,737 | 2.79 | 23.62 | 2.75 |
| 2021-12-31 | 3,348,940 | 2,606,256 | 2,806,311 | 2.55 | 21.53 | 2.77 |
| 2022-03-31 | 3,350,208 | 2,694,064 | 2,678,954 | 3.88 | 31.42 | 2.80 |
| 2022-06-30 | 3,562,339 | 2,956,319 | 2,731,401 | 2.25 | 18.38 | 2.88 |
| 2022-09-30 | 3,680,929 | 2,869,280 | 2,777,937 | 1.64 | 13.52 | 2.98 |
| 2022-12-31 | 3,765,608 | 2,825,796 | 2,817,330 | 1.26 | 10.54 | 3.09 |
| 2023-03-31 | 3,720,399 | 2,760,072 | 2,781,126 | 0.74 | 6.24 | 3.39 |
| 2023-06-30 | 3,879,969 | 2,995,949 | 2,976,143 | 0.90 | 7.64 | 3.29 |
| 2023-09-30 | 3,847,611 | 2,973,663 | 2,945,705 | 0.88 | 7.53 | 3.29 |
| 2023-12-31 | 4,007,008 | 3,100,091 | 3,036,523 | 0.69 | 5.93 | 3.30 |
| 2024-03-31 | 4,289,980 | 3,309,813 | 3,342,118 | 1.05 | 9.60 | 3.15 |
| 2024-06-30 | 4,233,668 | 3,182,400 | 3,257,785 | 1.14 | 10.35 | 3.09 |
| 2024-09-30 | 4,444,679 | 3,378,645 | 3,395,706 | 0.89 | 8.11 | 3.09 |
| 2024-12-31 | 4,348,857 | 3,261,078 | 3,419,963 | 0.87 | 7.94 | 3.13 |
| 2025-03-31 | 4,541,360 | 3,470,416 | 3,486,613 | 0.76 | 6.89 | 3.04 |
| 2025-06-30 | 4,677,673 | 3,600,290 | 3,672,352 | 0.99 | 8.98 | 3.15 |
| 2025-09-30 | 4,851,594 | 3,757,515 | 3,763,802 | 1.13 | 10.32 | 3.21 |
| 2025-12-31 | 4,769,383 | 3,666,507 | 3,764,691 | 1.04 | 9.46 | 3.25 |
| 2026-03-31 | 4,927,099 | 3,842,401 | 3,851,038 | 1.18 | 11.07 | 3.21 |
| 2026-06-30 | 5,165,793 | 4,140,561 | 3,874,307 | 1.27 | 12.04 | 3.24 |
9 current branch locations across 1 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2012-02-11 | 50 | 942838 | 2508751 |
| 2008-12-01 | 1 | 3290866 | 2508751 |
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.