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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 | 3,723,940 | 2,608,141 | 3,266,572 | 1.15 | 11.17 | 3.75 |
| 2016-06-30 | 3,845,506 | 2,690,858 | 3,361,896 | 1.16 | 11.40 | 3.73 |
| 2016-09-30 | 3,868,892 | 2,759,766 | 3,398,549 | 1.15 | 11.33 | 3.74 |
| 2016-12-31 | 3,922,955 | 2,813,684 | 3,441,493 | 1.14 | 11.27 | 3.73 |
| 2017-03-31 | 3,951,406 | 2,808,036 | 3,468,528 | 0.67 | 6.81 | 3.74 |
| 2017-06-30 | 4,036,433 | 2,887,073 | 3,519,089 | 0.89 | 8.96 | 3.79 |
| 2017-09-30 | 4,076,786 | 2,874,175 | 3,585,299 | 1.01 | 10.13 | 3.83 |
| 2017-12-31 | 4,161,552 | 2,897,237 | 3,667,363 | 0.92 | 9.17 | 3.82 |
| 2018-03-31 | 4,570,926 | 3,213,192 | 4,021,474 | 1.14 | 10.95 | 3.66 |
| 2018-06-30 | 4,595,627 | 3,209,823 | 4,058,173 | 1.25 | 11.87 | 3.76 |
| 2018-09-30 | 4,597,903 | 3,301,288 | 4,076,104 | 1.29 | 12.07 | 3.76 |
| 2018-12-31 | 4,644,193 | 3,427,400 | 4,136,966 | 1.33 | 12.32 | 3.78 |
| 2019-03-31 | 4,741,674 | 3,580,358 | 4,213,777 | 1.46 | 13.07 | 3.74 |
| 2019-06-30 | 4,821,898 | 3,524,830 | 4,287,580 | 1.34 | 12.01 | 3.74 |
| 2019-09-30 | 4,979,031 | 3,544,406 | 4,358,432 | 1.35 | 12.18 | 3.70 |
| 2019-12-31 | 4,966,140 | 3,560,266 | 4,440,251 | 1.34 | 12.15 | 3.68 |
| 2020-03-31 | 5,693,114 | 3,965,613 | 4,710,261 | -0.65 | -6.19 | 3.56 |
| 2020-06-30 | 5,965,977 | 4,168,822 | 4,955,230 | 0.10 | 0.97 | 3.46 |
| 2020-09-30 | 5,855,764 | 4,420,674 | 4,912,155 | 0.52 | 5.15 | 3.46 |
| 2020-12-31 | 5,742,972 | 4,355,341 | 4,846,032 | 0.74 | 7.27 | 3.48 |
| 2021-03-31 | 5,474,570 | 4,365,615 | 4,761,716 | 1.40 | 13.22 | 3.63 |
| 2021-06-30 | 5,386,051 | 4,295,319 | 4,672,824 | 1.43 | 13.28 | 3.70 |
| 2021-09-30 | 5,319,415 | 4,319,068 | 4,668,721 | 1.49 | 13.55 | 3.72 |
| 2021-12-31 | 5,583,769 | 4,482,182 | 4,803,758 | 1.50 | 13.75 | 3.74 |
| 2022-03-31 | 5,650,962 | 4,557,147 | 4,892,934 | 1.28 | 11.97 | 3.67 |
| 2022-06-30 | 5,548,288 | 4,447,768 | 4,913,647 | 1.29 | 12.06 | 3.74 |
| 2022-09-30 | 5,673,314 | 4,422,808 | 5,014,879 | 1.41 | 13.39 | 3.87 |
| 2022-12-31 | 6,055,752 | 4,116,022 | 5,216,383 | 1.43 | 13.94 | 3.93 |
| 2023-03-31 | 6,377,560 | 4,347,583 | 5,414,028 | 0.92 | 9.94 | 3.39 |
| 2023-06-30 | 6,064,990 | 4,408,771 | 5,275,014 | 0.99 | 10.62 | 3.36 |
| 2023-09-30 | 6,062,778 | 4,447,668 | 5,323,898 | 0.94 | 9.98 | 3.33 |
| 2023-12-31 | 6,187,285 | 4,460,763 | 5,475,413 | 0.91 | 9.67 | 3.32 |
| 2024-03-31 | 6,299,782 | 4,568,096 | 5,484,653 | 0.58 | 6.20 | 3.22 |
| 2024-06-30 | 6,353,060 | 4,564,667 | 5,521,829 | 0.48 | 5.14 | 3.16 |
| 2024-09-30 | 6,315,138 | 4,575,064 | 5,494,493 | 0.54 | 5.84 | 3.17 |
| 2024-12-31 | 6,411,208 | 4,710,345 | 5,490,870 | 0.62 | 6.66 | 3.19 |
| 2025-03-31 | 6,231,324 | 4,735,270 | 5,354,950 | 0.72 | 7.66 | 3.29 |
| 2025-06-30 | 6,162,093 | 4,638,598 | 5,329,174 | 0.73 | 7.64 | 3.36 |
| 2025-09-30 | 22,779,605 | 19,089,869 | 18,071,502 | -0.04 | -0.42 | 3.09 |
| 2025-12-31 | 23,181,570 | 19,711,150 | 17,776,713 | 0.63 | 5.90 | 3.40 |
| 2026-03-31 | 22,181,187 | 18,436,774 | 17,679,779 | 0.90 | 8.11 | 3.74 |
| 2026-06-30 | 22,201,546 | 18,647,669 | 17,584,029 | 1.05 | 9.41 | 3.79 |
151 current branch locations across 5 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2025-09-02 | 1 | 24006 | 782306 |
| 2025-09-02 | 1 | 473501 | 782306 |
| 2025-09-02 | 1 | 2434113 | 782306 |
| 2020-02-15 | 1 | 442806 | 782306 |
| 2018-03-01 | 1 | 3955053 | 782306 |
| 2005-01-08 | 1 | 67777 | 782306 |
| 2001-07-17 | 1 | 2891109 | 782306 |
| 1991-03-15 | 50 | 169671 | 782306 |
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.