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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 |
|---|---|---|---|---|---|---|
| 2025-06-30 | 1,009,486 | 893,087 | 842,107 | 0.69 | 8.11 | 3.51 |
| 2025-09-30 | 1,037,268 | 894,429 | 868,063 | 0.78 | 9.15 | 3.60 |
| 2025-12-31 | 1,063,075 | 912,844 | 890,034 | 0.96 | 11.23 | 3.69 |
| 2026-03-31 | 1,063,463 | 915,673 | 893,325 | 1.13 | 12.82 | 3.80 |
| 2026-06-30 | 1,059,623 | 922,616 | 888,259 | 1.31 | 14.71 | 4.00 |
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 |
|---|---|---|---|
| 2020-12-05 | 1 | 968557 | 977951 |
| 2018-10-13 | 1 | 403357 | 977951 |
| 2016-10-08 | 1 | 3195064 | 977951 |
| 2005-12-17 | 1 | 2883980 | 977951 |
| 2003-08-11 | 1 | 300559 | 977951 |
| 2003-05-12 | 1 | 95855 | 977951 |
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.