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Research terminalQ2 2026 · 4,313 institutions · refreshed 8/27/2026 · database outage
Q2 2026 · 4,313 institutions · refreshed 8/27/2026
OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2024-06-30 | 1,004,257 | 695,914 | 756,314 | -0.10 | -1.07 | 2.24 |
| 2024-09-30 | 1,010,779 | 702,665 | 765,646 | -0.06 | -0.57 | 2.25 |
| 2024-12-31 | 1,019,932 | 695,749 | 772,651 | -0.07 | -0.70 | 2.24 |
| 2025-06-30 | 1,039,081 | 744,412 | 766,373 | 0.12 | 1.23 | 2.19 |
| 2025-09-30 | 1,043,934 | 759,875 | 774,435 | 0.11 | 1.21 | 2.21 |
| 2025-12-31 | 1,023,361 | 747,951 | 768,189 | 0.06 | 0.64 | 2.26 |
| 2026-03-31 | 1,040,700 | 732,216 | 777,634 | 0.10 | 1.01 | 2.35 |
| 2026-06-30 | 1,046,318 | 736,698 | 783,188 | 0.10 | 1.05 | 2.42 |
14 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 |
|---|---|---|---|
| 2019-04-01 | 1 | 725376 | 534877 |
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.