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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 | 3,729,097 | 2,696,689 | 2,487,927 | 0.96 | 8.93 | 3.42 |
| 2016-06-30 | 3,877,987 | 2,795,895 | 2,584,511 | 1.03 | 9.58 | 3.40 |
| 2016-09-30 | 3,871,836 | 2,910,706 | 2,593,363 | 1.09 | 10.04 | 3.38 |
| 2016-12-31 | 3,842,089 | 2,848,675 | 2,586,284 | 1.11 | 10.01 | 3.36 |
| 2017-03-31 | 3,917,689 | 2,959,149 | 2,627,097 | 1.11 | 9.99 | 3.25 |
| 2017-06-30 | 4,014,027 | 2,963,103 | 2,722,659 | 1.11 | 9.97 | 3.25 |
| 2017-09-30 | 4,018,102 | 2,981,179 | 2,736,875 | 1.14 | 10.25 | 3.26 |
| 2017-12-31 | 4,042,486 | 3,021,734 | 2,766,371 | 0.86 | 7.79 | 3.28 |
| 2018-03-31 | 4,097,296 | 3,050,255 | 2,775,706 | 1.32 | 12.17 | 3.19 |
| 2018-06-30 | 4,178,431 | 3,084,283 | 2,856,517 | 1.29 | 11.93 | 3.20 |
| 2018-09-30 | 4,172,075 | 3,252,640 | 2,895,475 | 1.34 | 12.37 | 3.23 |
| 2018-12-31 | 4,281,999 | 3,496,823 | 3,005,913 | 1.35 | 12.49 | 3.25 |
| 2019-03-31 | 4,404,965 | 3,610,421 | 3,026,036 | 1.36 | 12.46 | 3.26 |
| 2019-06-30 | 4,429,042 | 3,619,516 | 3,087,274 | 1.32 | 11.94 | 3.24 |
| 2019-09-30 | 4,500,489 | 3,648,606 | 3,101,395 | 1.33 | 12.02 | 3.23 |
| 2019-12-31 | 4,410,250 | 3,568,290 | 3,081,706 | 1.35 | 12.06 | 3.24 |
| 2020-03-31 | 4,570,447 | 3,583,455 | 3,158,971 | 1.28 | 10.93 | 3.20 |
| 2020-06-30 | 4,934,472 | 4,017,830 | 3,327,092 | 1.12 | 9.80 | 3.23 |
| 2020-09-30 | 5,129,400 | 4,246,905 | 3,276,363 | 1.22 | 10.81 | 3.19 |
| 2020-12-31 | 4,873,592 | 4,038,851 | 3,223,514 | 1.31 | 11.55 | 3.21 |
| 2021-03-31 | 5,068,267 | 4,261,900 | 3,223,500 | 1.65 | 14.84 | 2.92 |
| 2021-06-30 | 5,131,245 | 4,331,386 | 3,268,996 | 1.57 | 14.18 | 2.93 |
| 2021-09-30 | 5,483,540 | 4,641,308 | 3,293,857 | 1.41 | 13.07 | 2.90 |
| 2021-12-31 | 5,481,237 | 4,643,228 | 3,404,033 | 1.37 | 12.86 | 2.92 |
| 2022-03-31 | 5,406,954 | 4,617,834 | 3,509,153 | 1.28 | 13.21 | 2.93 |
| 2022-06-30 | 5,454,674 | 4,564,900 | 3,693,323 | 1.21 | 13.12 | 2.93 |
| 2022-09-30 | 5,539,983 | 4,604,972 | 3,828,767 | 1.17 | 13.05 | 2.96 |
| 2022-12-31 | 5,662,457 | 4,867,005 | 3,978,628 | 1.16 | 13.19 | 2.94 |
| 2023-03-31 | 5,707,400 | 4,682,533 | 4,040,536 | 0.94 | 11.39 | 2.65 |
| 2023-06-30 | 5,734,437 | 4,731,600 | 4,075,184 | 0.93 | 11.21 | 2.59 |
| 2023-09-30 | 5,769,551 | 4,715,626 | 4,033,193 | 0.86 | 10.40 | 2.56 |
| 2023-12-31 | 5,700,364 | 4,632,579 | 4,071,479 | 0.80 | 9.57 | 2.56 |
| 2024-03-31 | 5,784,624 | 4,586,176 | 4,094,951 | 0.97 | 10.84 | 2.41 |
| 2024-06-30 | 5,709,625 | 4,547,560 | 4,118,270 | 0.92 | 10.30 | 2.45 |
| 2024-09-30 | 5,730,254 | 4,609,875 | 4,093,021 | 0.93 | 10.25 | 2.50 |
| 2024-12-31 | 5,790,238 | 4,671,726 | 4,090,580 | 0.97 | 10.56 | 2.55 |
| 2025-03-31 | 6,948,167 | 5,632,856 | 4,849,422 | 0.53 | 5.53 | 3.42 |
| 2025-06-30 | 6,902,692 | 5,545,916 | 4,900,914 | 0.72 | 7.44 | 3.34 |
| 2025-09-30 | 6,970,257 | 5,437,419 | 4,967,201 | 0.91 | 9.32 | 3.34 |
| 2025-12-31 | 6,967,049 | 5,576,246 | 4,934,902 | 1.03 | 10.35 | 3.37 |
| 2026-03-31 | 6,951,638 | 5,622,263 | 4,935,059 | 1.31 | 12.48 | 3.35 |
| 2026-06-30 | 6,940,603 | 5,592,615 | 4,972,754 | 1.35 | 12.70 | 3.37 |
74 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 |
|---|---|---|---|
| 2025-01-02 | 1 | 30502 | 593007 |
| 2016-12-01 | 1 | 1962888 | 593007 |
| 2015-10-17 | 1 | 240002 | 593007 |
| 2008-01-03 | 1 | 563907 | 593007 |
| 2006-09-30 | 1 | 257000 | 593007 |
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.