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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 |
|---|---|---|---|---|---|---|
| 2021-03-31 | 1,150,922 | 987,821 | 707,070 | 1.06 | 9.16 | 3.21 |
| 2021-06-30 | 1,150,114 | 987,517 | 693,335 | 1.26 | 10.89 | 3.24 |
| 2021-09-30 | 1,130,873 | 966,945 | 675,086 | 1.31 | 11.11 | 3.36 |
| 2021-12-31 | 1,143,091 | 991,067 | 676,071 | 1.24 | 10.47 | 3.33 |
| 2022-03-31 | 1,148,832 | 1,009,402 | 689,832 | 0.90 | 7.85 | 3.05 |
| 2022-06-30 | 1,136,014 | 1,000,140 | 697,143 | 0.99 | 8.91 | 3.18 |
| 2022-09-30 | 1,122,564 | 994,581 | 685,082 | 1.09 | 9.92 | 3.34 |
| 2022-12-31 | 1,114,078 | 977,946 | 691,032 | 1.10 | 9.99 | 3.41 |
| 2023-03-31 | 1,135,408 | 994,957 | 708,256 | 1.07 | 9.57 | 3.67 |
| 2023-06-30 | 1,159,809 | 1,020,118 | 706,311 | 1.04 | 9.34 | 3.55 |
| 2023-09-30 | 1,166,310 | 1,025,308 | 718,488 | 1.00 | 9.42 | 3.50 |
| 2023-12-31 | 1,500,658 | 1,289,269 | 974,275 | 0.84 | 7.91 | 3.59 |
| 2024-03-31 | 1,578,098 | 1,366,163 | 1,004,429 | 1.07 | 10.02 | 3.95 |
| 2024-06-30 | 1,564,379 | 1,349,308 | 997,251 | 1.06 | 9.90 | 3.97 |
| 2024-09-30 | 1,558,469 | 1,332,095 | 1,000,703 | 1.37 | 12.60 | 3.61 |
| 2024-12-31 | 1,565,288 | 1,343,550 | 1,020,310 | 1.25 | 11.37 | 3.74 |
| 2025-03-31 | 1,603,006 | 1,374,912 | 1,001,770 | 1.10 | 9.65 | 3.82 |
| 2025-06-30 | 1,575,685 | 1,348,221 | 1,001,337 | 1.15 | 9.96 | 3.93 |
| 2025-09-30 | 1,604,689 | 1,368,229 | 1,019,007 | 1.16 | 9.90 | 4.01 |
| 2025-12-31 | 1,646,450 | 1,405,245 | 1,066,755 | 1.19 | 10.10 | 4.02 |
| 2026-03-31 | 1,657,965 | 1,412,586 | 1,062,989 | 0.97 | 8.02 | 4.06 |
| 2026-06-30 | 1,703,404 | 1,440,378 | 1,062,390 | 1.11 | 9.23 | 4.04 |
24 current branch locations across 3 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2023-10-21 | 1 | 955548 | 830542 |
| 2021-02-06 | 1 | 744238 | 830542 |
| 2020-06-06 | 1 | 495044 | 830542 |
| 2015-04-01 | 1 | 403937 | 830542 |
| 2013-07-09 | 1 | 440446 | 830542 |
| 2013-07-09 | 1 | 929044 | 830542 |
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.