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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 |
|---|---|---|---|---|---|---|
| 2020-12-31 | 1,056,271 | 840,389 | 531,213 | 1.58 | 13.91 | 3.75 |
| 2021-03-31 | 1,090,379 | 872,839 | 523,385 | 1.40 | 13.23 | 3.37 |
| 2021-06-30 | 1,081,965 | 854,240 | 532,442 | 1.45 | 13.47 | 3.45 |
| 2021-09-30 | 1,094,117 | 865,441 | 550,074 | 1.51 | 13.90 | 3.49 |
| 2021-12-31 | 1,155,805 | 926,322 | 580,268 | 1.43 | 13.28 | 3.40 |
| 2022-03-31 | 1,149,143 | 937,373 | 585,792 | 0.92 | 9.16 | 3.14 |
| 2022-06-30 | 1,216,906 | 1,018,194 | 635,940 | 1.10 | 11.72 | 3.30 |
| 2022-09-30 | 1,232,919 | 1,031,124 | 681,998 | 1.17 | 13.02 | 3.41 |
| 2022-12-31 | 1,231,629 | 932,956 | 729,392 | 1.31 | 15.05 | 3.47 |
| 2023-03-31 | 1,253,477 | 921,320 | 740,933 | 0.98 | 12.29 | 3.51 |
| 2023-06-30 | 1,267,913 | 936,558 | 782,523 | 1.19 | 14.89 | 3.51 |
| 2023-09-30 | 1,269,029 | 939,068 | 813,610 | 1.26 | 15.84 | 3.56 |
| 2023-12-31 | 1,306,606 | 962,045 | 846,304 | 1.25 | 15.45 | 3.58 |
| 2024-03-31 | 1,309,902 | 962,920 | 866,826 | 0.90 | 10.23 | 3.39 |
| 2024-06-30 | 1,407,031 | 1,058,134 | 907,236 | 1.05 | 12.13 | 3.33 |
| 2024-09-30 | 1,393,517 | 1,030,481 | 924,498 | 1.16 | 13.13 | 3.44 |
| 2024-12-31 | 1,412,356 | 1,053,531 | 935,857 | 1.19 | 13.45 | 3.46 |
| 2025-03-31 | 1,390,485 | 1,027,377 | 943,950 | 0.88 | 9.58 | 3.50 |
| 2025-06-30 | 1,381,291 | 1,014,366 | 952,082 | 1.04 | 11.07 | 3.56 |
| 2025-09-30 | 1,410,715 | 1,035,177 | 958,762 | 1.18 | 12.31 | 3.62 |
| 2025-12-31 | 1,423,224 | 1,041,868 | 983,365 | 1.18 | 12.09 | 3.66 |
| 2026-03-31 | 1,474,470 | 1,094,513 | 948,702 | 0.57 | 5.62 | 3.63 |
| 2026-06-30 | 1,462,374 | 1,118,252 | 999,067 | 0.98 | 9.50 | 3.68 |
12 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 |
|---|---|---|---|
| 2017-07-08 | 1 | 678043 | 931038 |
| 2004-12-28 | 1 | 608938 | 931038 |
| 1996-12-13 | 1 | 917948 | 931038 |
| 1990-11-03 | 50 | 612373 | 931038 |
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.