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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 | 2,624,050 | 1,629,959 | 911,083 | 0.85 | 10.29 | 2.12 |
| 2016-06-30 | 2,759,486 | 1,738,655 | 928,536 | 0.87 | 10.57 | 2.13 |
| 2016-09-30 | 2,705,626 | 1,669,393 | 950,290 | 0.89 | 10.80 | 2.13 |
| 2016-12-31 | 2,684,312 | 1,655,454 | 945,203 | 0.88 | 10.69 | 2.13 |
| 2017-03-31 | 2,696,711 | 1,714,128 | 956,734 | 0.92 | 11.02 | 2.18 |
| 2017-06-30 | 2,563,958 | 1,585,301 | 990,271 | 0.92 | 10.88 | 2.23 |
| 2017-09-30 | 2,472,439 | 1,669,529 | 1,011,807 | 0.93 | 10.75 | 2.29 |
| 2017-12-31 | 2,505,442 | 1,743,663 | 1,004,696 | 1.09 | 12.49 | 2.31 |
| 2018-03-31 | 2,383,061 | 1,635,950 | 997,875 | 1.00 | 10.80 | 2.41 |
| 2018-06-30 | 2,333,498 | 1,549,210 | 1,025,901 | 1.24 | 13.22 | 2.53 |
| 2018-09-30 | 2,503,999 | 1,569,446 | 1,038,932 | 1.39 | 14.94 | 2.55 |
| 2018-12-31 | 2,581,302 | 1,808,018 | 1,059,804 | 1.15 | 12.84 | 2.55 |
| 2019-03-31 | 2,553,401 | 1,716,888 | 1,067,531 | 1.77 | 22.65 | 2.58 |
| 2019-06-30 | 2,581,974 | 1,731,940 | 1,118,990 | 1.65 | 20.85 | 2.66 |
| 2019-09-30 | 2,645,286 | 1,780,960 | 1,127,690 | 1.54 | 19.37 | 2.70 |
| 2019-12-31 | 2,678,315 | 1,798,382 | 1,122,703 | 1.55 | 19.50 | 2.74 |
| 2020-03-31 | 2,925,213 | 1,834,163 | 1,134,990 | 1.16 | 15.11 | 2.61 |
| 2020-06-30 | 3,485,381 | 2,276,891 | 1,267,581 | 1.29 | 17.70 | 2.52 |
| 2020-09-30 | 3,403,420 | 2,326,054 | 1,279,540 | 1.53 | 21.01 | 2.40 |
| 2020-12-31 | 3,486,124 | 2,391,427 | 1,276,682 | 1.53 | 20.80 | 2.32 |
| 2021-03-31 | 3,537,067 | 2,395,703 | 1,322,843 | 1.32 | 17.63 | 2.06 |
| 2021-06-30 | 3,713,456 | 2,446,655 | 1,291,612 | 1.27 | 17.01 | 2.07 |
| 2021-09-30 | 3,634,702 | 2,441,422 | 1,315,994 | 1.30 | 17.70 | 2.08 |
| 2021-12-31 | 20,248,406 | 16,155,544 | 10,217,059 | 1.34 | 13.78 | 2.72 |
| 2022-03-31 | 19,876,904 | 15,911,399 | 10,405,860 | 1.18 | 12.95 | 2.57 |
| 2022-06-30 | 19,606,477 | 15,830,970 | 10,701,466 | 1.22 | 13.68 | 2.70 |
| 2022-09-30 | 19,446,152 | 15,797,658 | 10,869,972 | 1.26 | 14.52 | 2.83 |
| 2022-12-31 | 19,309,880 | 15,658,648 | 11,088,992 | 1.31 | 15.31 | 2.94 |
| 2023-03-31 | 18,850,388 | 15,047,467 | 11,244,350 | 1.46 | 18.08 | 3.29 |
| 2023-06-30 | 18,639,994 | 14,832,433 | 11,289,672 | 1.42 | 17.69 | 3.28 |
| 2023-09-30 | 18,536,138 | 14,730,378 | 11,292,730 | 1.41 | 17.57 | 3.29 |
| 2023-12-31 | 19,000,390 | 15,069,558 | 11,352,134 | 1.29 | 15.90 | 3.30 |
| 2024-03-31 | 19,043,068 | 15,297,455 | 11,363,110 | 1.47 | 17.35 | 3.33 |
| 2024-06-30 | 18,644,538 | 14,946,507 | 11,478,030 | 1.61 | 18.67 | 3.37 |
| 2024-09-30 | 18,578,011 | 14,798,037 | 11,455,706 | 1.52 | 17.18 | 3.45 |
| 2024-12-31 | 19,230,483 | 15,311,449 | 11,484,805 | 1.41 | 15.89 | 3.52 |
| 2025-03-31 | 19,551,204 | 15,478,780 | 11,358,539 | 1.77 | 19.12 | 3.84 |
| 2025-06-30 | 19,070,360 | 15,068,810 | 11,180,239 | 1.75 | 18.50 | 3.94 |
| 2025-09-30 | 19,187,778 | 15,164,576 | 11,195,114 | 1.78 | 18.58 | 4.00 |
| 2025-12-31 | 20,799,746 | 16,767,703 | 11,338,224 | 1.82 | 19.28 | 4.00 |
| 2026-03-31 | 20,473,249 | 16,412,033 | 11,411,819 | 1.96 | 21.79 | 3.96 |
| 2026-06-30 | 20,307,848 | 16,405,004 | 11,551,258 | 1.99 | 22.10 | 4.02 |
166 current branch locations across 7 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2021-12-31 | 1 | 2898818 | 853952 |
| 2021-10-01 | 1 | 294340 | 853952 |
| 2021-10-01 | 1 | 299046 | 853952 |
| 2021-10-01 | 1 | 386852 | 853952 |
| 2021-10-01 | 1 | 506249 | 853952 |
| 2021-10-01 | 1 | 576541 | 853952 |
| 2021-10-01 | 1 | 611451 | 853952 |
| 2021-10-01 | 1 | 290052 | 853952 |
| 2021-10-01 | 1 | 854454 | 853952 |
| 2021-10-01 | 1 | 704559 | 853952 |
| 2021-10-01 | 1 | 997650 | 853952 |
| 2021-10-01 | 1 | 1015243 | 853952 |
| 2021-10-01 | 1 | 2826316 | 853952 |
| 2021-10-01 | 1 | 934954 | 853952 |
| 1999-12-16 | 1 | 687773 | 853952 |
| 1999-04-10 | 1 | 1017340 | 853952 |
| 1985-12-17 | 1 | 922652 | 853952 |
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.