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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 |
|---|---|---|---|---|---|---|
| 2021-06-30 | 1,044,722 | 927,589 | 503,334 | 1.34 | 18.23 | 3.29 |
| 2021-09-30 | 1,183,107 | 1,040,846 | 487,269 | 1.24 | 16.40 | 3.18 |
| 2021-12-31 | 1,214,010 | 1,086,820 | 492,501 | 1.24 | 16.58 | 3.06 |
| 2022-03-31 | 1,265,143 | 1,171,094 | 506,850 | 0.98 | 16.89 | 2.65 |
| 2022-06-30 | 1,292,093 | 1,178,262 | 535,342 | 1.03 | 22.56 | 2.66 |
| 2022-09-30 | 1,257,945 | 1,194,617 | 556,017 | 1.02 | 30.14 | 2.75 |
| 2022-12-31 | 1,324,883 | 1,210,016 | 620,104 | 0.94 | 34.48 | 2.75 |
| 2023-03-31 | 1,329,359 | 1,237,086 | 640,646 | 0.85 | 103.72 | 2.62 |
| 2023-06-30 | 1,300,269 | 1,245,419 | 679,538 | 0.79 | 111.31 | 2.61 |
| 2023-09-30 | 1,288,984 | 1,229,772 | 692,963 | 0.75 | 228.63 | 2.59 |
| 2023-12-31 | 1,332,697 | 1,259,737 | 712,623 | 0.74 | 144.82 | 2.55 |
| 2024-03-31 | 1,313,139 | 1,273,147 | 712,097 | 0.65 | 57.25 | 2.47 |
| 2024-06-30 | 1,338,732 | 1,298,300 | 742,607 | 0.59 | 51.91 | 2.49 |
| 2024-09-30 | 1,363,784 | 1,276,527 | 756,523 | 0.59 | 39.26 | 2.49 |
| 2024-12-31 | 1,348,118 | 1,301,832 | 776,015 | 0.68 | 43.06 | 2.56 |
| 2025-03-31 | 1,396,591 | 1,334,858 | 790,071 | 0.99 | 45.28 | 3.03 |
| 2025-06-30 | 1,393,816 | 1,329,560 | 827,728 | 0.99 | 40.23 | 3.10 |
| 2025-09-30 | 1,454,191 | 1,376,937 | 828,322 | 1.06 | 39.06 | 3.11 |
| 2025-12-31 | 1,447,209 | 1,372,745 | 848,866 | 1.03 | 35.07 | 3.13 |
| 2026-03-31 | 1,476,326 | 1,396,341 | 843,064 | 1.46 | 37.71 | 3.22 |
| 2026-06-30 | 1,480,129 | 1,397,842 | 874,394 | 1.43 | 36.22 | 3.25 |
17 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 |
|---|---|---|---|
| 2004-06-01 | 1 | 873334 | 701839 |
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.