Loading bank profile
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 | 7,914,777 | 6,233,035 | 4,114,073 | 1.23 | 9.95 | 3.42 |
| 2016-06-30 | 8,305,664 | 6,604,108 | 4,176,990 | 1.26 | 10.26 | 3.43 |
| 2016-09-30 | 8,038,664 | 6,339,311 | 4,234,166 | 1.28 | 10.31 | 3.41 |
| 2016-12-31 | 8,066,699 | 6,327,427 | 4,333,524 | 1.30 | 10.51 | 3.42 |
| 2017-03-31 | 8,554,871 | 6,860,761 | 4,556,285 | 1.40 | 11.30 | 3.37 |
| 2017-06-30 | 8,411,132 | 6,717,997 | 4,627,497 | 1.40 | 11.15 | 3.49 |
| 2017-09-30 | 8,297,079 | 6,628,377 | 4,685,793 | 1.42 | 11.18 | 3.56 |
| 2017-12-31 | 8,263,101 | 6,566,069 | 4,771,046 | 1.29 | 10.09 | 3.60 |
| 2018-03-31 | 8,348,017 | 6,727,960 | 4,735,048 | 1.72 | 13.20 | 3.63 |
| 2018-06-30 | 8,085,158 | 6,555,653 | 4,757,373 | 1.75 | 13.26 | 3.73 |
| 2018-09-30 | 11,471,300 | 9,133,543 | 7,522,452 | 1.65 | 11.70 | 3.80 |
| 2018-12-31 | 11,519,575 | 8,849,541 | 7,700,998 | 1.64 | 11.24 | 4.03 |
| 2019-03-31 | 11,304,104 | 8,684,079 | 7,541,662 | 1.85 | 11.21 | 4.36 |
| 2019-06-30 | 11,170,123 | 8,695,049 | 7,468,558 | 1.91 | 11.38 | 4.43 |
| 2019-09-30 | 11,330,311 | 8,825,368 | 7,425,779 | 1.89 | 11.12 | 4.40 |
| 2019-12-31 | 11,279,433 | 8,735,983 | 7,495,917 | 1.88 | 10.99 | 4.38 |
| 2020-03-31 | 11,602,971 | 9,152,078 | 7,383,511 | 1.38 | 7.97 | 4.05 |
| 2020-06-30 | 13,746,731 | 11,013,806 | 8,308,551 | 1.35 | 8.33 | 3.81 |
| 2020-09-30 | 13,813,407 | 11,203,756 | 8,314,003 | 1.38 | 8.83 | 3.67 |
| 2020-12-31 | 14,413,422 | 11,792,145 | 8,255,116 | 1.40 | 9.20 | 3.57 |
| 2021-03-31 | 14,835,682 | 12,146,980 | 8,221,252 | 1.78 | 13.08 | 3.11 |
| 2021-06-30 | 15,534,441 | 12,721,418 | 8,001,968 | 1.57 | 11.76 | 3.07 |
| 2021-09-30 | 16,196,109 | 12,984,880 | 7,784,156 | 1.47 | 11.20 | 2.99 |
| 2021-12-31 | 15,883,119 | 13,037,641 | 7,822,694 | 1.41 | 10.79 | 2.95 |
| 2022-03-31 | 17,538,128 | 14,548,758 | 8,515,565 | 1.12 | 9.20 | 2.95 |
| 2022-06-30 | 16,758,546 | 14,139,934 | 8,612,007 | 1.28 | 10.70 | 3.07 |
| 2022-09-30 | 16,347,538 | 13,938,387 | 8,691,535 | 1.39 | 11.77 | 3.24 |
| 2022-12-31 | 16,474,239 | 12,875,276 | 8,994,275 | 1.45 | 12.30 | 3.35 |
| 2023-03-31 | 16,271,462 | 12,305,990 | 8,855,949 | 1.48 | 12.42 | 3.40 |
| 2023-06-30 | 16,480,769 | 12,431,655 | 8,820,430 | 1.44 | 11.99 | 3.31 |
| 2023-09-30 | 15,902,022 | 12,392,447 | 8,788,637 | 1.45 | 12.06 | 3.35 |
| 2023-12-31 | 16,027,043 | 11,484,334 | 8,818,068 | 1.40 | 11.47 | 3.34 |
| 2024-03-31 | 16,476,335 | 11,943,928 | 8,687,896 | 1.23 | 9.67 | 3.08 |
| 2024-06-30 | 16,159,023 | 11,840,022 | 8,599,060 | 1.25 | 9.78 | 3.07 |
| 2024-09-30 | 15,410,563 | 12,122,295 | 8,489,623 | 1.28 | 9.78 | 3.13 |
| 2024-12-31 | 15,160,648 | 12,004,758 | 8,456,310 | 1.30 | 9.76 | 3.16 |
| 2025-03-31 | 15,263,140 | 12,039,174 | 8,285,380 | 1.38 | 9.59 | 3.27 |
| 2025-06-30 | 15,418,191 | 12,039,373 | 8,280,498 | 1.37 | 9.50 | 3.28 |
| 2025-09-30 | 15,669,875 | 12,175,315 | 8,391,570 | 1.37 | 9.53 | 3.30 |
| 2025-12-31 | 15,634,835 | 12,127,912 | 8,622,032 | 1.39 | 9.65 | 3.36 |
| 2026-03-31 | 15,511,016 | 12,002,449 | 8,563,146 | 1.34 | 9.12 | 3.41 |
| 2026-06-30 | 21,182,524 | 16,413,186 | 11,890,394 | 1.18 | 8.05 | 3.66 |
87 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 |
|---|---|---|---|
| 2026-04-18 | 1 | 2209553 | 933966 |
| 2022-01-08 | 1 | 3750650 | 933966 |
| 2018-08-11 | 1 | 770367 | 933966 |
| 2017-03-11 | 1 | 2446152 | 933966 |
| 2016-03-01 | 1 | 3170276 | 933966 |
| 2014-05-16 | 1 | 1471577 | 933966 |
| 2009-10-17 | 50 | 91969 | 933966 |
| 2007-06-23 | 1 | 816760 | 933966 |
| 2006-03-31 | 1 | 3130261 | 933966 |
| 2005-02-26 | 1 | 390765 | 933966 |
| 2003-09-20 | 1 | 1864227 | 933966 |
| 2002-06-29 | 1 | 2450832 | 933966 |
| 2002-06-29 | 1 | 98360 | 933966 |
| 2002-06-29 | 1 | 2634324 | 933966 |
| 1999-10-04 | 1 | 605263 | 933966 |
| 1996-03-30 | 1 | 979861 | 933966 |
| 1994-07-09 | 50 | 856065 | 933966 |
| 1994-06-25 | 1 | 476669 | 933966 |
| 1993-10-22 | 50 | 849160 | 933966 |
| 1993-03-08 | 1 | 851761 | 933966 |
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.