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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 |
|---|---|---|---|---|---|---|
| 2021-03-31 | 1,059,433 | 948,760 | 624,195 | 1.79 | 17.01 | 3.92 |
| 2021-06-30 | 1,080,082 | 967,759 | 624,409 | 1.86 | 18.10 | 3.92 |
| 2021-09-30 | 1,140,332 | 1,020,232 | 619,674 | 1.77 | 17.48 | 3.93 |
| 2021-12-31 | 1,143,335 | 1,023,091 | 641,740 | 1.76 | 17.45 | 3.91 |
| 2022-03-31 | 1,168,104 | 1,066,763 | 661,433 | 1.65 | 18.23 | 3.97 |
| 2022-06-30 | 1,187,668 | 1,094,914 | 690,555 | 1.62 | 19.22 | 3.96 |
| 2022-09-30 | 1,200,037 | 1,115,982 | 736,700 | 1.55 | 19.66 | 3.93 |
| 2022-12-31 | 1,206,911 | 1,082,170 | 776,302 | 1.59 | 20.54 | 3.96 |
| 2023-03-31 | 1,209,517 | 1,083,091 | 791,383 | 1.43 | 19.03 | 3.84 |
| 2023-06-30 | 1,226,980 | 1,105,666 | 810,823 | 1.36 | 18.04 | 3.87 |
| 2023-09-30 | 1,244,596 | 1,126,751 | 826,860 | 1.46 | 19.62 | 3.91 |
| 2023-12-31 | 1,232,121 | 1,079,549 | 849,888 | 1.45 | 19.07 | 3.94 |
| 2024-03-31 | 1,272,301 | 1,105,869 | 861,302 | 1.58 | 19.09 | 4.33 |
| 2024-06-30 | 1,270,867 | 1,101,797 | 873,988 | 1.63 | 19.53 | 4.23 |
| 2024-09-30 | 1,299,364 | 1,122,114 | 884,332 | 1.70 | 20.14 | 4.21 |
| 2024-12-31 | 1,308,306 | 1,159,774 | 883,457 | 1.63 | 19.41 | 4.22 |
| 2025-03-31 | 1,305,464 | 1,169,172 | 893,688 | 1.72 | 20.00 | 4.29 |
| 2025-06-30 | 1,329,149 | 1,198,149 | 891,800 | 1.79 | 20.40 | 4.40 |
| 2025-09-30 | 1,349,083 | 1,209,663 | 906,610 | 1.94 | 21.70 | 4.47 |
| 2025-12-31 | 1,351,861 | 1,208,220 | 919,468 | 1.96 | 21.49 | 4.54 |
| 2026-03-31 | 1,373,215 | 1,231,540 | 930,649 | 2.32 | 23.97 | 4.69 |
| 2026-06-30 | 1,374,878 | 1,230,950 | 947,326 | 2.28 | 23.56 | 4.80 |
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 |
|---|---|---|---|
| 2021-01-30 | 1 | 770068 | 596062 |
| 2016-10-01 | 1 | 302665 | 596062 |
| 2011-03-12 | 1 | 386357 | 596062 |
| 2004-02-27 | 1 | 171852 | 596062 |
| 1999-01-01 | 1 | 534961 | 596062 |
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.