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Research terminalQ2 2026 · 4,313 institutions · refreshed 8/27/2026
Q2 2026 · 4,313 institutions · refreshed 8/27/2026
OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2016-03-31 | 3,812,796 | 3,218,151 | 2,856,945 | 1.27 | 13.84 | 3.45 |
| 2016-06-30 | 3,789,882 | 3,167,474 | 2,883,846 | 1.31 | 13.97 | 3.47 |
| 2016-09-30 | 3,848,789 | 3,197,613 | 2,937,540 | 1.35 | 14.23 | 3.47 |
| 2016-12-31 | 3,946,566 | 3,257,265 | 3,025,587 | 1.40 | 14.65 | 3.46 |
| 2017-03-31 | 4,065,150 | 3,441,183 | 3,053,908 | 1.61 | 16.62 | 3.36 |
| 2017-06-30 | 3,997,971 | 3,320,148 | 3,063,585 | 1.54 | 15.56 | 3.41 |
| 2017-09-30 | 4,039,914 | 3,291,357 | 3,085,231 | 1.49 | 14.78 | 3.45 |
| 2017-12-31 | 4,072,671 | 3,373,770 | 3,107,649 | 1.35 | 13.36 | 3.46 |
| 2018-03-31 | 4,139,342 | 3,485,481 | 3,118,747 | 1.72 | 17.08 | 3.50 |
| 2018-06-30 | 4,313,649 | 3,452,323 | 3,138,029 | 1.84 | 18.31 | 3.50 |
| 2018-09-30 | 4,359,797 | 3,466,543 | 3,129,286 | 1.86 | 18.35 | 3.54 |
| 2018-12-31 | 4,835,856 | 3,993,339 | 3,569,871 | 1.66 | 16.07 | 3.51 |
| 2019-03-31 | 4,854,198 | 4,053,446 | 3,543,581 | 1.78 | 15.78 | 3.63 |
| 2019-06-30 | 4,876,447 | 4,042,680 | 3,504,464 | 1.82 | 15.88 | 3.66 |
| 2019-09-30 | 4,892,949 | 4,039,577 | 3,568,023 | 1.83 | 15.73 | 3.65 |
| 2019-12-31 | 4,956,190 | 4,101,909 | 3,603,655 | 1.81 | 15.56 | 3.63 |
| 2020-03-31 | 5,028,608 | 4,061,645 | 3,587,963 | 2.48 | 20.51 | 3.58 |
| 2020-06-30 | 5,466,782 | 4,416,009 | 3,639,487 | 1.91 | 15.97 | 3.36 |
| 2020-09-30 | 5,447,539 | 4,423,515 | 3,638,006 | 1.76 | 14.79 | 3.27 |
| 2020-12-31 | 5,693,218 | 4,673,894 | 3,596,260 | 1.70 | 14.53 | 3.20 |
| 2021-03-31 | 5,830,772 | 4,815,214 | 3,521,450 | 1.36 | 12.58 | 2.83 |
| 2021-06-30 | 5,840,704 | 4,811,496 | 3,508,244 | 1.43 | 13.20 | 2.84 |
| 2021-09-30 | 5,906,324 | 4,901,553 | 3,502,024 | 1.47 | 13.61 | 2.87 |
| 2021-12-31 | 5,955,821 | 4,951,255 | 3,524,175 | 1.49 | 13.97 | 2.90 |
| 2022-03-31 | 5,965,631 | 5,013,142 | 3,541,590 | 1.48 | 14.71 | 2.77 |
| 2022-06-30 | 6,198,196 | 5,146,779 | 3,548,801 | 1.50 | 15.47 | 2.86 |
| 2022-09-30 | 5,902,691 | 4,967,210 | 3,610,520 | 1.61 | 17.13 | 3.11 |
| 2022-12-31 | 5,832,156 | 4,923,503 | 3,627,737 | 1.73 | 18.83 | 3.31 |
| 2023-03-31 | 6,184,549 | 5,185,576 | 3,870,197 | 1.60 | 17.77 | 3.95 |
| 2023-06-30 | 6,121,476 | 5,027,096 | 3,897,784 | 1.89 | 20.29 | 4.01 |
| 2023-09-30 | 6,050,570 | 4,957,860 | 3,982,706 | 1.92 | 20.45 | 4.05 |
| 2023-12-31 | 6,142,217 | 4,997,075 | 4,101,613 | 1.89 | 19.92 | 4.03 |
| 2024-03-31 | 6,289,515 | 5,105,477 | 4,068,825 | 1.92 | 19.62 | 3.91 |
| 2024-06-30 | 6,320,264 | 5,096,095 | 4,089,542 | 1.89 | 18.97 | 3.91 |
| 2024-09-30 | 6,413,526 | 5,121,558 | 4,135,407 | 1.88 | 18.34 | 3.90 |
| 2024-12-31 | 6,438,179 | 5,260,314 | 4,251,319 | 1.86 | 18.49 | 3.89 |
| 2025-03-31 | 6,602,418 | 5,354,216 | 4,263,490 | 1.88 | 19.49 | 3.81 |
| 2025-06-30 | 6,579,565 | 5,314,431 | 4,318,910 | 1.98 | 19.96 | 3.90 |
| 2025-09-30 | 6,648,838 | 5,311,702 | 4,392,559 | 2.03 | 19.86 | 3.97 |
| 2025-12-31 | 6,703,029 | 5,449,610 | 4,486,800 | 2.01 | 19.78 | 3.98 |
| 2026-03-31 | 6,741,168 | 5,448,988 | 4,475,776 | 1.92 | 19.24 | 3.94 |
| 2026-06-30 | 6,756,219 | 5,426,267 | 4,485,694 | 1.96 | 19.17 | 3.97 |
97 current branch locations across 4 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2023-03-11 | 1 | 2512347 | 1011526 |
| 2018-12-08 | 1 | 1011076 | 1011526 |
| 2018-12-08 | 1 | 842116 | 1011526 |
| 2013-01-10 | 1 | 274678 | 1011526 |
| 2012-06-01 | 1 | 540672 | 1011526 |
| 2005-05-21 | 1 | 3579 | 1011526 |
| 1999-04-26 | 1 | 805625 | 1011526 |
| 1999-04-26 | 1 | 502522 | 1011526 |
| 1999-04-26 | 1 | 565228 | 1011526 |
| 1999-04-26 | 1 | 233125 | 1011526 |
| 1999-04-12 | 1 | 762139 | 1011526 |
| 1998-04-16 | 1 | 2695642 | 1011526 |
| 1998-04-11 | 1 | 2695567 | 1011526 |
| 1998-03-12 | 1 | 2686604 | 1011526 |
| 1998-02-02 | 1 | 2686613 | 1011526 |
| 1997-12-22 | 1 | 907435 | 1011526 |
| 1997-12-22 | 1 | 967532 | 1011526 |
| 1997-12-22 | 1 | 633426 | 1011526 |
| 1997-12-22 | 1 | 1016138 | 1011526 |
| 1997-12-22 | 1 | 1982363 | 1011526 |
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.