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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 |
|---|---|---|---|---|---|---|
| 2024-06-30 | 1,066,651 | 974,854 | 785,728 | 0.82 | 9.60 | 3.17 |
| 2024-09-30 | 1,099,072 | 1,002,709 | 809,313 | 0.85 | 10.08 | 3.21 |
| 2024-12-31 | 1,089,131 | 990,853 | 829,079 | 0.91 | 10.75 | 3.27 |
| 2025-03-31 | 1,106,551 | 1,004,746 | 855,354 | 0.95 | 11.03 | 3.51 |
| 2025-06-30 | 1,186,310 | 1,082,719 | 872,033 | 0.96 | 11.28 | 3.51 |
| 2025-09-30 | 1,208,639 | 1,099,591 | 902,399 | 1.01 | 11.83 | 3.54 |
| 2025-12-31 | 1,277,669 | 1,156,059 | 934,986 | 1.03 | 11.91 | 3.55 |
| 2026-03-31 | 1,277,396 | 1,152,508 | 958,102 | 1.12 | 12.20 | 3.60 |
| 2026-06-30 | 1,350,489 | 1,222,686 | 976,710 | 1.05 | 11.48 | 3.60 |
10 current branch locations across 2 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2016-10-08 | 1 | 3637050 | 3821822 |
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.