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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 |
|---|---|---|---|---|---|---|
| 2016-03-31 | 10,316,558 | 3,003,641 | 8,822,500 | 4.82 | 33.45 | 24.73 |
| 2016-06-30 | 10,431,481 | 3,510,031 | 9,044,756 | 4.31 | 29.93 | 25.26 |
| 2016-09-30 | 10,938,516 | 3,924,583 | 9,330,310 | 4.49 | 31.07 | 25.86 |
| 2016-12-31 | 11,814,228 | 4,176,879 | 10,151,164 | 4.28 | 30.23 | 25.59 |
| 2017-03-31 | 10,949,779 | 3,823,647 | 9,300,435 | 3.56 | 26.08 | 24.97 |
| 2017-06-30 | 11,625,835 | 4,258,173 | 9,495,380 | 3.88 | 27.81 | 25.01 |
| 2017-09-30 | 12,815,252 | 5,050,461 | 9,799,549 | 4.03 | 28.96 | 24.63 |
| 2017-12-31 | 15,052,604 | 5,431,178 | 11,599,961 | 3.72 | 27.70 | 23.34 |
| 2018-03-31 | 14,142,490 | 5,156,271 | 10,763,655 | 3.68 | 29.89 | 21.75 |
| 2018-06-30 | 13,446,150 | 5,237,997 | 10,709,783 | 3.85 | 30.76 | 22.16 |
| 2018-09-30 | 13,764,069 | 5,330,975 | 10,666,986 | 4.50 | 35.85 | 22.62 |
| 2018-12-31 | 14,254,311 | 5,283,989 | 11,309,664 | 4.24 | 33.55 | 22.39 |
| 2019-03-31 | 13,170,786 | 4,945,890 | 10,277,662 | 3.59 | 26.35 | 22.12 |
| 2019-06-30 | 13,733,064 | 5,241,891 | 10,743,774 | 3.39 | 24.96 | 21.76 |
| 2019-09-30 | 13,836,207 | 5,335,877 | 10,583,488 | 3.53 | 25.95 | 22.46 |
| 2019-12-31 | 13,958,152 | 5,146,311 | 11,107,161 | 3.27 | 24.26 | 22.50 |
| 2020-03-31 | 12,143,555 | 4,749,105 | 8,845,445 | 1.41 | 11.01 | 24.27 |
| 2020-06-30 | 10,921,064 | 4,294,406 | 7,727,937 | 1.95 | 14.60 | 21.68 |
| 2020-09-30 | 10,082,814 | 3,825,976 | 7,313,538 | 2.50 | 17.95 | 21.85 |
| 2020-12-31 | 10,125,921 | 3,647,692 | 7,734,426 | 2.90 | 20.24 | 22.11 |
| 2021-03-31 | 9,129,768 | 3,465,869 | 6,886,313 | 8.10 | 45.43 | 23.16 |
| 2021-06-30 | 9,126,969 | 3,274,012 | 6,855,622 | 7.97 | 42.36 | 20.95 |
| 2021-09-30 | 8,962,018 | 3,126,051 | 6,404,546 | 7.73 | 39.43 | 21.61 |
| 2021-12-31 | 9,793,432 | 3,701,180 | 7,140,162 | 6.40 | 33.62 | 21.58 |
| 2022-03-31 | 9,318,376 | 3,466,680 | 6,684,206 | 6.05 | 34.32 | 22.44 |
| 2022-06-30 | 9,198,450 | 3,557,863 | 6,702,448 | 4.40 | 24.74 | 21.80 |
| 2022-09-30 | 8,826,419 | 3,975,254 | 6,598,145 | 5.03 | 29.19 | 22.34 |
| 2022-12-31 | 9,120,524 | 4,638,683 | 7,101,255 | 4.03 | 24.27 | 22.40 |
| 2023-03-31 | 8,551,192 | 4,363,683 | 6,566,786 | 5.87 | 40.47 | 23.25 |
| 2023-06-30 | 8,404,379 | 4,319,154 | 6,408,488 | 5.25 | 35.73 | 22.77 |
| 2023-09-30 | 8,227,293 | 4,266,558 | 6,296,222 | 5.57 | 36.92 | 23.18 |
| 2023-12-31 | 8,680,849 | 4,339,477 | 6,706,291 | 5.20 | 34.13 | 22.85 |
| 2024-03-31 | 8,098,669 | 3,864,223 | 6,180,875 | 4.27 | 26.96 | 21.78 |
| 2024-06-30 | 7,792,517 | 3,530,374 | 5,913,389 | 5.01 | 31.95 | 21.73 |
| 2024-09-30 | 7,521,405 | 3,202,720 | 5,759,657 | 5.35 | 34.57 | 22.21 |
| 2024-12-31 | 8,094,486 | 3,260,276 | 6,143,003 | 4.58 | 30.30 | 21.65 |
| 2025-03-31 | 7,663,180 | 3,221,855 | 5,742,549 | 5.17 | 35.77 | 21.59 |
| 2025-06-30 | 7,439,587 | 3,404,521 | 5,635,462 | 4.91 | 34.13 | 21.52 |
| 2025-09-30 | 7,308,385 | 3,622,413 | 5,585,175 | 5.49 | 38.53 | 21.88 |
| 2025-12-31 | 7,760,444 | 3,743,381 | 5,986,172 | 4.91 | 34.79 | 21.85 |
| 2026-03-31 | 7,766,339 | 3,958,148 | 5,639,081 | 5.25 | 38.74 | 22.18 |
| 2026-06-30 | 7,370,991 | 4,008,565 | 5,592,157 | 4.96 | 36.37 | 21.93 |
1 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 |
|---|---|---|---|
| 2009-10-30 | 1 | 1885848 | 1391778 |
| 2003-09-12 | 7 | 2742667 | 1391778 |
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.