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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 |
|---|---|---|---|---|---|---|
| 2021-12-31 | 1,041,787 | 0 | 0 | 12.21 | 14.58 | 0.89 |
| 2022-03-31 | 1,043,979 | 0 | 0 | 10.20 | 12.14 | -0.66 |
| 2022-06-30 | 1,111,631 | 0 | 0 | 12.83 | 15.29 | 0.45 |
| 2022-09-30 | 1,178,279 | 0 | 0 | 14.18 | 16.93 | 1.43 |
| 2022-12-31 | 1,176,504 | 0 | 0 | 20.85 | 24.87 | 2.53 |
| 2023-03-31 | 1,295,597 | 0 | 0 | 30.88 | 36.72 | 5.21 |
| 2023-06-30 | 1,174,778 | 0 | 0 | 32.57 | 38.67 | 6.37 |
| 2023-09-30 | 1,155,579 | 0 | 0 | 31.50 | 37.43 | 6.58 |
| 2023-12-31 | 1,317,320 | 0 | 0 | 29.88 | 35.72 | 6.05 |
| 2024-03-31 | 1,150,138 | 0 | 0 | 23.01 | 27.60 | 5.60 |
| 2024-06-30 | 1,125,843 | 0 | 0 | 27.83 | 33.24 | 5.57 |
| 2024-09-30 | 1,142,761 | 0 | 0 | 29.54 | 35.31 | 5.55 |
| 2024-12-31 | 1,091,490 | 0 | 0 | 29.73 | 35.34 | 5.50 |
| 2025-03-31 | 1,088,244 | 0 | 0 | 27.52 | 32.03 | 4.83 |
| 2025-06-30 | 1,101,721 | 0 | 0 | 31.00 | 36.03 | 4.84 |
| 2025-09-30 | 1,138,966 | 0 | 0 | 31.79 | 37.23 | 4.71 |
| 2025-12-31 | 1,095,378 | 0 | 0 | 31.30 | 36.63 | 4.63 |
| 2026-03-31 | 1,133,453 | 0 | 0 | 26.75 | 31.72 | 4.01 |
| 2026-06-30 | 1,033,105 | 0 | 0 | 27.53 | 33.09 | 4.42 |
0 current branch locations across 0 states as of Unavailable. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2007-01-01 | 1 | 3116069 | 2600039 |
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.