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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 |
|---|---|---|---|---|---|---|
| 2020-09-30 | 1,003,018 | 809,150 | 714,258 | 1.34 | 10.01 | 4.08 |
| 2020-12-31 | 1,026,036 | 815,424 | 702,270 | 1.37 | 10.27 | 4.08 |
| 2021-03-31 | 1,090,158 | 898,110 | 700,410 | 1.35 | 10.78 | 3.82 |
| 2021-06-30 | 1,090,008 | 893,114 | 669,110 | 1.37 | 10.94 | 3.79 |
| 2021-09-30 | 1,084,391 | 888,242 | 646,584 | 1.40 | 11.17 | 3.86 |
| 2021-12-31 | 1,109,448 | 908,756 | 634,120 | 1.35 | 10.75 | 3.81 |
| 2022-03-31 | 1,105,617 | 927,732 | 630,378 | 1.16 | 9.85 | 3.49 |
| 2022-06-30 | 1,106,532 | 925,784 | 658,803 | 1.14 | 10.25 | 3.54 |
| 2022-09-30 | 1,103,350 | 934,234 | 675,495 | 1.19 | 11.14 | 3.66 |
| 2022-12-31 | 1,122,225 | 909,580 | 690,773 | 1.19 | 11.43 | 3.71 |
| 2023-03-31 | 1,115,462 | 912,329 | 704,553 | 1.03 | 10.50 | 3.66 |
| 2023-06-30 | 1,116,683 | 904,479 | 709,805 | 0.99 | 9.98 | 3.59 |
| 2023-09-30 | 1,091,454 | 905,967 | 708,844 | 0.96 | 9.72 | 3.59 |
| 2023-12-31 | 1,117,777 | 889,710 | 704,140 | 0.90 | 9.01 | 3.56 |
| 2024-03-31 | 1,120,957 | 917,082 | 699,819 | 1.05 | 9.89 | 3.28 |
| 2024-06-30 | 1,122,595 | 924,864 | 719,943 | 0.95 | 8.84 | 3.30 |
| 2024-09-30 | 1,147,853 | 934,948 | 715,312 | 0.92 | 8.46 | 3.36 |
| 2024-12-31 | 1,150,445 | 944,275 | 726,002 | 0.90 | 8.27 | 3.41 |
| 2025-03-31 | 1,183,222 | 994,226 | 727,673 | 0.90 | 8.37 | 3.47 |
| 2025-06-30 | 1,178,995 | 983,803 | 740,605 | 0.94 | 8.65 | 3.55 |
| 2025-09-30 | 1,244,068 | 976,638 | 752,473 | 1.00 | 9.23 | 3.59 |
| 2025-12-31 | 1,314,050 | 973,843 | 820,784 | 1.01 | 9.40 | 3.62 |
| 2026-03-31 | 1,352,351 | 1,029,868 | 857,277 | 1.06 | 10.35 | 3.71 |
| 2026-06-30 | 1,414,784 | 1,093,341 | 883,877 | 1.20 | 11.77 | 3.75 |
19 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 |
|---|---|---|---|
| 2013-12-07 | 1 | 378026 | 362717 |
| 2005-01-01 | 1 | 581116 | 362717 |
| 1996-08-01 | 1 | 183314 | 362717 |
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.