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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 |
|---|---|---|---|---|---|---|
| 2023-03-31 | 1,021,375 | 739,296 | 698,188 | 0.65 | 7.86 | 1.94 |
| 2023-06-30 | 1,027,873 | 732,961 | 706,527 | 0.44 | 5.37 | 1.75 |
| 2023-09-30 | 1,037,854 | 727,594 | 708,990 | 0.35 | 4.25 | 1.67 |
| 2024-03-31 | 1,058,165 | 774,236 | 717,780 | 0.48 | 5.02 | 1.80 |
| 2024-06-30 | 1,089,757 | 788,006 | 738,233 | 0.70 | 7.35 | 1.99 |
| 2024-09-30 | 1,108,863 | 846,868 | 741,792 | 0.87 | 8.99 | 2.00 |
| 2024-12-31 | 1,091,828 | 912,635 | 744,921 | 0.75 | 7.77 | 2.02 |
| 2025-03-31 | 1,141,659 | 913,386 | 767,272 | 0.66 | 6.86 | 2.27 |
| 2025-06-30 | 1,152,626 | 925,714 | 788,774 | 0.71 | 7.38 | 2.36 |
| 2025-09-30 | 1,145,528 | 913,139 | 785,777 | 0.76 | 7.80 | 2.42 |
| 2025-12-31 | 1,154,050 | 920,034 | 798,436 | 0.87 | 8.74 | 2.48 |
| 2026-03-31 | 1,183,388 | 919,978 | 818,761 | 1.00 | 9.66 | 2.91 |
| 2026-06-30 | 1,231,229 | 927,557 | 854,494 | 1.06 | 10.24 | 2.90 |
8 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 |
|---|---|---|---|
| 2016-07-09 | 1 | 727156 | 151957 |
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.