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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 |
|---|---|---|---|---|---|---|
| 2021-03-31 | 1,007,238 | 909,950 | 655,861 | 0.72 | 8.00 | 3.20 |
| 2021-06-30 | 1,000,575 | 907,855 | 676,628 | 0.94 | 10.32 | 3.18 |
| 2021-09-30 | 1,027,994 | 931,786 | 648,737 | 1.06 | 11.63 | 3.41 |
| 2021-12-31 | 1,062,979 | 966,190 | 639,981 | 1.03 | 11.39 | 3.39 |
| 2022-03-31 | 1,053,376 | 961,703 | 624,683 | 0.39 | 4.43 | 2.96 |
| 2022-06-30 | 1,019,589 | 925,876 | 659,515 | 0.70 | 7.98 | 3.16 |
| 2022-09-30 | 1,062,810 | 969,312 | 674,145 | 0.90 | 10.39 | 3.35 |
| 2022-12-31 | 1,037,836 | 926,126 | 679,417 | 0.99 | 11.43 | 3.52 |
| 2023-03-31 | 1,048,558 | 898,093 | 692,795 | 0.98 | 10.93 | 3.70 |
| 2023-06-30 | 1,070,513 | 884,496 | 726,163 | 1.11 | 12.52 | 3.67 |
| 2023-09-30 | 1,069,348 | 913,858 | 755,505 | 1.22 | 13.71 | 3.72 |
| 2023-12-31 | 1,059,667 | 866,372 | 756,358 | 1.17 | 12.90 | 3.72 |
| 2024-03-31 | 1,030,689 | 845,239 | 747,922 | 1.10 | 11.11 | 3.70 |
| 2024-09-30 | 1,174,111 | 1,055,628 | 870,002 | 1.37 | 13.50 | 3.97 |
| 2024-12-31 | 1,180,009 | 1,062,090 | 886,009 | 1.24 | 12.34 | 4.18 |
| 2025-03-31 | 1,175,271 | 1,053,726 | 883,885 | 1.53 | 15.52 | 4.40 |
| 2025-06-30 | 1,237,509 | 1,111,870 | 917,618 | 1.68 | 17.03 | 4.50 |
| 2025-09-30 | 1,369,523 | 1,241,025 | 909,205 | 1.78 | 18.33 | 4.47 |
| 2025-12-31 | 1,428,434 | 1,294,865 | 928,342 | 1.71 | 17.87 | 4.47 |
| 2026-03-31 | 1,557,977 | 1,421,790 | 915,620 | 1.77 | 20.29 | 3.99 |
| 2026-06-30 | 1,517,800 | 1,378,249 | 946,717 | 1.79 | 20.33 | 4.14 |
14 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 |
|---|---|---|---|
| 2024-09-21 | 1 | 168357 | 314257 |
| 2018-04-28 | 1 | 763556 | 314257 |
| 2015-06-15 | 1 | 34153 | 314257 |
| 2005-07-14 | 1 | 844558 | 314257 |
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.