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Research terminalQ2 2026 · 4,313 institutions · refreshed 8/27/2026 · database outage
Q2 2026 · 4,313 institutions · refreshed 8/27/2026
OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2024-06-30 | 1,025,174 | 811,359 | 854,900 | 1.40 | 10.56 | 4.17 |
| 2024-09-30 | 1,030,421 | 811,428 | 873,987 | 1.38 | 10.34 | 4.19 |
| 2024-12-31 | 1,069,138 | 857,023 | 865,893 | 1.32 | 9.99 | 4.17 |
| 2025-03-31 | 1,079,448 | 862,884 | 885,390 | 1.42 | 10.89 | 4.10 |
| 2025-06-30 | 1,098,916 | 878,437 | 900,378 | 1.49 | 11.33 | 4.17 |
| 2025-09-30 | 1,109,100 | 888,184 | 907,318 | 1.49 | 11.23 | 4.25 |
| 2025-12-31 | 1,119,590 | 900,207 | 894,529 | 1.55 | 11.69 | 4.28 |
| 2026-03-31 | 1,117,417 | 897,881 | 897,324 | 2.06 | 15.10 | 4.33 |
| 2026-06-30 | 1,113,786 | 890,561 | 916,922 | 1.79 | 12.93 | 4.44 |
11 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 |
|---|---|---|---|
| 1990-12-14 | 50 | 218234 | 372538 |
| 1987-12-11 | 50 | 538736 | 372538 |
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.