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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 |
|---|---|---|---|---|---|---|
| 2016-03-31 | 2,592,759 | 2,256,954 | 1,948,942 | 1.18 | 11.56 | 3.87 |
| 2016-06-30 | 2,690,453 | 2,328,707 | 2,023,989 | 1.17 | 11.41 | 3.85 |
| 2016-09-30 | 2,727,381 | 2,356,318 | 2,035,222 | 1.17 | 11.36 | 3.87 |
| 2016-12-31 | 2,921,775 | 2,582,186 | 2,129,682 | 1.16 | 11.34 | 3.82 |
| 2017-03-31 | 2,953,846 | 2,609,066 | 2,097,632 | 1.10 | 10.98 | 3.82 |
| 2017-06-30 | 3,011,515 | 2,662,989 | 2,155,018 | 1.12 | 11.18 | 3.84 |
| 2017-09-30 | 3,061,022 | 2,711,212 | 2,166,035 | 1.13 | 11.39 | 3.89 |
| 2017-12-31 | 3,063,820 | 2,724,344 | 2,164,953 | 0.97 | 9.80 | 3.92 |
| 2018-03-31 | 3,047,772 | 2,702,067 | 2,184,405 | 1.40 | 14.23 | 4.09 |
| 2018-06-30 | 3,085,871 | 2,698,681 | 2,293,311 | 1.42 | 14.31 | 4.19 |
| 2018-09-30 | 3,173,292 | 2,779,694 | 2,363,534 | 1.45 | 14.80 | 4.26 |
| 2018-12-31 | 3,438,760 | 3,068,036 | 2,515,975 | 1.47 | 15.16 | 4.31 |
| 2019-03-31 | 3,395,651 | 3,008,740 | 2,509,061 | 1.63 | 16.90 | 4.39 |
| 2019-06-30 | 3,434,595 | 3,027,091 | 2,543,773 | 1.67 | 16.92 | 4.45 |
| 2019-09-30 | 3,569,064 | 3,141,089 | 2,562,168 | 1.65 | 16.57 | 4.42 |
| 2019-12-31 | 3,722,917 | 3,280,960 | 2,618,015 | 1.64 | 16.46 | 4.37 |
| 2020-03-31 | 3,720,220 | 3,256,505 | 2,615,285 | 1.56 | 14.85 | 4.14 |
| 2020-06-30 | 4,256,325 | 3,784,028 | 3,009,454 | 1.50 | 14.66 | 3.93 |
| 2020-09-30 | 4,301,259 | 3,815,755 | 3,055,133 | 1.48 | 14.59 | 3.90 |
| 2020-12-31 | 4,553,698 | 4,069,330 | 3,040,730 | 1.47 | 14.75 | 3.91 |
| 2021-03-31 | 4,733,703 | 4,246,098 | 3,050,836 | 1.48 | 15.97 | 3.69 |
| 2021-06-30 | 4,924,873 | 4,413,946 | 2,972,967 | 1.43 | 15.48 | 3.61 |
| 2021-09-30 | 5,103,549 | 4,570,375 | 3,079,498 | 1.42 | 15.51 | 3.51 |
| 2021-12-31 | 5,179,291 | 4,643,809 | 3,176,170 | 1.39 | 15.12 | 3.52 |
| 2022-03-31 | 5,424,732 | 4,839,990 | 3,176,587 | 1.32 | 14.83 | 3.40 |
| 2022-06-30 | 5,327,028 | 4,774,975 | 3,187,806 | 1.38 | 15.58 | 3.51 |
| 2022-09-30 | 5,467,951 | 4,912,805 | 3,260,245 | 1.42 | 16.01 | 3.67 |
| 2022-12-31 | 5,328,781 | 4,762,849 | 3,445,476 | 1.45 | 16.19 | 3.89 |
| 2023-03-31 | 5,134,465 | 4,540,525 | 3,358,559 | 1.84 | 18.97 | 4.59 |
| 2023-06-30 | 5,251,886 | 4,641,059 | 3,420,611 | 1.75 | 17.91 | 4.45 |
| 2023-09-30 | 5,377,981 | 4,753,280 | 3,483,043 | 1.73 | 17.57 | 4.40 |
| 2023-12-31 | 5,311,380 | 4,671,033 | 3,579,724 | 1.71 | 17.12 | 4.40 |
| 2024-03-31 | 5,715,300 | 4,962,013 | 3,621,277 | 1.69 | 16.35 | 4.05 |
| 2024-06-30 | 5,270,233 | 4,600,442 | 3,607,938 | 1.68 | 15.85 | 4.08 |
| 2024-09-30 | 5,420,748 | 4,712,269 | 3,628,293 | 1.68 | 15.57 | 4.11 |
| 2024-12-31 | 5,376,767 | 4,706,468 | 3,603,105 | 1.68 | 15.59 | 4.13 |
| 2025-03-31 | 5,683,576 | 4,982,174 | 3,508,751 | 1.71 | 15.82 | 4.16 |
| 2025-06-30 | 5,479,564 | 4,764,699 | 3,547,467 | 1.72 | 15.54 | 4.21 |
| 2025-09-30 | 5,631,419 | 4,911,000 | 3,532,383 | 1.72 | 15.54 | 4.22 |
| 2025-12-31 | 5,692,809 | 4,985,370 | 3,572,570 | 1.73 | 15.46 | 4.24 |
| 2026-03-31 | 5,836,466 | 5,120,775 | 3,539,953 | 1.71 | 14.93 | 4.20 |
| 2026-06-30 | 5,834,435 | 5,096,373 | 3,626,604 | 1.74 | 15.04 | 4.21 |
34 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 |
|---|---|---|---|
| 2018-10-11 | 1 | 685368 | 808260 |
| 2016-11-19 | 1 | 686963 | 808260 |
| 1985-03-23 | 50 | 257167 | 808260 |
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.