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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 | 1,264,214 | 1,120,624 | 992,033 | 1.66 | 15.97 | 4.17 |
| 2016-06-30 | 1,286,369 | 1,130,246 | 1,017,318 | 1.73 | 16.61 | 4.23 |
| 2016-09-30 | 1,302,440 | 1,132,903 | 1,034,670 | 1.70 | 16.20 | 4.23 |
| 2016-12-31 | 1,317,074 | 1,171,173 | 1,024,701 | 1.62 | 15.53 | 4.20 |
| 2017-03-31 | 1,352,761 | 1,198,740 | 996,605 | 1.51 | 14.60 | 3.96 |
| 2017-06-30 | 1,356,862 | 1,170,214 | 1,003,697 | 1.66 | 15.87 | 3.99 |
| 2017-09-30 | 1,340,015 | 1,153,215 | 1,024,885 | 1.66 | 15.69 | 3.97 |
| 2017-12-31 | 1,382,881 | 1,224,182 | 1,056,265 | 1.45 | 13.72 | 3.98 |
| 2018-03-31 | 1,464,928 | 1,299,996 | 1,077,111 | 2.13 | 20.78 | 3.76 |
| 2018-06-30 | 1,467,064 | 1,268,629 | 1,120,292 | 1.69 | 16.43 | 3.80 |
| 2018-09-30 | 1,464,580 | 1,276,730 | 1,116,291 | 1.41 | 13.66 | 3.81 |
| 2018-12-31 | 1,537,103 | 1,318,043 | 1,163,271 | 1.49 | 14.39 | 3.77 |
| 2019-03-31 | 1,629,132 | 1,443,656 | 1,215,364 | 1.05 | 10.47 | 3.49 |
| 2019-06-30 | 1,621,234 | 1,393,223 | 1,240,225 | 1.11 | 11.06 | 3.51 |
| 2019-09-30 | 1,603,404 | 1,364,599 | 1,218,441 | 1.16 | 11.47 | 3.55 |
| 2019-12-31 | 1,724,820 | 1,419,507 | 1,301,209 | 1.17 | 11.66 | 3.54 |
| 2020-03-31 | 1,709,059 | 1,421,439 | 1,312,097 | 1.20 | 12.21 | 3.69 |
| 2020-06-30 | 1,787,987 | 1,497,028 | 1,347,109 | 1.15 | 11.67 | 3.75 |
| 2020-09-30 | 1,797,327 | 1,500,320 | 1,363,326 | 1.27 | 12.73 | 3.77 |
| 2020-12-31 | 1,793,266 | 1,533,413 | 1,338,557 | 1.25 | 12.33 | 3.87 |
| 2021-03-31 | 1,853,102 | 1,588,169 | 1,359,634 | 1.39 | 13.12 | 3.89 |
| 2021-06-30 | 1,934,594 | 1,669,871 | 1,371,699 | 1.37 | 13.02 | 3.91 |
| 2021-09-30 | 1,999,522 | 1,727,560 | 1,363,191 | 1.45 | 13.88 | 4.00 |
| 2021-12-31 | 2,106,370 | 1,834,435 | 1,411,146 | 1.47 | 14.24 | 3.95 |
| 2022-03-31 | 2,376,803 | 2,111,998 | 1,482,679 | 1.21 | 13.22 | 3.66 |
| 2022-06-30 | 2,488,219 | 2,259,821 | 1,582,771 | 1.27 | 14.81 | 3.67 |
| 2022-09-30 | 2,479,838 | 2,272,180 | 1,633,409 | 1.24 | 15.29 | 3.68 |
| 2022-12-31 | 2,502,223 | 2,279,913 | 1,686,630 | 1.22 | 15.36 | 3.63 |
| 2023-03-31 | 2,570,867 | 2,353,268 | 1,738,399 | 0.90 | 12.14 | 3.25 |
| 2023-06-30 | 2,673,058 | 2,408,494 | 1,845,941 | 0.88 | 12.08 | 3.18 |
| 2023-09-30 | 2,718,110 | 2,465,866 | 1,901,729 | 0.91 | 12.88 | 3.17 |
| 2023-12-31 | 2,800,324 | 2,493,922 | 1,958,302 | 0.90 | 12.56 | 3.19 |
| 2024-03-31 | 2,822,316 | 2,497,602 | 2,006,925 | 0.96 | 12.87 | 3.18 |
| 2024-06-30 | 2,906,921 | 2,593,324 | 2,073,508 | 1.01 | 13.50 | 3.28 |
| 2024-09-30 | 2,928,874 | 2,552,640 | 2,133,878 | 1.05 | 13.81 | 3.38 |
| 2024-12-31 | 2,941,699 | 2,692,157 | 2,202,216 | 1.09 | 14.37 | 3.46 |
| 2025-03-31 | 2,977,359 | 2,712,374 | 2,200,201 | 1.32 | 16.87 | 3.75 |
| 2025-06-30 | 2,984,470 | 2,710,188 | 2,239,930 | 1.36 | 16.97 | 3.83 |
| 2025-09-30 | 3,008,576 | 2,672,998 | 2,260,460 | 1.40 | 17.01 | 3.91 |
| 2025-12-31 | 3,050,571 | 2,733,700 | 2,312,076 | 1.36 | 16.29 | 3.89 |
| 2026-03-31 | 3,143,422 | 2,835,352 | 2,367,470 | 1.42 | 15.78 | 4.02 |
| 2026-06-30 | 3,159,678 | 2,712,679 | 2,393,820 | 1.44 | 15.94 | 4.09 |
38 current branch locations across 3 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2019-11-09 | 1 | 967943 | 12946 |
| 2015-01-17 | 1 | 273149 | 12946 |
| 2008-02-09 | 1 | 1871122 | 12946 |
| 1992-03-28 | 50 | 621777 | 12946 |
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.