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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 |
|---|---|---|---|---|---|---|
| 2024-03-31 | 1,001,864 | 922,534 | 653,378 | 1.05 | 14.41 | 3.35 |
| 2025-06-30 | 1,000,539 | 908,460 | 753,523 | 1.53 | 18.62 | 4.03 |
| 2026-03-31 | 983,396 | 861,955 | 784,069 | 1.07 | 11.23 | 4.44 |
| 2026-06-30 | 989,832 | 847,973 | 790,434 | 1.33 | 13.82 | 4.47 |
15 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 |
|---|---|---|---|
| 2020-02-01 | 1 | 449841 | 785147 |
| 1991-06-01 | 1 | 974044 | 785147 |
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.