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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 |
|---|---|---|---|---|---|---|
| 2024-06-30 | 1,010,546 | 831,624 | 755,786 | 0.89 | 9.34 | 2.79 |
| 2024-09-30 | 1,034,421 | 880,966 | 787,160 | 1.00 | 10.51 | 2.85 |
| 2024-12-31 | 1,053,475 | 869,060 | 808,881 | 1.10 | 11.55 | 2.93 |
| 2025-03-31 | 1,069,169 | 904,029 | 799,971 | 1.27 | 13.38 | 3.09 |
| 2025-06-30 | 1,100,361 | 895,477 | 839,619 | 1.27 | 13.46 | 3.14 |
| 2025-09-30 | 1,073,521 | 925,162 | 843,497 | 1.35 | 14.12 | 3.24 |
| 2025-12-31 | 1,125,175 | 953,005 | 877,226 | 1.39 | 14.37 | 3.30 |
| 2026-03-31 | 1,113,298 | 969,709 | 874,695 | 1.45 | 14.31 | 3.49 |
| 2026-06-30 | 1,134,968 | 989,999 | 899,107 | 1.51 | 14.83 | 3.53 |
18 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 |
|---|---|---|---|
| 2025-10-15 | 1 | 1008450 | 499453 |
| 2020-11-16 | 1 | 735656 | 499453 |
| 2018-12-04 | 1 | 178057 | 499453 |
| 2010-05-01 | 1 | 422358 | 499453 |
| 2010-05-01 | 1 | 922456 | 499453 |
| 2009-09-18 | 1 | 85856 | 499453 |
| 2007-09-15 | 1 | 481551 | 499453 |
| 2006-05-13 | 1 | 545855 | 499453 |
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.