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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 |
|---|---|---|---|---|---|---|
| 2019-09-30 | 1,204,722 | 1,013,740 | 837,135 | 1.17 | 9.57 | 3.60 |
| 2019-12-31 | 1,373,920 | 1,179,455 | 898,734 | 1.16 | 9.72 | 3.45 |
| 2020-03-31 | 1,360,691 | 1,165,482 | 914,030 | 1.25 | 10.06 | 3.24 |
| 2020-06-30 | 1,448,082 | 1,245,857 | 925,007 | 1.07 | 8.64 | 3.13 |
| 2020-09-30 | 1,467,968 | 1,261,120 | 905,935 | 1.00 | 8.15 | 3.04 |
| 2020-12-31 | 1,519,781 | 1,317,207 | 876,981 | 0.98 | 8.09 | 2.94 |
| 2021-03-31 | 1,598,716 | 1,400,093 | 890,648 | 0.96 | 8.42 | 2.58 |
| 2021-06-30 | 1,631,319 | 1,422,069 | 882,223 | 1.05 | 9.25 | 2.50 |
| 2021-09-30 | 1,613,737 | 1,398,567 | 869,236 | 1.18 | 10.30 | 2.49 |
| 2021-12-31 | 1,658,656 | 1,445,285 | 965,976 | 1.07 | 9.38 | 3.06 |
| 2022-03-31 | 1,725,724 | 1,517,659 | 1,035,551 | 0.71 | 6.56 | 2.63 |
| 2022-06-30 | 1,712,432 | 1,520,622 | 1,068,673 | 0.80 | 7.62 | 2.84 |
| 2022-09-30 | 1,718,482 | 1,517,168 | 1,120,408 | 0.83 | 8.13 | 2.94 |
| 2022-12-31 | 1,784,652 | 1,564,557 | 1,170,099 | 0.91 | 9.02 | 3.03 |
| 2023-03-31 | 1,805,573 | 1,562,605 | 1,177,227 | 0.82 | 8.54 | 2.85 |
| 2023-06-30 | 1,820,242 | 1,581,882 | 1,155,441 | 0.57 | 5.97 | 2.84 |
| 2023-09-30 | 1,808,805 | 1,551,973 | 1,192,173 | 0.62 | 6.50 | 2.85 |
| 2023-12-31 | 1,883,414 | 1,610,579 | 1,240,026 | 0.74 | 7.69 | 2.80 |
| 2024-03-31 | 1,896,797 | 1,620,923 | 1,270,490 | 0.71 | 7.25 | 2.70 |
| 2024-06-30 | 1,903,351 | 1,655,164 | 1,253,793 | 0.50 | 5.17 | 2.77 |
| 2024-09-30 | 1,915,253 | 1,648,396 | 1,260,527 | 0.58 | 5.90 | 2.77 |
| 2024-12-31 | 1,959,673 | 1,702,840 | 1,313,061 | 0.67 | 6.74 | 2.80 |
| 2025-03-31 | 1,983,398 | 1,709,809 | 1,340,061 | 0.89 | 8.92 | 2.97 |
| 2025-06-30 | 2,023,686 | 1,727,563 | 1,360,986 | 0.97 | 9.58 | 3.03 |
| 2025-09-30 | 2,058,211 | 1,736,564 | 1,384,101 | 0.98 | 9.63 | 3.09 |
| 2025-12-31 | 2,520,177 | 2,125,580 | 1,787,961 | 1.06 | 10.40 | 3.17 |
| 2026-03-31 | 2,582,570 | 2,152,772 | 1,865,995 | 1.31 | 12.90 | 3.73 |
| 2026-06-30 | 2,603,348 | 2,131,878 | 1,888,250 | 1.30 | 12.72 | 3.64 |
36 current branch locations across 4 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2025-12-06 | 1 | 943853 | 939249 |
| 2025-12-06 | 1 | 286840 | 939249 |
| 2025-10-18 | 1 | 477844 | 939249 |
| 2022-01-01 | 1 | 792248 | 939249 |
| 2019-10-12 | 1 | 772240 | 939249 |
| 2019-08-17 | 1 | 231149 | 939249 |
| 2015-12-05 | 1 | 913838 | 939249 |
| 2011-07-16 | 1 | 183042 | 939249 |
| 2010-04-17 | 1 | 2632599 | 939249 |
| 2009-07-18 | 1 | 403348 | 939249 |
| 2008-10-11 | 1 | 149945 | 939249 |
| 2007-07-14 | 1 | 265948 | 939249 |
| 2007-02-12 | 1 | 2389884 | 939249 |
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.