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Research terminalQ2 2026 · 4,313 institutions · refreshed 8/27/2026
Q2 2026 · 4,313 institutions · refreshed 8/27/2026
OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2016-03-31 | 139,966,392 | 105,781,664 | 92,998,052 | 0.98 | 7.92 | 3.09 |
| 2016-06-30 | 141,112,318 | 105,460,944 | 93,379,215 | 0.98 | 7.84 | 3.07 |
| 2016-09-30 | 140,771,408 | 104,866,418 | 92,829,023 | 1.15 | 9.19 | 3.06 |
| 2016-12-31 | 139,776,168 | 107,464,308 | 91,487,612 | 1.14 | 9.18 | 3.06 |
| 2017-03-31 | 137,903,926 | 107,402,224 | 90,896,847 | 0.90 | 7.40 | 3.16 |
| 2017-06-30 | 138,697,934 | 105,703,666 | 90,877,065 | 0.98 | 8.05 | 3.17 |
| 2017-09-30 | 139,988,169 | 105,072,784 | 91,281,727 | 1.62 | 13.25 | 3.20 |
| 2017-12-31 | 140,077,697 | 107,247,607 | 91,162,343 | 1.65 | 13.52 | 3.21 |
| 2018-03-31 | 139,444,809 | 109,885,626 | 91,428,590 | 2.01 | 16.66 | 3.36 |
| 2018-06-30 | 138,847,391 | 108,502,637 | 91,538,324 | 1.91 | 15.81 | 3.41 |
| 2018-09-30 | 139,986,411 | 108,488,017 | 92,931,156 | 1.71 | 14.23 | 3.45 |
| 2018-12-31 | 144,453,358 | 113,038,220 | 94,709,936 | 1.65 | 13.69 | 3.48 |
| 2019-03-31 | 147,397,723 | 113,972,124 | 95,664,512 | 2.33 | 19.16 | 3.47 |
| 2019-06-30 | 167,178,960 | 130,097,730 | 109,314,627 | 1.62 | 12.52 | 3.25 |
| 2019-09-30 | 169,489,479 | 129,875,571 | 109,447,948 | 1.54 | 11.79 | 3.35 |
| 2019-12-31 | 167,845,100 | 132,386,072 | 109,715,850 | 1.62 | 12.29 | 3.40 |
| 2020-03-31 | 183,723,698 | 140,442,751 | 117,271,246 | 0.27 | 2.05 | 3.38 |
| 2020-06-30 | 201,287,430 | 162,636,164 | 113,212,752 | 0.41 | 3.17 | 3.17 |
| 2020-09-30 | 200,454,460 | 162,602,662 | 110,438,257 | 0.70 | 5.54 | 3.06 |
| 2020-12-31 | 203,174,120 | 165,283,948 | 111,027,805 | 0.82 | 6.52 | 2.99 |
| 2021-03-31 | 205,489,635 | 167,823,270 | 112,112,281 | 1.38 | 11.60 | 2.72 |
| 2021-06-30 | 203,979,275 | 168,953,630 | 111,426,905 | 1.42 | 12.04 | 2.76 |
| 2021-09-30 | 206,377,146 | 171,548,492 | 111,156,559 | 1.42 | 12.20 | 2.75 |
| 2021-12-31 | 209,696,785 | 176,296,883 | 114,568,784 | 1.40 | 12.13 | 2.74 |
| 2022-03-31 | 210,152,524 | 176,189,701 | 116,569,961 | 1.06 | 10.06 | 2.71 |
| 2022-06-30 | 205,546,136 | 166,753,712 | 119,351,741 | 1.10 | 10.63 | 2.90 |
| 2022-09-30 | 204,284,544 | 167,835,657 | 119,840,150 | 1.20 | 11.96 | 3.11 |
| 2022-12-31 | 206,289,179 | 169,530,550 | 120,292,189 | 1.29 | 13.02 | 3.27 |
| 2023-03-31 | 207,586,000 | 168,170,000 | 121,391,000 | 1.24 | 12.64 | 3.60 |
| 2023-06-30 | 206,426,000 | 169,829,000 | 120,324,000 | 1.26 | 13.00 | 3.54 |
| 2023-09-30 | 212,148,000 | 174,199,000 | 118,362,000 | 1.32 | 13.94 | 3.49 |
| 2023-12-31 | 213,768,000 | 175,810,000 | 115,290,000 | 1.28 | 13.43 | 3.45 |
| 2024-03-31 | 213,681,000 | 174,985,000 | 114,506,000 | 1.14 | 11.50 | 3.21 |
| 2024-06-30 | 212,484,000 | 172,161,000 | 114,827,000 | 1.23 | 12.40 | 3.22 |
| 2024-09-30 | 213,583,000 | 173,045,000 | 114,975,000 | 1.23 | 12.14 | 3.24 |
| 2024-12-31 | 212,197,000 | 171,700,000 | 118,079,000 | 1.25 | 12.29 | 3.26 |
| 2025-03-31 | 211,921,000 | 169,032,000 | 120,280,000 | 1.13 | 10.66 | 3.31 |
| 2025-06-30 | 209,311,000 | 167,916,000 | 120,630,000 | 1.24 | 11.40 | 3.37 |
| 2025-09-30 | 212,207,000 | 169,671,000 | 121,441,000 | 1.28 | 11.64 | 3.41 |
| 2025-12-31 | 213,730,000 | 175,203,000 | 121,131,000 | 1.34 | 12.12 | 3.44 |
| 2026-03-31 | 296,118,000 | 240,416,000 | 174,693,000 | 0.62 | 5.09 | 3.72 |
| 2026-06-30 | 299,177,000 | 240,928,000 | 176,476,000 | 0.97 | 7.89 | 3.76 |
1,521 current branch locations across 16 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2026-08-01 | 1 | 2534590 | 723112 |
| 2026-02-01 | 1 | 772446 | 723112 |
| 2026-02-01 | 1 | 60143 | 723112 |
| 2024-12-01 | 1 | 3403189 | 723112 |
| 2024-12-01 | 1 | 3314566 | 723112 |
| 2024-12-01 | 1 | 1091238 | 723112 |
| 2023-10-01 | 1 | 5655432 | 723112 |
| 2023-08-01 | 1 | 5757765 | 723112 |
| 2019-05-04 | 1 | 656733 | 723112 |
| 2019-05-03 | 1 | 4471765 | 723112 |
| 2019-02-01 | 1 | 1070363 | 723112 |
| 2019-01-02 | 1 | 2712969 | 723112 |
| 2009-09-30 | 1 | 1408069 | 723112 |
| 2009-09-30 | 1 | 913940 | 723112 |
| 2003-08-29 | 1 | 1070354 | 723112 |
| 2002-12-31 | 1 | 3036242 | 723112 |
| 2001-12-21 | 1 | 1865710 | 723112 |
| 2001-12-21 | 1 | 2713500 | 723112 |
| 2001-03-10 | 1 | 1392869 | 723112 |
| 2000-12-29 | 1 | 95323 | 723112 |
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.