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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 |
|---|---|---|---|---|---|---|
| 2023-06-30 | 1,023,921 | 953,125 | 669,136 | 1.98 | 31.87 | 3.97 |
| 2024-03-31 | 1,026,420 | 949,625 | 684,475 | 1.26 | 18.55 | 3.73 |
| 2024-06-30 | 1,060,808 | 980,092 | 703,981 | 1.42 | 20.51 | 3.79 |
| 2024-09-30 | 1,094,222 | 996,733 | 688,581 | 1.86 | 26.47 | 3.76 |
| 2024-12-31 | 1,140,972 | 1,048,351 | 693,550 | 1.54 | 21.99 | 3.80 |
| 2025-03-31 | 1,121,713 | 1,026,476 | 694,202 | 1.60 | 22.62 | 4.04 |
| 2025-06-30 | 1,109,774 | 1,016,268 | 695,725 | 1.33 | 18.74 | 4.02 |
| 2025-09-30 | 1,124,896 | 997,584 | 726,541 | 1.95 | 26.50 | 4.07 |
| 2025-12-31 | 1,203,765 | 1,077,553 | 708,805 | 1.64 | 21.97 | 4.10 |
| 2026-03-31 | 1,370,032 | 1,224,927 | 806,940 | 1.44 | 18.43 | 4.42 |
| 2026-06-30 | 1,362,045 | 1,213,912 | 800,435 | 1.31 | 16.45 | 4.34 |
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 |
|---|---|---|---|
| 2026-03-21 | 1 | 420877 | 257233 |
| 2021-04-16 | 1 | 455477 | 257233 |
| 2017-10-01 | 1 | 358233 | 257233 |
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.