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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 | 6,677,411 | 4,315,602 | 4,749,361 | 0.82 | 7.72 | 3.32 |
| 2016-06-30 | 6,732,751 | 4,405,284 | 4,795,548 | 0.80 | 7.59 | 3.31 |
| 2016-09-30 | 6,623,451 | 4,487,931 | 4,813,753 | 0.90 | 8.41 | 3.32 |
| 2016-12-31 | 6,642,231 | 4,978,098 | 4,836,195 | 0.96 | 8.89 | 3.36 |
| 2017-03-31 | 6,745,360 | 4,982,077 | 4,868,855 | 1.03 | 9.18 | 3.47 |
| 2017-06-30 | 7,358,664 | 5,545,132 | 5,336,482 | 0.93 | 8.04 | 3.56 |
| 2017-09-30 | 7,359,378 | 5,569,355 | 5,344,754 | 1.04 | 8.74 | 3.61 |
| 2017-12-31 | 7,281,983 | 5,597,854 | 5,373,911 | 0.85 | 7.04 | 3.64 |
| 2018-03-31 | 7,293,875 | 5,720,843 | 5,337,316 | 1.35 | 10.69 | 3.69 |
| 2018-06-30 | 7,630,340 | 5,924,936 | 5,595,815 | 1.57 | 12.25 | 3.76 |
| 2018-09-30 | 7,667,286 | 5,911,942 | 5,620,308 | 1.51 | 11.73 | 3.77 |
| 2018-12-31 | 7,812,063 | 5,920,231 | 5,738,242 | 1.51 | 11.68 | 3.78 |
| 2019-03-31 | 7,953,940 | 6,154,857 | 5,831,031 | 1.33 | 10.33 | 3.75 |
| 2019-06-30 | 8,052,299 | 6,180,959 | 5,968,021 | 1.39 | 10.74 | 3.78 |
| 2019-09-30 | 8,132,244 | 6,702,493 | 6,069,801 | 1.39 | 10.73 | 3.80 |
| 2019-12-31 | 8,288,367 | 6,700,163 | 6,153,487 | 1.39 | 10.68 | 3.79 |
| 2020-03-31 | 8,491,951 | 6,945,700 | 6,260,640 | 0.30 | 2.32 | 3.66 |
| 2020-06-30 | 9,340,001 | 7,800,640 | 6,871,032 | 0.73 | 5.79 | 3.49 |
| 2020-09-30 | 9,264,541 | 7,718,089 | 6,899,396 | 0.79 | 6.36 | 3.41 |
| 2020-12-31 | 9,055,507 | 7,469,302 | 6,693,299 | 0.90 | 7.24 | 3.40 |
| 2021-03-31 | 9,393,257 | 7,888,039 | 6,660,725 | 1.79 | 14.94 | 3.37 |
| 2021-06-30 | 9,377,326 | 7,911,602 | 6,663,017 | 1.56 | 13.03 | 3.32 |
| 2021-09-30 | 9,446,754 | 7,948,206 | 6,658,310 | 1.55 | 12.89 | 3.33 |
| 2021-12-31 | 9,521,721 | 7,990,384 | 6,765,282 | 1.54 | 12.85 | 3.32 |
| 2022-03-31 | 9,616,830 | 8,211,751 | 6,871,421 | 1.22 | 10.52 | 3.18 |
| 2022-06-30 | 9,499,563 | 8,080,055 | 7,039,019 | 1.29 | 11.25 | 3.32 |
| 2022-09-30 | 9,550,335 | 8,104,977 | 7,266,627 | 1.35 | 12.01 | 3.50 |
| 2022-12-31 | 9,776,999 | 8,039,401 | 7,551,098 | 1.40 | 12.52 | 3.64 |
| 2023-03-31 | 11,084,845 | 9,271,250 | 8,534,103 | 1.27 | 11.58 | 4.05 |
| 2023-06-30 | 11,288,699 | 9,192,067 | 8,682,584 | 1.45 | 13.29 | 4.01 |
| 2023-09-30 | 11,392,581 | 9,292,087 | 8,800,510 | 1.45 | 13.39 | 3.97 |
| 2023-12-31 | 11,410,200 | 9,248,669 | 8,880,858 | 1.50 | 13.73 | 3.92 |
| 2024-03-31 | 11,664,455 | 9,508,752 | 8,912,663 | 1.36 | 12.17 | 3.55 |
| 2024-06-30 | 11,596,680 | 9,493,254 | 8,922,001 | 1.35 | 12.00 | 3.60 |
| 2024-09-30 | 11,953,428 | 9,836,248 | 8,886,169 | 1.28 | 11.32 | 3.60 |
| 2024-12-31 | 11,554,210 | 9,761,165 | 8,916,836 | 1.29 | 11.28 | 3.62 |
| 2025-03-31 | 11,756,097 | 9,950,424 | 9,014,796 | 1.19 | 9.98 | 3.65 |
| 2025-06-30 | 12,205,300 | 10,194,912 | 9,480,842 | 1.19 | 9.93 | 3.79 |
| 2025-09-30 | 12,279,028 | 10,316,964 | 9,621,249 | 1.27 | 10.51 | 3.87 |
| 2025-12-31 | 12,311,455 | 10,343,364 | 9,653,723 | 1.33 | 11.02 | 3.93 |
| 2026-03-31 | 12,232,517 | 10,513,054 | 9,336,280 | 1.29 | 10.48 | 3.92 |
| 2026-06-30 | 12,175,009 | 10,334,093 | 9,384,568 | 1.40 | 11.32 | 4.00 |
129 current branch locations across 2 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2025-05-01 | 1 | 2887399 | 42420 |
| 2023-02-01 | 1 | 411512 | 42420 |
| 2018-05-01 | 1 | 444471 | 42420 |
| 2017-04-03 | 1 | 616410 | 42420 |
| 2015-10-01 | 1 | 453026 | 42420 |
| 2006-09-29 | 1 | 3130337 | 42420 |
| 2006-08-29 | 1 | 444172 | 42420 |
| 2006-01-01 | 1 | 1149719 | 42420 |
| 2006-01-01 | 1 | 2803072 | 42420 |
| 2006-01-01 | 1 | 1860500 | 42420 |
| 2004-05-25 | 1 | 190479 | 42420 |
| 2003-12-05 | 1 | 688275 | 42420 |
| 2002-10-15 | 1 | 161022 | 42420 |
| 1997-09-27 | 1 | 625672 | 42420 |
| 1995-11-14 | 1 | 591816 | 42420 |
| 1995-11-14 | 1 | 333119 | 42420 |
| 1995-11-14 | 1 | 347518 | 42420 |
| 1995-11-14 | 1 | 944524 | 42420 |
| 1995-11-14 | 1 | 954729 | 42420 |
| 1995-11-14 | 1 | 1001620 | 42420 |
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.