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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 |
|---|---|---|---|---|---|---|
| 2018-09-30 | 1,021,455 | 772,217 | 877,571 | 2.53 | 19.23 | 4.66 |
| 2018-12-31 | 1,044,399 | 788,908 | 904,513 | 2.55 | 19.56 | 4.69 |
| 2019-03-31 | 1,060,554 | 804,331 | 881,010 | 2.14 | 16.88 | 4.35 |
| 2019-06-30 | 1,061,465 | 810,062 | 901,897 | 2.37 | 18.47 | 4.37 |
| 2019-09-30 | 1,071,352 | 826,834 | 895,288 | 2.45 | 18.96 | 4.42 |
| 2019-12-31 | 1,416,850 | 1,141,351 | 1,043,681 | 2.36 | 18.76 | 4.39 |
| 2020-03-31 | 1,429,252 | 1,149,952 | 1,024,335 | 1.64 | 13.94 | 4.07 |
| 2020-06-30 | 1,507,309 | 1,229,249 | 1,070,831 | 1.48 | 12.65 | 3.87 |
| 2020-09-30 | 1,517,143 | 1,233,174 | 1,047,572 | 1.68 | 14.34 | 3.77 |
| 2020-12-31 | 1,566,559 | 1,281,818 | 955,912 | 1.86 | 15.92 | 3.68 |
| 2021-03-31 | 1,557,182 | 1,284,516 | 936,704 | 1.57 | 13.57 | 3.16 |
| 2021-06-30 | 1,551,521 | 1,281,707 | 912,952 | 1.61 | 13.76 | 3.03 |
| 2021-09-30 | 1,555,838 | 1,282,979 | 915,663 | 1.81 | 15.35 | 3.22 |
| 2021-12-31 | 1,543,558 | 1,275,291 | 892,599 | 1.76 | 14.78 | 3.20 |
| 2022-03-31 | 1,544,123 | 1,286,749 | 884,169 | 1.57 | 12.93 | 3.19 |
| 2022-06-30 | 1,470,112 | 1,230,592 | 966,337 | 1.57 | 12.76 | 3.39 |
| 2022-09-30 | 1,417,902 | 1,190,135 | 1,051,880 | 1.71 | 13.80 | 3.74 |
| 2022-12-31 | 1,436,326 | 1,200,590 | 1,099,327 | 1.80 | 14.50 | 3.91 |
| 2023-03-31 | 1,458,358 | 1,201,862 | 1,107,259 | 2.12 | 16.56 | 4.39 |
| 2023-06-30 | 1,555,311 | 1,237,121 | 1,197,011 | 1.84 | 14.62 | 4.12 |
| 2023-09-30 | 1,606,013 | 1,283,263 | 1,277,228 | 1.65 | 13.42 | 3.99 |
| 2023-12-31 | 1,657,551 | 1,312,986 | 1,316,847 | 1.62 | 13.29 | 4.01 |
| 2024-03-31 | 1,696,077 | 1,378,813 | 1,359,417 | 1.38 | 11.85 | 3.70 |
| 2024-06-30 | 1,724,347 | 1,405,780 | 1,397,389 | 1.57 | 13.45 | 3.72 |
| 2024-09-30 | 1,771,691 | 1,446,548 | 1,419,628 | 1.66 | 14.25 | 3.78 |
| 2024-12-31 | 1,821,994 | 1,508,434 | 1,455,787 | 1.80 | 15.59 | 3.91 |
| 2025-03-31 | 1,806,913 | 1,531,328 | 1,493,815 | 1.97 | 17.20 | 4.10 |
| 2025-06-30 | 1,817,134 | 1,534,387 | 1,505,862 | 2.30 | 19.76 | 4.34 |
| 2025-09-30 | 1,908,297 | 1,595,841 | 1,578,432 | 2.18 | 18.80 | 4.36 |
| 2025-12-31 | 1,896,697 | 1,600,921 | 1,592,319 | 2.06 | 17.72 | 4.40 |
| 2026-03-31 | 1,950,198 | 1,618,669 | 1,635,425 | 2.05 | 17.66 | 4.21 |
| 2026-06-30 | 2,036,916 | 1,678,368 | 1,713,449 | 2.18 | 18.94 | 4.39 |
19 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 |
|---|---|---|---|
| 2019-11-01 | 1 | 988845 | 48374 |
| 2006-05-16 | 1 | 2822363 | 48374 |
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.