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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 |
|---|---|---|---|---|---|---|
| 2021-03-31 | 1,083,002 | 967,078 | 686,803 | 1.18 | 12.75 | 3.95 |
| 2021-06-30 | 1,102,949 | 986,227 | 687,645 | 1.13 | 12.34 | 3.90 |
| 2021-09-30 | 1,160,993 | 1,042,547 | 718,779 | 1.00 | 11.01 | 3.81 |
| 2021-12-31 | 1,253,042 | 1,131,737 | 730,659 | 0.93 | 10.55 | 3.70 |
| 2022-03-31 | 1,321,543 | 1,203,044 | 750,422 | 0.81 | 10.38 | 3.13 |
| 2022-06-30 | 1,301,578 | 1,186,505 | 805,820 | 0.77 | 10.04 | 3.33 |
| 2022-09-30 | 1,338,856 | 1,144,945 | 873,491 | 0.82 | 11.00 | 3.47 |
| 2022-12-31 | 1,369,956 | 1,081,008 | 908,192 | 0.90 | 12.11 | 3.50 |
| 2023-03-31 | 1,406,999 | 1,125,169 | 929,093 | 0.52 | 7.30 | 3.11 |
| 2023-06-30 | 1,429,870 | 1,080,878 | 953,073 | 0.48 | 6.69 | 2.97 |
| 2023-09-30 | 1,448,606 | 1,135,995 | 986,222 | 0.42 | 5.94 | 2.84 |
| 2023-12-31 | 1,465,572 | 1,195,582 | 1,012,772 | 0.41 | 5.79 | 2.76 |
| 2024-03-31 | 1,560,372 | 1,261,657 | 1,018,993 | 0.17 | 2.48 | 2.42 |
| 2024-06-30 | 1,557,808 | 1,275,946 | 1,024,020 | 0.33 | 4.72 | 2.57 |
| 2024-09-30 | 1,538,111 | 1,297,091 | 1,025,044 | 0.32 | 4.55 | 2.60 |
| 2024-12-31 | 1,476,943 | 1,274,265 | 1,023,419 | 0.38 | 5.39 | 2.68 |
| 2025-03-31 | 1,470,209 | 1,284,442 | 1,031,537 | 0.48 | 6.19 | 3.13 |
| 2025-06-30 | 1,491,286 | 1,287,259 | 1,064,485 | 0.71 | 9.10 | 3.28 |
| 2025-09-30 | 1,459,527 | 1,259,759 | 1,057,232 | 0.72 | 9.06 | 3.39 |
| 2025-12-31 | 1,437,160 | 1,233,232 | 1,056,153 | 0.82 | 9.99 | 3.49 |
| 2026-03-31 | 1,437,772 | 1,245,285 | 1,070,836 | 0.98 | 10.78 | 3.84 |
| 2026-06-30 | 1,420,568 | 1,251,041 | 1,070,129 | 1.27 | 13.67 | 4.01 |
14 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 |
|---|---|---|---|
| 1981-03-03 | 1 | 303372 | 582971 |
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.