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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 |
|---|---|---|---|---|---|---|
| 2016-03-31 | 6,781,789 | 5,352,265 | 4,651,449 | 1.15 | 8.31 | 3.77 |
| 2016-06-30 | 6,890,289 | 5,447,848 | 4,748,097 | 1.20 | 8.61 | 3.79 |
| 2016-09-30 | 7,006,499 | 5,495,568 | 4,911,870 | 1.24 | 8.93 | 3.81 |
| 2016-12-31 | 7,178,756 | 5,588,298 | 5,076,537 | 1.24 | 8.98 | 3.81 |
| 2017-03-31 | 7,285,263 | 5,665,931 | 5,207,946 | 1.34 | 9.84 | 3.89 |
| 2017-06-30 | 7,763,966 | 6,047,608 | 5,546,709 | 1.35 | 9.80 | 3.87 |
| 2017-09-30 | 9,035,290 | 6,941,701 | 6,414,608 | 1.32 | 9.26 | 3.92 |
| 2017-12-31 | 9,352,196 | 7,202,211 | 6,683,383 | 1.27 | 8.81 | 3.95 |
| 2018-03-31 | 9,464,323 | 7,363,031 | 6,829,745 | 1.61 | 10.76 | 3.93 |
| 2018-06-30 | 9,720,633 | 7,541,282 | 7,005,562 | 1.67 | 11.20 | 3.99 |
| 2018-09-30 | 9,773,347 | 7,690,720 | 7,012,687 | 1.71 | 11.53 | 4.03 |
| 2018-12-31 | 9,873,896 | 7,843,337 | 7,148,693 | 1.74 | 11.76 | 4.05 |
| 2019-03-31 | 10,195,816 | 8,151,167 | 7,221,748 | 1.64 | 11.18 | 3.87 |
| 2019-06-30 | 10,719,271 | 8,439,858 | 7,435,950 | 1.65 | 11.42 | 3.79 |
| 2019-09-30 | 12,305,199 | 9,882,399 | 8,226,599 | 1.55 | 10.73 | 3.67 |
| 2019-12-31 | 12,430,349 | 9,964,664 | 8,388,063 | 1.58 | 10.94 | 3.67 |
| 2020-03-31 | 12,670,437 | 9,916,646 | 8,512,434 | 1.16 | 7.99 | 3.42 |
| 2020-06-30 | 13,797,111 | 10,998,218 | 9,178,323 | 1.11 | 7.79 | 3.28 |
| 2020-09-30 | 13,715,687 | 10,939,725 | 9,120,290 | 1.12 | 7.93 | 3.23 |
| 2020-12-31 | 14,044,203 | 11,418,443 | 9,116,492 | 1.18 | 8.44 | 3.25 |
| 2021-03-31 | 14,607,526 | 12,030,367 | 9,121,576 | 1.44 | 10.97 | 3.15 |
| 2021-06-30 | 14,904,055 | 12,299,511 | 8,940,057 | 1.51 | 11.62 | 3.17 |
| 2021-09-30 | 15,041,056 | 12,456,297 | 8,847,594 | 1.50 | 11.68 | 3.16 |
| 2021-12-31 | 15,432,095 | 12,857,063 | 9,057,651 | 1.45 | 11.44 | 3.11 |
| 2022-03-31 | 15,449,359 | 13,060,970 | 9,164,195 | 1.31 | 11.03 | 2.96 |
| 2022-06-30 | 17,762,137 | 14,623,714 | 11,180,202 | 1.14 | 9.71 | 3.20 |
| 2022-09-30 | 17,705,470 | 14,489,750 | 11,448,694 | 1.29 | 11.06 | 3.35 |
| 2022-12-31 | 17,923,519 | 14,439,483 | 11,789,711 | 1.39 | 11.87 | 3.47 |
| 2023-03-31 | 18,164,976 | 14,766,101 | 12,027,817 | 1.48 | 12.35 | 3.59 |
| 2023-06-30 | 17,953,798 | 14,659,551 | 12,076,383 | 1.45 | 12.01 | 3.53 |
| 2023-09-30 | 17,981,413 | 14,737,733 | 12,096,612 | 1.40 | 11.66 | 3.47 |
| 2023-12-31 | 18,299,229 | 14,922,310 | 12,300,027 | 1.31 | 10.77 | 3.41 |
| 2024-03-31 | 18,306,406 | 14,956,079 | 12,276,019 | 1.12 | 9.05 | 3.14 |
| 2024-06-30 | 18,292,298 | 14,623,477 | 12,482,405 | 1.03 | 8.31 | 3.15 |
| 2024-09-30 | 18,335,693 | 14,441,602 | 12,499,632 | 1.06 | 8.56 | 3.17 |
| 2024-12-31 | 18,299,135 | 14,588,622 | 12,680,265 | 1.16 | 9.33 | 3.20 |
| 2025-03-31 | 18,425,841 | 14,508,219 | 12,835,878 | 1.25 | 9.90 | 3.17 |
| 2025-06-30 | 18,580,550 | 14,860,189 | 13,130,226 | 1.27 | 10.03 | 3.19 |
| 2025-09-30 | 18,798,822 | 14,922,900 | 13,419,896 | 1.27 | 10.01 | 3.19 |
| 2025-12-31 | 19,011,326 | 15,336,558 | 13,616,189 | 1.27 | 9.95 | 3.21 |
| 2026-03-31 | 21,048,883 | 16,514,770 | 15,451,208 | 0.66 | 5.14 | 3.38 |
| 2026-06-30 | 21,320,482 | 16,778,991 | 15,367,002 | 0.78 | 6.04 | 3.40 |
135 current branch locations across 4 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2026-02-01 | 1 | 785473 | 17147 |
| 2022-04-01 | 1 | 3612525 | 17147 |
| 2019-09-01 | 1 | 364449 | 17147 |
| 2017-07-15 | 1 | 435349 | 17147 |
| 2017-05-20 | 1 | 2781152 | 17147 |
| 2016-01-01 | 1 | 700672 | 17147 |
| 2015-04-18 | 1 | 3368989 | 17147 |
| 2014-11-08 | 1 | 70049 | 17147 |
| 2013-11-13 | 1 | 163473 | 17147 |
| 2012-02-11 | 50 | 353975 | 17147 |
| 2010-09-18 | 1 | 3157697 | 17147 |
| 2009-09-26 | 1 | 1009541 | 17147 |
| 2009-09-26 | 1 | 308649 | 17147 |
| 2009-09-26 | 1 | 1866762 | 17147 |
| 2007-04-01 | 1 | 816144 | 17147 |
| 2007-04-01 | 1 | 569945 | 17147 |
| 2007-04-01 | 1 | 163745 | 17147 |
| 2007-04-01 | 1 | 952547 | 17147 |
| 2006-01-01 | 1 | 966946 | 17147 |
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.