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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 | 2,108,353 | 1,744,699 | 1,262,169 | 0.92 | 8.88 | 3.33 |
| 2016-06-30 | 2,109,150 | 1,709,632 | 1,300,023 | 0.95 | 9.16 | 3.32 |
| 2016-09-30 | 2,110,176 | 1,739,236 | 1,348,158 | 0.96 | 9.22 | 3.34 |
| 2016-12-31 | 2,200,305 | 1,786,627 | 1,370,186 | 0.98 | 9.54 | 3.34 |
| 2017-03-31 | 2,838,322 | 2,335,134 | 1,777,816 | 0.92 | 8.51 | 3.56 |
| 2017-06-30 | 2,815,805 | 2,297,032 | 1,807,425 | 1.02 | 9.25 | 3.66 |
| 2017-09-30 | 2,785,097 | 2,231,183 | 1,848,973 | 1.05 | 9.38 | 3.65 |
| 2017-12-31 | 2,830,917 | 2,286,777 | 1,919,524 | 0.98 | 8.68 | 3.66 |
| 2018-03-31 | 2,825,917 | 2,306,299 | 1,956,926 | 1.24 | 10.92 | 3.63 |
| 2018-06-30 | 2,864,862 | 2,329,952 | 1,990,067 | 1.32 | 11.72 | 3.68 |
| 2018-09-30 | 3,345,436 | 2,698,015 | 2,376,321 | 1.14 | 9.89 | 3.59 |
| 2018-12-31 | 3,396,909 | 2,713,912 | 2,366,260 | 1.12 | 9.64 | 3.65 |
| 2019-03-31 | 3,472,197 | 2,800,980 | 2,338,173 | 1.15 | 9.55 | 3.61 |
| 2019-06-30 | 3,813,479 | 3,040,478 | 2,520,184 | 1.18 | 9.32 | 3.74 |
| 2019-09-30 | 3,809,029 | 3,023,473 | 2,596,817 | 1.19 | 9.25 | 3.72 |
| 2019-12-31 | 3,808,206 | 2,946,842 | 2,668,435 | 1.18 | 9.19 | 3.70 |
| 2020-03-31 | 3,834,658 | 2,959,644 | 2,711,422 | 0.81 | 6.20 | 3.51 |
| 2020-06-30 | 4,429,222 | 3,427,808 | 3,166,881 | 0.82 | 6.56 | 3.40 |
| 2020-09-30 | 4,480,001 | 3,668,586 | 3,194,332 | 0.88 | 7.19 | 3.37 |
| 2020-12-31 | 4,700,049 | 3,829,731 | 3,096,509 | 0.96 | 7.98 | 3.35 |
| 2021-03-31 | 4,778,415 | 3,911,674 | 3,083,452 | 0.96 | 8.62 | 3.10 |
| 2021-06-30 | 5,753,783 | 4,773,574 | 3,741,707 | 0.51 | 4.34 | 3.11 |
| 2021-09-30 | 6,011,453 | 5,029,608 | 3,893,786 | 0.75 | 6.45 | 3.22 |
| 2021-12-31 | 5,951,048 | 5,001,176 | 3,940,868 | 0.84 | 7.21 | 3.22 |
| 2022-03-31 | 5,872,114 | 4,968,183 | 3,965,063 | 0.94 | 8.47 | 3.08 |
| 2022-06-30 | 6,630,738 | 5,361,288 | 4,589,588 | 0.90 | 8.28 | 3.08 |
| 2022-09-30 | 6,616,382 | 5,528,931 | 4,661,513 | 0.95 | 8.93 | 3.16 |
| 2022-12-31 | 6,704,869 | 5,301,889 | 4,767,119 | 1.00 | 9.50 | 3.16 |
| 2023-03-31 | 6,648,100 | 5,080,550 | 4,702,408 | 0.98 | 9.40 | 2.99 |
| 2023-06-30 | 6,653,720 | 5,259,528 | 4,754,697 | 0.94 | 9.01 | 2.97 |
| 2023-09-30 | 6,631,741 | 5,059,661 | 4,741,085 | 0.88 | 8.49 | 2.93 |
| 2023-12-31 | 7,535,918 | 6,153,834 | 5,511,890 | 0.82 | 8.00 | 2.82 |
| 2024-03-31 | 7,630,583 | 6,279,773 | 5,431,359 | 0.96 | 8.42 | 3.37 |
| 2024-06-30 | 7,533,728 | 6,158,120 | 5,492,305 | 0.98 | 8.55 | 3.42 |
| 2024-09-30 | 7,505,477 | 6,122,376 | 5,545,817 | 0.98 | 8.48 | 3.45 |
| 2024-12-31 | 7,461,415 | 6,099,695 | 5,602,280 | 0.97 | 8.40 | 3.49 |
| 2025-03-31 | 7,521,800 | 6,188,196 | 5,628,807 | 1.08 | 9.23 | 3.61 |
| 2025-06-30 | 7,621,041 | 6,249,230 | 5,695,839 | 1.14 | 9.67 | 3.72 |
| 2025-09-30 | 7,768,551 | 6,356,007 | 5,751,113 | 1.13 | 9.60 | 3.78 |
| 2025-12-31 | 7,901,511 | 6,458,077 | 5,936,499 | 1.15 | 9.71 | 3.78 |
| 2026-03-31 | 8,200,993 | 6,741,271 | 6,000,674 | 1.20 | 10.38 | 3.75 |
| 2026-06-30 | 9,142,999 | 7,634,153 | 6,847,353 | 1.10 | 9.42 | 3.65 |
87 current branch locations across 5 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2026-06-13 | 1 | 3320781 | 762447 |
| 2023-12-02 | 1 | 27548 | 762447 |
| 2022-06-11 | 1 | 598954 | 762447 |
| 2021-05-15 | 1 | 704755 | 762447 |
| 2019-04-06 | 1 | 899736 | 762447 |
| 2018-08-11 | 1 | 221476 | 762447 |
| 2017-03-18 | 1 | 116871 | 762447 |
| 2006-09-09 | 1 | 297734 | 762447 |
| 2001-04-21 | 1 | 346744 | 762447 |
| 1997-11-15 | 1 | 30472 | 762447 |
| 1994-10-05 | 1 | 138341 | 762447 |
| 1992-06-01 | 1 | 317034 | 762447 |
| 1992-06-01 | 1 | 269142 | 762447 |
| 1992-06-01 | 1 | 182942 | 762447 |
| 1992-06-01 | 1 | 723242 | 762447 |
| 1989-04-01 | 1 | 173249 | 762447 |
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.