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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 | 1,612,951 | 1,424,636 | 511,972 | 0.91 | 10.87 | 2.84 |
| 2016-06-30 | 1,581,601 | 1,374,999 | 541,166 | 0.98 | 11.57 | 2.87 |
| 2016-09-30 | 1,528,542 | 1,330,060 | 575,436 | 1.01 | 11.68 | 2.92 |
| 2016-12-31 | 1,507,934 | 1,316,940 | 594,183 | 0.98 | 11.39 | 2.96 |
| 2017-03-31 | 1,742,042 | 1,530,943 | 599,949 | 1.06 | 13.04 | 2.88 |
| 2017-06-30 | 1,716,250 | 1,500,670 | 636,746 | 1.28 | 15.65 | 2.91 |
| 2017-09-30 | 1,672,096 | 1,447,087 | 686,230 | 1.29 | 15.37 | 3.03 |
| 2017-12-31 | 1,689,129 | 1,434,294 | 761,218 | 1.46 | 17.31 | 3.07 |
| 2018-03-31 | 1,888,591 | 1,659,931 | 797,081 | 1.67 | 20.40 | 3.12 |
| 2018-06-30 | 1,848,064 | 1,608,741 | 853,714 | 1.53 | 18.74 | 3.24 |
| 2018-09-30 | 1,834,758 | 1,589,116 | 913,236 | 1.53 | 18.90 | 3.33 |
| 2018-12-31 | 1,874,272 | 1,591,776 | 948,579 | 1.60 | 19.52 | 3.40 |
| 2019-03-31 | 2,120,820 | 1,843,716 | 945,574 | 1.81 | 21.84 | 3.43 |
| 2019-06-30 | 2,068,764 | 1,775,369 | 1,010,923 | 1.86 | 21.68 | 3.54 |
| 2019-09-30 | 2,033,120 | 1,735,187 | 1,058,623 | 1.92 | 21.80 | 3.59 |
| 2019-12-31 | 2,179,218 | 1,745,387 | 1,138,022 | 1.84 | 21.01 | 3.55 |
| 2020-03-31 | 2,318,660 | 2,011,287 | 1,113,480 | 1.47 | 16.54 | 3.23 |
| 2020-06-30 | 2,690,723 | 2,358,103 | 1,260,871 | 1.38 | 15.83 | 3.36 |
| 2020-09-30 | 2,717,278 | 2,346,449 | 1,339,030 | 1.37 | 15.19 | 3.23 |
| 2020-12-31 | 3,092,918 | 2,670,455 | 1,378,131 | 1.25 | 13.57 | 3.06 |
| 2021-03-31 | 3,889,580 | 3,485,629 | 1,338,067 | 1.19 | 14.06 | 2.69 |
| 2021-06-30 | 3,737,692 | 3,292,969 | 1,382,469 | 1.42 | 16.51 | 2.71 |
| 2021-09-30 | 3,789,942 | 3,344,451 | 1,384,283 | 1.46 | 16.90 | 2.69 |
| 2021-12-31 | 3,832,697 | 3,283,620 | 1,459,458 | 1.51 | 17.44 | 2.68 |
| 2022-03-31 | 4,101,641 | 3,655,865 | 1,466,509 | 1.13 | 16.01 | 2.60 |
| 2022-06-30 | 3,935,767 | 3,521,242 | 1,502,712 | 1.31 | 21.07 | 2.80 |
| 2022-09-30 | 3,875,120 | 3,515,012 | 1,588,124 | 1.31 | 24.59 | 2.90 |
| 2022-12-31 | 3,944,563 | 3,410,835 | 1,656,526 | 1.28 | 26.34 | 3.00 |
| 2023-03-31 | 4,376,823 | 3,646,338 | 1,698,467 | 1.15 | 33.65 | 3.28 |
| 2023-06-30 | 4,233,678 | 3,555,270 | 1,796,086 | 1.23 | 34.77 | 3.33 |
| 2023-09-30 | 4,107,146 | 3,478,663 | 1,839,635 | 1.21 | 35.59 | 3.40 |
| 2023-12-31 | 4,302,224 | 3,490,873 | 1,877,301 | 1.12 | 30.67 | 3.36 |
| 2024-03-31 | 4,266,722 | 3,708,264 | 1,847,245 | 0.93 | 19.96 | 3.28 |
| 2024-06-30 | 4,247,456 | 3,690,793 | 1,880,150 | 1.00 | 21.68 | 3.38 |
| 2024-09-30 | 4,203,075 | 3,617,850 | 1,945,741 | 1.00 | 20.43 | 3.44 |
| 2024-12-31 | 4,123,442 | 3,613,738 | 2,032,169 | 1.00 | 20.31 | 3.50 |
| 2025-03-31 | 4,399,573 | 3,910,466 | 2,053,706 | 1.09 | 20.53 | 3.61 |
| 2025-06-30 | 4,321,162 | 3,819,810 | 2,115,578 | 1.08 | 19.61 | 3.77 |
| 2025-09-30 | 4,329,382 | 3,812,836 | 2,166,073 | 1.08 | 18.81 | 3.82 |
| 2025-12-31 | 4,507,588 | 3,985,172 | 2,181,383 | 1.07 | 18.23 | 3.83 |
| 2026-03-31 | 4,679,568 | 4,143,046 | 2,227,802 | 1.11 | 17.36 | 3.74 |
| 2026-06-30 | 4,644,738 | 4,100,094 | 2,260,665 | 1.21 | 18.70 | 3.86 |
356 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 |
|---|---|---|---|
| 2020-10-01 | 1 | 305750 | 613950 |
| 1990-01-01 | 1 | 803751 | 613950 |
| 1990-01-01 | 1 | 903156 | 613950 |
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.