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OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2023-06-30 | 1,017,724 | 866,003 | 783,363 | 1.02 | 10.72 | 3.24 |
| 2023-09-30 | 1,029,600 | 881,360 | 792,010 | 1.03 | 11.01 | 3.18 |
| 2023-12-31 | 1,107,115 | 952,448 | 831,944 | 1.02 | 10.94 | 3.12 |
| 2024-03-31 | 1,128,914 | 964,874 | 856,182 | 0.92 | 10.04 | 2.90 |
| 2024-06-30 | 1,127,685 | 972,938 | 879,285 | 0.93 | 10.11 | 2.92 |
| 2024-09-30 | 1,151,004 | 987,596 | 888,992 | 0.93 | 10.06 | 2.93 |
| 2024-12-31 | 1,197,636 | 1,032,000 | 891,035 | 0.92 | 10.03 | 2.97 |
| 2025-03-31 | 1,192,956 | 1,022,758 | 886,740 | 1.21 | 13.42 | 3.17 |
| 2025-06-30 | 1,164,535 | 999,178 | 874,925 | 1.18 | 12.67 | 3.24 |
| 2025-09-30 | 1,183,801 | 990,369 | 863,938 | 1.22 | 12.86 | 3.33 |
| 2025-12-31 | 1,254,749 | 1,059,953 | 891,917 | 1.33 | 13.90 | 3.35 |
| 2026-03-31 | 1,225,665 | 1,026,973 | 888,802 | 1.38 | 13.84 | 3.54 |
| 2026-06-30 | 1,208,135 | 1,039,282 | 873,043 | 1.42 | 13.93 | 3.63 |
8 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 |
|---|---|---|---|
| 2012-09-24 | 1 | 329756 | 754853 |
| 2010-05-08 | 1 | 993652 | 754853 |
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.