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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 | 4,983,272 | 3,595,207 | 1,976,698 | 2.10 | 13.07 | 3.89 |
| 2016-06-30 | 5,124,008 | 3,616,454 | 2,052,242 | 2.04 | 12.56 | 3.87 |
| 2016-09-30 | 5,214,968 | 3,648,746 | 2,061,391 | 1.98 | 12.14 | 3.86 |
| 2016-12-31 | 5,224,675 | 3,797,037 | 2,070,104 | 1.93 | 11.97 | 3.82 |
| 2017-03-31 | 5,397,961 | 3,974,331 | 2,142,457 | 1.80 | 11.55 | 3.75 |
| 2017-06-30 | 5,378,110 | 3,922,570 | 2,215,319 | 1.86 | 11.65 | 3.71 |
| 2017-09-30 | 5,368,900 | 4,023,289 | 2,254,352 | 1.85 | 11.42 | 3.73 |
| 2017-12-31 | 5,352,966 | 3,945,992 | 2,369,416 | 2.34 | 14.15 | 3.74 |
| 2018-03-31 | 5,359,176 | 3,997,120 | 2,362,504 | 2.11 | 11.81 | 3.69 |
| 2018-06-30 | 5,463,603 | 4,175,798 | 2,377,206 | 2.07 | 11.62 | 3.67 |
| 2018-09-30 | 5,277,567 | 4,052,985 | 2,379,226 | 2.06 | 11.45 | 3.73 |
| 2018-12-31 | 5,261,829 | 4,028,304 | 2,422,978 | 2.03 | 11.11 | 3.75 |
| 2019-03-31 | 5,397,456 | 4,082,242 | 2,439,263 | 1.80 | 9.25 | 3.63 |
| 2019-06-30 | 5,512,996 | 4,126,448 | 2,521,068 | 1.86 | 9.42 | 3.61 |
| 2019-09-30 | 5,685,147 | 4,230,107 | 2,506,877 | 1.87 | 9.43 | 3.57 |
| 2019-12-31 | 5,828,222 | 4,377,641 | 2,526,341 | 1.88 | 9.44 | 3.53 |
| 2020-03-31 | 5,775,784 | 4,347,800 | 2,471,308 | 1.81 | 9.44 | 3.43 |
| 2020-06-30 | 6,736,235 | 5,062,007 | 2,711,764 | 1.77 | 9.45 | 3.28 |
| 2020-09-30 | 6,900,734 | 5,184,524 | 2,801,335 | 1.82 | 9.79 | 3.20 |
| 2020-12-31 | 7,233,874 | 5,542,811 | 2,801,287 | 1.88 | 10.32 | 3.21 |
| 2021-03-31 | 7,548,380 | 5,801,989 | 2,978,859 | 1.59 | 9.64 | 2.84 |
| 2021-06-30 | 7,894,983 | 6,054,849 | 3,058,263 | 1.67 | 10.19 | 2.91 |
| 2021-09-30 | 8,130,191 | 6,336,300 | 3,005,621 | 1.67 | 10.24 | 2.89 |
| 2021-12-31 | 8,218,007 | 6,433,396 | 3,062,756 | 1.72 | 10.57 | 2.88 |
| 2022-03-31 | 8,333,173 | 6,710,919 | 3,210,591 | 1.56 | 10.41 | 2.78 |
| 2022-06-30 | 7,993,459 | 6,645,783 | 3,308,220 | 1.70 | 11.91 | 2.91 |
| 2022-09-30 | 7,774,631 | 6,499,515 | 3,558,881 | 1.80 | 13.02 | 3.08 |
| 2022-12-31 | 7,517,872 | 6,201,948 | 3,658,895 | 1.84 | 13.22 | 3.19 |
| 2023-03-31 | 7,615,928 | 6,206,379 | 3,793,189 | 1.78 | 12.30 | 3.25 |
| 2023-06-30 | 7,562,820 | 6,164,428 | 3,819,880 | 1.77 | 12.08 | 3.26 |
| 2023-09-30 | 7,543,919 | 6,161,290 | 3,849,333 | 1.71 | 11.81 | 3.23 |
| 2023-12-31 | 7,663,791 | 6,142,673 | 3,964,192 | 1.68 | 11.39 | 3.21 |
| 2024-03-31 | 8,003,224 | 6,235,536 | 4,055,347 | 1.50 | 9.66 | 2.99 |
| 2024-06-30 | 7,951,038 | 6,221,406 | 4,031,712 | 1.58 | 10.79 | 3.07 |
| 2024-09-30 | 8,249,551 | 6,398,202 | 4,067,912 | 1.51 | 10.60 | 3.06 |
| 2024-12-31 | 7,956,839 | 6,473,036 | 4,182,443 | 1.62 | 11.69 | 3.14 |
| 2025-03-31 | 8,075,696 | 6,533,737 | 4,102,476 | 1.79 | 14.64 | 3.28 |
| 2025-06-30 | 8,156,223 | 6,567,618 | 4,178,874 | 1.77 | 14.48 | 3.37 |
| 2025-09-30 | 8,460,369 | 6,721,114 | 4,317,061 | 1.79 | 14.32 | 3.39 |
| 2025-12-31 | 8,360,743 | 6,564,353 | 4,388,829 | 1.81 | 14.06 | 3.45 |
| 2026-03-31 | 8,404,781 | 6,669,908 | 4,458,645 | 1.79 | 12.91 | 3.53 |
| 2026-06-30 | 8,583,002 | 6,801,862 | 4,497,203 | 1.85 | 13.27 | 3.58 |
81 current branch locations across 2 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2009-06-12 | 1 | 313241 | 673440 |
| 2008-10-11 | 1 | 1890374 | 673440 |
| 2007-11-09 | 1 | 556945 | 673440 |
| 2005-11-05 | 1 | 507947 | 673440 |
| 2004-01-01 | 1 | 740043 | 673440 |
| 1996-03-08 | 1 | 103442 | 673440 |
| 1991-07-27 | 50 | 161778 | 673440 |
| 1990-12-01 | 1 | 290940 | 673440 |
| 1986-11-07 | 1 | 262442 | 673440 |
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.