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OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2026-03-31 | 1,303,870 | 1,173,949 | 1,072,404 | 2.62 | 31.89 | 5.71 |
| 2026-06-30 | 1,363,808 | 1,203,834 | 1,105,812 | 2.37 | 29.32 | 5.06 |
16 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 |
|---|---|---|---|
| 2026-01-01 | 1 | 825454 | 33147 |
| 2026-01-01 | 1 | 991359 | 33147 |
| 2026-01-01 | 1 | 3383665 | 33147 |
| 2025-01-01 | 1 | 173342 | 33147 |
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.