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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 | 3,330,517 | 3,035,837 | 2,533,233 | 1.24 | 15.69 | 3.59 |
| 2016-06-30 | 3,423,021 | 3,105,130 | 2,597,272 | 1.43 | 18.03 | 3.69 |
| 2016-09-30 | 3,591,810 | 3,268,671 | 2,623,504 | 1.67 | 21.26 | 3.71 |
| 2016-12-31 | 3,667,040 | 3,341,716 | 2,672,129 | 1.71 | 21.95 | 3.69 |
| 2017-03-31 | 3,666,873 | 3,345,877 | 2,566,120 | 1.27 | 16.52 | 3.55 |
| 2017-06-30 | 3,677,294 | 3,347,627 | 2,657,415 | 1.27 | 16.33 | 3.63 |
| 2017-09-30 | 3,864,840 | 3,522,993 | 2,855,156 | 1.37 | 17.61 | 3.67 |
| 2017-12-31 | 3,976,377 | 3,481,937 | 3,040,656 | 1.39 | 17.89 | 3.71 |
| 2018-03-31 | 3,905,087 | 3,504,781 | 3,028,297 | 1.43 | 18.49 | 3.89 |
| 2018-06-30 | 3,814,919 | 3,469,146 | 3,013,879 | 1.39 | 17.75 | 4.00 |
| 2018-09-30 | 4,028,096 | 3,673,141 | 3,003,948 | 1.34 | 17.14 | 4.06 |
| 2018-12-31 | 3,947,468 | 3,586,315 | 3,084,451 | 1.29 | 16.45 | 4.10 |
| 2019-03-31 | 4,145,432 | 3,781,487 | 3,091,948 | 1.16 | 14.62 | 4.14 |
| 2019-06-30 | 4,240,255 | 3,866,999 | 3,183,501 | 1.08 | 13.72 | 4.09 |
| 2019-09-30 | 4,507,206 | 4,125,713 | 3,310,054 | 1.14 | 14.74 | 4.00 |
| 2019-12-31 | 4,377,727 | 3,989,786 | 3,479,865 | 1.20 | 15.45 | 3.96 |
| 2020-03-31 | 4,371,526 | 3,974,894 | 3,517,452 | 0.87 | 11.21 | 3.75 |
| 2020-06-30 | 4,988,733 | 4,562,840 | 3,893,206 | 1.08 | 14.33 | 3.61 |
| 2020-09-30 | 5,119,606 | 4,693,271 | 3,812,783 | 1.35 | 18.31 | 3.55 |
| 2020-12-31 | 5,041,516 | 4,598,742 | 3,842,242 | 1.43 | 19.51 | 3.52 |
| 2021-03-31 | 5,402,236 | 4,951,937 | 3,840,115 | 3.05 | 42.45 | 3.32 |
| 2021-06-30 | 5,462,126 | 5,005,432 | 3,588,949 | 2.00 | 27.91 | 3.16 |
| 2021-09-30 | 5,658,450 | 5,201,798 | 3,604,336 | 1.54 | 21.70 | 3.08 |
| 2021-12-31 | 5,520,747 | 5,071,527 | 3,880,997 | 1.25 | 17.66 | 3.04 |
| 2022-03-31 | 5,546,330 | 5,140,214 | 3,989,510 | 0.44 | 6.59 | 3.02 |
| 2022-06-30 | 5,621,946 | 5,202,723 | 4,384,921 | 0.48 | 7.21 | 3.19 |
| 2022-09-30 | 5,521,339 | 5,113,806 | 4,445,456 | 0.63 | 9.46 | 3.41 |
| 2022-12-31 | 5,446,634 | 4,906,788 | 4,482,296 | 0.88 | 13.26 | 3.58 |
| 2023-03-31 | 5,462,851 | 4,734,898 | 4,473,653 | 1.20 | 17.41 | 4.09 |
| 2023-06-30 | 5,411,560 | 4,824,541 | 4,425,331 | 1.34 | 19.09 | 3.98 |
| 2023-09-30 | 5,682,292 | 5,088,326 | 4,365,456 | 1.53 | 21.72 | 3.93 |
| 2023-12-31 | 5,606,096 | 5,001,619 | 4,443,247 | 1.34 | 18.83 | 3.93 |
| 2024-03-31 | 5,897,926 | 5,094,966 | 4,463,027 | 0.84 | 11.66 | 3.70 |
| 2024-06-30 | 5,913,778 | 5,104,409 | 4,528,498 | 0.83 | 11.60 | 3.68 |
| 2024-09-30 | 5,908,403 | 5,289,190 | 4,550,113 | 0.90 | 12.51 | 3.74 |
| 2024-12-31 | 5,802,335 | 5,179,324 | 4,551,916 | 0.93 | 12.82 | 3.83 |
| 2025-03-31 | 5,845,630 | 5,219,496 | 4,590,869 | 1.04 | 13.79 | 4.05 |
| 2025-06-30 | 5,846,851 | 5,213,311 | 4,593,084 | 1.06 | 13.97 | 4.12 |
| 2025-09-30 | 6,122,027 | 5,473,001 | 4,632,850 | 1.12 | 14.73 | 4.13 |
| 2025-12-31 | 5,911,501 | 5,259,926 | 4,686,660 | 1.15 | 15.08 | 4.16 |
| 2026-03-31 | 5,915,963 | 5,269,655 | 4,634,671 | 1.17 | 15.03 | 4.10 |
| 2026-06-30 | 5,966,572 | 5,309,371 | 4,737,100 | 1.15 | 14.72 | 4.09 |
23 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 |
|---|---|---|---|
| 1984-01-01 | 1 | 1347140 | 739560 |
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.