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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 | 2,859,622 | 2,250,127 | 1,908,487 | 0.90 | 8.74 | 3.45 |
| 2016-06-30 | 2,908,363 | 2,285,164 | 1,950,386 | 1.17 | 11.02 | 3.64 |
| 2016-09-30 | 2,972,616 | 2,342,217 | 2,000,193 | 1.26 | 11.72 | 3.66 |
| 2016-12-31 | 2,953,338 | 2,360,757 | 1,990,420 | 1.30 | 12.03 | 3.68 |
| 2017-03-31 | 2,928,307 | 2,344,882 | 1,975,262 | 1.32 | 11.95 | 3.68 |
| 2017-06-30 | 2,997,965 | 2,386,466 | 2,026,267 | 1.33 | 12.01 | 3.66 |
| 2017-09-30 | 3,064,694 | 2,443,868 | 2,079,488 | 1.31 | 11.86 | 3.63 |
| 2017-12-31 | 3,136,038 | 2,509,233 | 2,132,663 | 1.35 | 12.22 | 3.62 |
| 2018-03-31 | 3,120,098 | 2,495,133 | 2,142,714 | 1.55 | 14.22 | 3.58 |
| 2018-06-30 | 3,339,472 | 2,623,330 | 2,312,425 | 1.49 | 13.92 | 3.64 |
| 2018-09-30 | 3,358,442 | 2,662,764 | 2,329,752 | 1.51 | 14.15 | 3.69 |
| 2018-12-31 | 3,921,959 | 3,091,232 | 2,716,499 | 1.44 | 13.11 | 3.74 |
| 2019-03-31 | 3,887,935 | 3,083,322 | 2,701,175 | 1.62 | 13.17 | 3.85 |
| 2019-06-30 | 3,945,922 | 3,163,021 | 2,714,973 | 1.60 | 12.95 | 3.84 |
| 2019-09-30 | 4,343,817 | 3,459,780 | 3,060,194 | 1.51 | 11.91 | 3.93 |
| 2019-12-31 | 4,385,485 | 3,473,203 | 3,078,526 | 1.51 | 11.80 | 3.98 |
| 2020-03-31 | 4,314,675 | 3,536,642 | 2,992,653 | 1.22 | 9.24 | 3.75 |
| 2020-06-30 | 4,842,704 | 4,044,870 | 3,245,672 | 1.23 | 9.69 | 3.71 |
| 2020-09-30 | 4,842,909 | 4,037,800 | 3,202,352 | 1.25 | 9.91 | 3.67 |
| 2020-12-31 | 4,972,069 | 4,157,807 | 3,058,117 | 1.37 | 10.90 | 3.71 |
| 2021-03-31 | 5,210,314 | 4,445,420 | 3,090,597 | 1.60 | 13.53 | 3.40 |
| 2021-06-30 | 5,339,058 | 4,530,525 | 3,048,154 | 1.72 | 14.80 | 3.37 |
| 2021-09-30 | 5,465,149 | 4,667,298 | 2,986,823 | 1.70 | 14.72 | 3.37 |
| 2021-12-31 | 5,596,059 | 4,831,217 | 2,977,832 | 1.63 | 14.26 | 3.33 |
| 2022-03-31 | 6,689,325 | 5,862,435 | 3,620,049 | 0.68 | 6.53 | 3.36 |
| 2022-06-30 | 6,456,684 | 5,747,716 | 3,613,509 | 1.12 | 11.21 | 3.42 |
| 2022-09-30 | 6,251,580 | 5,616,888 | 3,648,235 | 1.32 | 13.86 | 3.52 |
| 2022-12-31 | 6,150,272 | 5,397,813 | 3,749,366 | 1.40 | 14.82 | 3.60 |
| 2023-03-31 | 5,986,899 | 5,209,299 | 3,730,568 | 1.47 | 15.16 | 3.67 |
| 2023-06-30 | 6,042,335 | 5,236,020 | 3,789,982 | 1.49 | 15.27 | 3.65 |
| 2023-09-30 | 5,993,264 | 5,184,926 | 3,849,989 | 1.49 | 15.53 | 3.64 |
| 2023-12-31 | 6,144,423 | 5,321,683 | 3,932,543 | 1.48 | 15.09 | 3.57 |
| 2024-03-31 | 6,105,397 | 5,304,862 | 3,938,481 | 1.34 | 12.86 | 3.33 |
| 2024-06-30 | 6,209,546 | 5,408,556 | 4,008,600 | 1.38 | 13.25 | 3.35 |
| 2024-09-30 | 6,248,753 | 5,357,025 | 4,026,198 | 1.42 | 13.26 | 3.42 |
| 2024-12-31 | 6,288,885 | 5,426,700 | 4,088,705 | 1.47 | 13.69 | 3.48 |
| 2025-03-31 | 8,410,798 | 7,192,623 | 5,578,081 | 0.73 | 6.39 | 3.62 |
| 2025-06-30 | 8,263,551 | 7,034,108 | 5,677,798 | 1.17 | 9.81 | 3.83 |
| 2025-09-30 | 8,387,520 | 7,084,941 | 5,712,506 | 1.35 | 11.05 | 3.94 |
| 2025-12-31 | 8,376,930 | 7,048,051 | 5,805,220 | 1.46 | 11.71 | 4.02 |
| 2026-03-31 | 8,371,107 | 7,045,094 | 5,786,332 | 1.65 | 12.35 | 4.24 |
| 2026-06-30 | 8,426,559 | 7,062,648 | 5,858,700 | 1.76 | 13.05 | 4.29 |
96 current branch locations across 3 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2025-02-01 | 1 | 853112 | 37640 |
| 2022-01-01 | 1 | 65746 | 37640 |
| 2019-07-01 | 1 | 2751007 | 37640 |
| 2018-10-15 | 1 | 2586281 | 37640 |
| 2016-03-01 | 1 | 322177 | 37640 |
| 2013-10-01 | 1 | 2876311 | 37640 |
| 2011-01-01 | 1 | 2975269 | 37640 |
| 2006-10-01 | 1 | 806042 | 37640 |
| 2006-10-01 | 1 | 1014040 | 37640 |
| 2006-10-01 | 1 | 2249175 | 37640 |
| 2006-10-01 | 1 | 582579 | 37640 |
| 2006-10-01 | 1 | 276449 | 37640 |
| 2000-10-01 | 1 | 94045 | 37640 |
| 1986-05-01 | 1 | 35543 | 37640 |
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.