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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 | 1,947,233 | 1,601,843 | 1,502,728 | 0.99 | 7.09 | 3.82 |
| 2016-06-30 | 2,012,918 | 1,665,741 | 1,515,999 | 1.10 | 7.99 | 3.84 |
| 2016-09-30 | 2,071,611 | 1,725,708 | 1,594,628 | 1.12 | 8.17 | 3.81 |
| 2016-12-31 | 2,066,735 | 1,741,781 | 1,578,140 | 1.15 | 8.40 | 3.76 |
| 2017-03-31 | 2,066,426 | 1,746,955 | 1,611,620 | 1.16 | 8.60 | 3.62 |
| 2017-06-30 | 2,145,130 | 1,800,159 | 1,669,716 | 1.23 | 9.22 | 3.69 |
| 2017-09-30 | 2,172,666 | 1,825,078 | 1,690,532 | 1.19 | 8.92 | 3.72 |
| 2017-12-31 | 2,224,905 | 1,861,617 | 1,694,859 | 1.33 | 10.03 | 3.74 |
| 2018-03-31 | 2,268,369 | 1,899,107 | 1,765,373 | 1.51 | 11.36 | 3.77 |
| 2018-06-30 | 2,356,228 | 1,978,291 | 1,874,008 | 1.45 | 11.01 | 3.79 |
| 2018-09-30 | 2,436,122 | 2,041,446 | 1,912,374 | 1.53 | 11.68 | 3.84 |
| 2018-12-31 | 2,458,416 | 2,064,229 | 1,906,415 | 1.51 | 11.50 | 3.86 |
| 2019-03-31 | 2,509,046 | 2,084,089 | 1,903,832 | 1.68 | 12.87 | 3.82 |
| 2019-06-30 | 2,578,798 | 2,146,651 | 1,972,905 | 1.47 | 11.33 | 3.74 |
| 2019-09-30 | 2,659,294 | 2,216,177 | 2,045,529 | 1.46 | 11.34 | 3.68 |
| 2019-12-31 | 3,306,788 | 2,720,163 | 2,416,542 | 1.42 | 10.93 | 3.62 |
| 2020-03-31 | 3,522,482 | 2,889,387 | 2,483,170 | 1.14 | 8.96 | 3.59 |
| 2020-06-30 | 3,755,663 | 3,116,365 | 2,753,607 | 0.33 | 2.72 | 3.39 |
| 2020-09-30 | 3,829,564 | 3,194,650 | 2,741,308 | 0.46 | 3.82 | 3.22 |
| 2020-12-31 | 4,002,593 | 3,305,355 | 2,560,359 | 0.62 | 5.28 | 3.05 |
| 2021-03-31 | 3,987,450 | 3,332,099 | 2,734,680 | 1.22 | 11.00 | 2.48 |
| 2021-06-30 | 3,959,798 | 3,317,880 | 2,630,635 | 1.13 | 10.12 | 2.58 |
| 2021-09-30 | 4,087,990 | 3,439,721 | 2,734,656 | 1.13 | 10.09 | 2.62 |
| 2021-12-31 | 4,108,642 | 3,440,858 | 2,858,587 | 1.09 | 9.69 | 2.66 |
| 2022-03-31 | 4,088,664 | 3,421,657 | 2,947,891 | 1.32 | 11.53 | 2.71 |
| 2022-06-30 | 4,295,352 | 3,632,129 | 3,071,747 | 1.14 | 10.13 | 2.84 |
| 2022-09-30 | 4,627,346 | 3,869,791 | 3,237,783 | 1.29 | 11.75 | 3.02 |
| 2022-12-31 | 4,550,164 | 3,807,444 | 3,254,965 | 1.32 | 12.04 | 3.19 |
| 2023-03-31 | 4,664,905 | 3,897,974 | 3,285,809 | 1.38 | 12.68 | 3.60 |
| 2023-06-30 | 4,694,259 | 3,950,569 | 3,370,784 | 1.36 | 12.41 | 3.49 |
| 2023-09-30 | 4,782,168 | 4,003,004 | 3,455,988 | 1.41 | 13.00 | 3.50 |
| 2023-12-31 | 4,881,936 | 4,085,949 | 3,544,641 | 1.37 | 12.67 | 3.49 |
| 2024-03-31 | 5,111,498 | 4,258,633 | 3,643,249 | 1.36 | 12.84 | 3.36 |
| 2024-06-30 | 5,320,546 | 4,282,985 | 3,895,927 | 1.37 | 13.04 | 3.30 |
| 2024-09-30 | 5,498,540 | 4,366,544 | 4,011,788 | 1.36 | 12.97 | 3.27 |
| 2024-12-31 | 5,416,723 | 4,356,326 | 4,039,049 | 1.33 | 12.58 | 3.27 |
| 2025-03-31 | 5,676,855 | 4,617,041 | 4,234,064 | 1.50 | 14.19 | 3.29 |
| 2025-06-30 | 5,731,680 | 4,646,128 | 4,296,651 | 1.45 | 13.70 | 3.30 |
| 2025-09-30 | 5,910,044 | 4,785,390 | 4,346,120 | 1.54 | 14.45 | 3.36 |
| 2025-12-31 | 6,118,157 | 4,877,944 | 4,517,280 | 1.53 | 14.31 | 3.39 |
| 2026-03-31 | 6,503,041 | 5,301,167 | 4,703,160 | 1.44 | 13.68 | 3.44 |
| 2026-06-30 | 6,800,738 | 5,574,222 | 4,983,591 | 1.48 | 14.28 | 3.39 |
17 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 |
|---|---|---|---|
| 2019-11-01 | 1 | 225335 | 2119773 |
| 2015-07-18 | 1 | 591937 | 2119773 |
| 2012-07-21 | 50 | 969675 | 2119773 |
| 2006-11-04 | 7 | 428547 | 2119773 |
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.