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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 | 9,696,848 | 7,075,791 | 5,203,117 | 0.93 | 6.27 | 3.51 |
| 2016-06-30 | 9,614,709 | 6,924,808 | 5,177,066 | 0.98 | 6.56 | 3.50 |
| 2016-09-30 | 9,855,915 | 7,073,714 | 5,103,669 | 1.06 | 7.13 | 3.47 |
| 2016-12-31 | 9,767,095 | 7,052,135 | 5,180,226 | 1.09 | 7.32 | 3.48 |
| 2017-03-31 | 8,361,231 | 6,061,815 | 4,429,035 | 1.04 | 6.91 | 3.29 |
| 2017-06-30 | 8,459,292 | 5,963,701 | 4,581,948 | 1.25 | 8.17 | 3.48 |
| 2017-09-30 | 8,661,399 | 5,980,206 | 4,540,351 | 1.25 | 8.17 | 3.57 |
| 2017-12-31 | 8,760,190 | 5,988,387 | 4,678,482 | 1.29 | 8.41 | 3.62 |
| 2018-03-31 | 8,567,947 | 6,236,035 | 4,740,226 | 1.81 | 11.87 | 3.89 |
| 2018-06-30 | 8,421,475 | 5,970,732 | 4,673,956 | 1.84 | 11.82 | 4.01 |
| 2018-09-30 | 8,388,047 | 6,035,905 | 4,729,564 | 1.86 | 11.87 | 4.10 |
| 2018-12-31 | 8,469,038 | 6,028,260 | 4,824,391 | 1.92 | 12.09 | 4.17 |
| 2019-03-31 | 8,523,139 | 6,180,236 | 4,942,001 | 2.04 | 12.11 | 4.52 |
| 2019-06-30 | 8,666,099 | 6,177,748 | 5,085,473 | 2.00 | 11.87 | 4.52 |
| 2019-09-30 | 8,525,807 | 6,272,695 | 5,179,497 | 1.93 | 11.39 | 4.49 |
| 2019-12-31 | 8,724,864 | 6,288,685 | 5,180,025 | 1.93 | 11.36 | 4.42 |
| 2020-03-31 | 8,988,754 | 6,458,947 | 5,270,329 | 1.30 | 7.65 | 4.01 |
| 2020-06-30 | 9,782,505 | 7,046,401 | 5,606,775 | 1.34 | 8.16 | 3.85 |
| 2020-09-30 | 9,963,486 | 7,301,303 | 5,707,614 | 1.32 | 8.18 | 3.61 |
| 2020-12-31 | 10,517,055 | 7,589,761 | 5,662,824 | 1.35 | 8.49 | 3.42 |
| 2021-03-31 | 10,556,686 | 8,132,139 | 5,634,354 | 1.39 | 9.43 | 2.86 |
| 2021-06-30 | 10,810,384 | 8,403,576 | 5,616,938 | 1.39 | 9.41 | 2.86 |
| 2021-09-30 | 11,053,315 | 8,579,388 | 5,672,743 | 1.42 | 9.62 | 2.87 |
| 2021-12-31 | 9,291,812 | 6,848,872 | 4,962,314 | 1.48 | 9.89 | 2.95 |
| 2022-03-31 | 9,305,445 | 6,925,493 | 4,911,475 | 1.50 | 9.50 | 2.79 |
| 2022-06-30 | 9,248,674 | 7,010,705 | 4,891,330 | 1.56 | 10.08 | 2.98 |
| 2022-09-30 | 9,367,514 | 6,995,350 | 4,892,906 | 1.77 | 11.62 | 3.40 |
| 2022-12-31 | 8,748,621 | 6,915,078 | 5,231,452 | 2.03 | 13.26 | 3.84 |
| 2023-03-31 | 9,210,021 | 6,573,417 | 5,293,715 | 2.84 | 18.44 | 5.30 |
| 2023-06-30 | 8,974,886 | 6,328,043 | 5,262,243 | 2.87 | 18.41 | 5.32 |
| 2023-09-30 | 8,886,938 | 6,334,238 | 5,576,386 | 2.87 | 18.29 | 5.36 |
| 2023-12-31 | 8,979,372 | 6,353,456 | 5,722,417 | 2.89 | 18.10 | 5.35 |
| 2024-03-31 | 9,161,809 | 6,435,755 | 5,684,236 | 2.71 | 15.96 | 5.30 |
| 2024-06-30 | 8,694,094 | 6,401,604 | 5,836,255 | 2.74 | 15.69 | 5.35 |
| 2024-09-30 | 9,480,904 | 6,396,466 | 6,136,410 | 2.75 | 15.65 | 5.32 |
| 2024-12-31 | 9,257,828 | 6,386,097 | 6,320,245 | 2.91 | 16.37 | 5.30 |
| 2025-03-31 | 9,542,204 | 6,566,935 | 6,413,204 | 2.85 | 15.32 | 5.06 |
| 2025-06-30 | 9,726,584 | 6,569,893 | 6,437,478 | 2.88 | 15.45 | 5.07 |
| 2025-09-30 | 9,847,078 | 6,545,654 | 6,670,746 | 2.88 | 15.34 | 5.08 |
| 2025-12-31 | 9,753,348 | 6,545,019 | 6,749,515 | 2.92 | 15.32 | 5.12 |
| 2026-03-31 | 9,892,909 | 6,518,558 | 6,928,405 | 2.80 | 13.74 | 4.95 |
| 2026-06-30 | 10,194,733 | 6,626,435 | 7,111,660 | 2.82 | 13.85 | 4.96 |
80 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 |
|---|---|---|---|
| 2007-03-17 | 1 | 405061 | 1001152 |
| 2004-06-19 | 1 | 604378 | 1001152 |
| 2002-01-01 | 1 | 586353 | 1001152 |
| 1997-11-06 | 1 | 780357 | 1001152 |
| 1996-06-28 | 1 | 1872231 | 1001152 |
| 1995-09-09 | 1 | 331665 | 1001152 |
| 1995-02-01 | 1 | 895457 | 1001152 |
| 1994-09-01 | 1 | 978060 | 1001152 |
| 1992-06-26 | 50 | 874069 | 1001152 |
| 1991-06-22 | 50 | 833776 | 1001152 |
| 1990-06-30 | 50 | 968771 | 1001152 |
| 1989-05-01 | 1 | 1002663 | 1001152 |
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.