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Research terminalQ2 2026 · 4,313 institutions · refreshed 8/27/2026 · database outage
Q2 2026 · 4,313 institutions · refreshed 8/27/2026
OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2016-03-31 | 2,860,617 | 2,273,804 | 2,026,418 | 1.64 | 15.43 | 3.23 |
| 2016-06-30 | 3,149,107 | 2,533,043 | 2,221,395 | 1.69 | 16.12 | 3.25 |
| 2016-09-30 | 3,423,824 | 2,782,776 | 2,444,186 | 1.75 | 16.57 | 3.29 |
| 2016-12-31 | 3,291,586 | 2,714,537 | 2,523,249 | 1.70 | 15.94 | 3.37 |
| 2017-03-31 | 3,218,003 | 2,637,830 | 2,510,128 | 1.94 | 17.16 | 3.38 |
| 2017-06-30 | 3,448,134 | 2,844,204 | 2,579,117 | 1.82 | 16.33 | 3.34 |
| 2017-09-30 | 3,417,399 | 2,805,343 | 2,553,556 | 1.90 | 16.94 | 3.44 |
| 2017-12-31 | 3,564,766 | 2,931,926 | 2,711,772 | 1.71 | 15.40 | 3.45 |
| 2018-03-31 | 3,580,282 | 2,856,787 | 2,731,289 | 2.12 | 19.05 | 3.63 |
| 2018-06-30 | 3,687,256 | 2,971,416 | 2,755,001 | 2.31 | 20.71 | 3.74 |
| 2018-09-30 | 3,700,717 | 2,980,997 | 2,725,546 | 2.39 | 21.31 | 3.75 |
| 2018-12-31 | 3,795,730 | 3,080,587 | 2,851,262 | 2.31 | 20.54 | 3.77 |
| 2019-03-31 | 4,075,835 | 3,353,887 | 2,889,085 | 2.24 | 20.73 | 3.90 |
| 2019-06-30 | 4,240,353 | 3,426,085 | 3,119,023 | 2.16 | 20.46 | 3.93 |
| 2019-09-30 | 4,296,635 | 3,416,604 | 3,046,433 | 2.18 | 20.74 | 3.88 |
| 2019-12-31 | 4,532,951 | 3,667,597 | 3,292,002 | 2.14 | 20.37 | 3.75 |
| 2020-03-31 | 4,696,128 | 3,602,182 | 3,269,356 | 1.95 | 19.63 | 3.39 |
| 2020-06-30 | 5,337,454 | 4,168,751 | 3,703,024 | 1.52 | 15.98 | 3.20 |
| 2020-09-30 | 5,427,430 | 4,250,743 | 3,789,348 | 1.67 | 17.82 | 3.06 |
| 2020-12-31 | 5,931,108 | 4,665,519 | 4,009,499 | 1.75 | 18.90 | 2.96 |
| 2021-03-31 | 5,702,415 | 4,480,174 | 4,054,781 | 1.92 | 20.67 | 2.63 |
| 2021-06-30 | 6,044,067 | 4,819,534 | 4,147,070 | 1.94 | 20.83 | 2.72 |
| 2021-09-30 | 6,048,383 | 4,820,415 | 3,965,784 | 2.00 | 21.15 | 2.76 |
| 2021-12-31 | 7,595,757 | 6,337,842 | 4,751,732 | 1.87 | 20.45 | 2.68 |
| 2022-03-31 | 7,491,514 | 6,255,846 | 4,905,796 | 1.78 | 21.12 | 2.60 |
| 2022-06-30 | 8,144,565 | 6,869,279 | 5,291,165 | 1.76 | 21.14 | 2.76 |
| 2022-09-30 | 7,893,748 | 6,401,067 | 5,213,268 | 1.74 | 20.96 | 2.92 |
| 2022-12-31 | 7,602,722 | 5,842,965 | 5,417,400 | 1.86 | 22.13 | 3.13 |
| 2023-03-31 | 7,418,798 | 5,553,631 | 5,188,550 | 2.15 | 23.22 | 3.87 |
| 2023-06-30 | 7,864,338 | 5,914,896 | 5,791,689 | 2.08 | 22.62 | 3.78 |
| 2023-09-30 | 8,162,242 | 6,290,092 | 5,530,196 | 2.19 | 24.16 | 3.83 |
| 2023-12-31 | 8,066,255 | 6,193,328 | 5,629,453 | 2.12 | 22.99 | 3.85 |
| 2024-03-31 | 7,745,579 | 5,883,471 | 5,605,145 | 2.07 | 21.42 | 3.81 |
| 2024-06-30 | 8,575,926 | 6,500,994 | 5,902,202 | 2.23 | 23.72 | 3.85 |
| 2024-09-30 | 8,362,277 | 6,181,389 | 5,992,847 | 2.22 | 23.31 | 3.80 |
| 2024-12-31 | 8,463,081 | 6,451,129 | 6,098,505 | 2.18 | 23.03 | 3.75 |
| 2025-03-31 | 8,724,205 | 6,807,136 | 6,035,907 | 1.99 | 21.40 | 3.54 |
| 2025-06-30 | 9,544,049 | 7,481,031 | 6,464,653 | 2.21 | 24.28 | 3.51 |
| 2025-09-30 | 9,241,590 | 7,242,669 | 6,503,302 | 2.22 | 24.44 | 3.48 |
| 2025-12-31 | 9,386,148 | 7,366,496 | 6,770,513 | 2.20 | 24.18 | 3.49 |
| 2026-03-31 | 8,997,757 | 6,987,404 | 6,752,199 | 1.74 | 18.59 | 3.38 |
| 2026-06-30 | 9,250,823 | 7,281,646 | 6,856,228 | 1.99 | 21.10 | 3.39 |
10 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 |
|---|---|---|---|
| 2017-10-01 | 1 | 2467764 | 1917301 |
| 2017-10-01 | 1 | 4794174 | 1917301 |
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.