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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 |
|---|---|---|---|---|---|---|
| 2024-03-31 | 1,013,059 | 913,612 | 832,880 | 0.44 | 4.86 | 2.93 |
| 2024-06-30 | 1,077,679 | 977,221 | 837,920 | 0.47 | 5.29 | 2.87 |
| 2024-09-30 | 1,069,244 | 966,021 | 838,664 | 0.57 | 6.36 | 2.91 |
| 2024-12-31 | 1,078,409 | 975,141 | 849,486 | 0.58 | 6.57 | 2.98 |
| 2025-03-31 | 1,148,502 | 1,041,772 | 869,937 | 0.72 | 8.25 | 3.30 |
| 2025-06-30 | 1,172,272 | 1,062,059 | 918,381 | 0.79 | 9.10 | 3.46 |
| 2025-09-30 | 1,194,801 | 1,080,729 | 973,660 | 0.94 | 10.84 | 3.59 |
| 2025-12-31 | 1,175,798 | 1,035,086 | 1,031,608 | 0.99 | 11.31 | 3.77 |
| 2026-03-31 | 1,221,577 | 1,100,692 | 1,061,041 | 1.33 | 14.57 | 4.22 |
| 2026-06-30 | 1,269,326 | 1,145,605 | 1,073,355 | 1.40 | 15.48 | 4.20 |
10 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 |
|---|---|---|---|
| 2021-05-01 | 1 | 400945 | 3306280 |
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.