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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 |
|---|---|---|---|---|---|---|
| 2024-03-31 | 1,014,036 | 764,370 | 754,785 | 0.82 | 5.70 | 3.39 |
| 2025-06-30 | 1,026,403 | 776,619 | 767,521 | 1.09 | 7.05 | 3.62 |
| 2025-09-30 | 1,044,106 | 790,659 | 782,569 | 1.14 | 7.36 | 3.69 |
| 2025-12-31 | 1,050,348 | 780,509 | 786,408 | 1.17 | 7.51 | 3.74 |
| 2026-03-31 | 1,068,191 | 789,362 | 804,110 | 1.08 | 6.86 | 3.83 |
| 2026-06-30 | 1,082,351 | 774,309 | 828,165 | 1.22 | 7.73 | 3.81 |
6 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 |
|---|---|---|---|
| 2013-07-20 | 1 | 551904 | 97804 |
| 2012-06-23 | 1 | 774105 | 97804 |
| 2011-01-11 | 1 | 2842240 | 97804 |
| 1965-01-15 | 1 | 95707 | 97804 |
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.