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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 |
|---|---|---|---|---|---|---|
| 2024-09-30 | 1,026,748 | 921,225 | 841,831 | 1.19 | 13.66 | 3.89 |
| 2024-12-31 | 1,023,550 | 907,297 | 854,544 | 1.28 | 14.78 | 3.97 |
| 2025-03-31 | 1,026,280 | 906,550 | 859,041 | 1.38 | 15.90 | 4.02 |
| 2025-06-30 | 1,042,548 | 861,180 | 878,487 | 1.13 | 13.00 | 4.10 |
| 2025-09-30 | 1,116,598 | 936,913 | 943,726 | 1.23 | 14.15 | 4.14 |
| 2025-12-31 | 1,143,445 | 943,647 | 952,544 | 1.31 | 15.19 | 4.11 |
| 2026-03-31 | 1,134,884 | 979,874 | 961,427 | 1.28 | 15.04 | 3.91 |
| 2026-06-30 | 1,161,394 | 973,567 | 983,024 | 1.30 | 15.12 | 3.97 |
11 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 |
|---|---|---|---|
| 2013-10-21 | 1 | 3048982 | 2958972 |
| 2007-02-05 | 1 | 570848 | 2958972 |
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.