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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 |
|---|---|---|---|---|---|---|
| 2016-03-31 | 7,365,681 | 5,705,769 | 4,968,833 | 1.19 | 15.16 | 3.44 |
| 2016-06-30 | 7,366,935 | 5,727,070 | 5,031,444 | 1.17 | 14.76 | 3.39 |
| 2016-09-30 | 7,300,582 | 5,626,391 | 5,096,608 | 1.24 | 15.55 | 3.40 |
| 2016-12-31 | 7,393,408 | 5,630,199 | 5,185,922 | 1.15 | 14.41 | 3.41 |
| 2017-03-31 | 7,671,721 | 6,022,912 | 5,228,426 | 1.14 | 14.56 | 3.35 |
| 2017-06-30 | 7,760,804 | 6,037,148 | 5,277,250 | 1.09 | 14.02 | 3.32 |
| 2017-09-30 | 7,795,409 | 6,051,268 | 5,279,321 | 1.10 | 14.04 | 3.34 |
| 2017-12-31 | 7,471,410 | 5,896,676 | 5,291,554 | 1.15 | 14.57 | 3.39 |
| 2018-03-31 | 7,455,518 | 6,177,238 | 5,227,660 | 1.43 | 17.80 | 3.62 |
| 2018-06-30 | 7,404,499 | 6,126,119 | 5,258,309 | 1.49 | 18.47 | 3.67 |
| 2018-09-30 | 7,707,474 | 6,353,965 | 5,557,816 | 1.48 | 17.82 | 3.72 |
| 2018-12-31 | 7,753,848 | 6,334,796 | 5,622,019 | 1.45 | 17.08 | 3.77 |
| 2019-03-31 | 7,801,148 | 6,418,471 | 5,668,134 | 1.37 | 14.86 | 3.77 |
| 2019-06-30 | 8,610,771 | 7,095,772 | 6,303,130 | 1.39 | 14.55 | 3.88 |
| 2019-09-30 | 8,680,746 | 7,234,450 | 6,328,386 | 1.41 | 14.47 | 3.92 |
| 2019-12-31 | 8,528,848 | 7,125,111 | 6,426,731 | 1.37 | 13.85 | 3.93 |
| 2020-03-31 | 8,685,697 | 7,355,407 | 6,442,534 | 1.20 | 11.50 | 3.88 |
| 2020-06-30 | 9,679,202 | 8,230,098 | 7,111,669 | 1.26 | 12.46 | 3.83 |
| 2020-09-30 | 9,209,546 | 7,725,562 | 7,175,253 | 1.32 | 13.04 | 3.90 |
| 2020-12-31 | 9,249,291 | 7,820,983 | 7,079,974 | 1.36 | 13.39 | 3.98 |
| 2021-03-31 | 9,877,504 | 8,485,798 | 7,075,167 | 1.89 | 18.80 | 3.78 |
| 2021-06-30 | 9,914,485 | 8,481,017 | 6,947,222 | 1.78 | 17.81 | 3.74 |
| 2021-09-30 | 10,006,027 | 8,603,171 | 6,816,849 | 1.67 | 16.84 | 3.72 |
| 2021-12-31 | 9,535,304 | 8,157,720 | 6,785,491 | 1.64 | 16.32 | 3.72 |
| 2022-03-31 | 9,544,545 | 8,255,304 | 6,740,980 | 1.74 | 16.80 | 3.69 |
| 2022-06-30 | 9,794,711 | 8,575,310 | 6,882,392 | 1.59 | 15.81 | 3.76 |
| 2022-09-30 | 9,816,644 | 8,606,272 | 7,018,454 | 1.49 | 15.20 | 3.90 |
| 2022-12-31 | 9,815,951 | 8,534,320 | 7,055,945 | 1.48 | 15.24 | 4.02 |
| 2023-03-31 | 9,817,967 | 8,583,204 | 7,007,480 | 1.48 | 15.70 | 4.24 |
| 2023-06-30 | 9,857,452 | 8,656,161 | 7,120,617 | 1.46 | 15.49 | 4.23 |
| 2023-09-30 | 9,959,528 | 8,536,433 | 7,264,949 | 1.52 | 16.16 | 4.26 |
| 2023-12-31 | 9,798,573 | 8,341,136 | 7,392,288 | 1.42 | 14.90 | 4.29 |
| 2024-03-31 | 9,844,931 | 8,604,707 | 7,439,683 | 1.51 | 14.81 | 4.41 |
| 2024-06-30 | 9,875,485 | 8,607,658 | 7,577,589 | 1.61 | 15.66 | 4.45 |
| 2024-09-30 | 9,852,021 | 8,502,301 | 7,643,518 | 1.62 | 15.53 | 4.52 |
| 2024-12-31 | 9,751,214 | 8,434,817 | 7,728,989 | 1.63 | 15.45 | 4.59 |
| 2025-03-31 | 9,835,981 | 8,493,134 | 7,795,463 | 1.81 | 16.12 | 4.78 |
| 2025-06-30 | 9,891,542 | 8,518,702 | 7,873,267 | 1.90 | 16.79 | 4.87 |
| 2025-09-30 | 9,802,597 | 8,426,963 | 7,900,864 | 1.95 | 17.01 | 4.94 |
| 2025-12-31 | 9,742,967 | 8,344,022 | 7,958,154 | 1.90 | 16.42 | 4.99 |
| 2026-03-31 | 12,926,059 | 11,097,712 | 9,558,516 | 1.98 | 16.45 | 4.92 |
| 2026-06-30 | 12,608,562 | 10,781,002 | 9,620,533 | 1.99 | 16.37 | 4.99 |
113 current branch locations across 5 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2026-02-01 | 1 | 133850 | 489623 |
| 2019-04-01 | 1 | 3486623 | 489623 |
| 2018-07-01 | 1 | 3299814 | 489623 |
| 2012-01-19 | 1 | 3224601 | 489623 |
| 2008-09-20 | 1 | 429526 | 489623 |
| 2008-09-20 | 1 | 235521 | 489623 |
| 2008-09-06 | 1 | 273523 | 489623 |
| 2008-08-30 | 1 | 756316 | 489623 |
| 2008-08-30 | 1 | 695228 | 489623 |
| 2008-08-16 | 1 | 236519 | 489623 |
| 2008-08-16 | 1 | 195072 | 489623 |
| 2006-12-18 | 1 | 2433451 | 489623 |
| 2005-01-03 | 1 | 910378 | 489623 |
| 1997-12-31 | 1 | 1069152 | 489623 |
| 1985-05-01 | 1 | 967224 | 489623 |
| 1973-10-23 | 1 | 237628 | 489623 |
| 1970-09-28 | 1 | 416816 | 489623 |
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.