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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 |
|---|---|---|---|---|---|---|
| 2021-06-30 | 1,073,830 | 966,174 | 698,362 | 1.40 | 16.20 | 4.08 |
| 2021-09-30 | 1,124,495 | 1,012,133 | 675,038 | 1.29 | 14.83 | 3.74 |
| 2021-12-31 | 1,144,580 | 1,029,778 | 672,995 | 1.19 | 13.69 | 3.61 |
| 2022-03-31 | 1,096,464 | 985,729 | 721,577 | 1.31 | 14.97 | 3.15 |
| 2022-06-30 | 1,054,279 | 946,835 | 741,002 | 1.42 | 15.91 | 3.31 |
| 2022-09-30 | 1,077,103 | 971,527 | 801,840 | 1.42 | 15.93 | 3.53 |
| 2022-12-31 | 1,082,644 | 960,527 | 822,781 | 1.45 | 16.18 | 3.65 |
| 2023-03-31 | 1,120,094 | 942,218 | 831,628 | 1.33 | 14.32 | 3.85 |
| 2023-06-30 | 1,135,613 | 959,772 | 830,367 | 1.43 | 15.34 | 3.74 |
| 2023-09-30 | 1,196,273 | 1,014,481 | 840,316 | 1.48 | 15.92 | 3.65 |
| 2023-12-31 | 1,213,096 | 1,075,412 | 849,849 | 1.36 | 14.62 | 3.61 |
| 2024-03-31 | 1,334,792 | 1,180,785 | 854,574 | 1.33 | 14.47 | 3.20 |
| 2024-06-30 | 1,378,914 | 1,143,100 | 854,425 | 1.37 | 14.95 | 3.15 |
| 2024-09-30 | 1,407,524 | 1,166,189 | 880,496 | 1.25 | 13.66 | 3.15 |
| 2024-12-31 | 1,410,445 | 1,252,225 | 870,417 | 1.27 | 13.71 | 3.13 |
| 2025-03-31 | 1,433,325 | 1,243,087 | 876,342 | 1.21 | 12.67 | 3.24 |
| 2025-06-30 | 1,411,702 | 1,155,517 | 862,244 | 1.30 | 13.32 | 3.27 |
| 2025-09-30 | 1,415,538 | 1,166,879 | 853,294 | 1.34 | 13.47 | 3.29 |
| 2025-12-31 | 1,485,132 | 1,218,888 | 883,899 | 1.44 | 14.54 | 3.30 |
| 2026-03-31 | 1,471,716 | 1,200,936 | 903,157 | 1.43 | 14.70 | 3.35 |
| 2026-06-30 | 1,492,454 | 1,205,577 | 893,256 | 1.30 | 13.33 | 3.35 |
17 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 |
|---|---|---|---|
| 2025-12-06 | 1 | 371755 | 286457 |
| 2021-05-22 | 1 | 716655 | 286457 |
| 2021-05-22 | 1 | 834755 | 286457 |
| 2018-04-28 | 1 | 378558 | 286457 |
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.