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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 | 4,363,925 | 3,689,491 | 3,066,443 | 1.66 | 16.91 | 3.42 |
| 2016-06-30 | 4,364,384 | 3,679,401 | 3,188,313 | 1.77 | 17.79 | 3.43 |
| 2016-09-30 | 4,363,203 | 3,698,032 | 3,223,661 | 1.80 | 17.93 | 3.45 |
| 2016-12-31 | 4,372,911 | 3,748,221 | 3,244,350 | 1.80 | 17.97 | 3.46 |
| 2017-03-31 | 4,434,516 | 3,793,547 | 3,294,612 | 1.59 | 15.70 | 3.42 |
| 2017-06-30 | 4,474,163 | 3,781,927 | 3,394,029 | 1.71 | 16.89 | 3.47 |
| 2017-09-30 | 4,650,921 | 3,854,260 | 3,557,786 | 1.76 | 17.43 | 3.54 |
| 2017-12-31 | 4,594,004 | 3,942,415 | 3,567,627 | 1.79 | 17.64 | 3.60 |
| 2018-03-31 | 4,680,584 | 4,062,139 | 3,586,778 | 1.61 | 15.84 | 3.65 |
| 2018-06-30 | 4,618,157 | 3,979,871 | 3,632,008 | 2.06 | 20.11 | 3.71 |
| 2018-09-30 | 4,689,330 | 4,064,294 | 3,726,339 | 1.88 | 18.34 | 3.74 |
| 2018-12-31 | 4,729,390 | 4,074,843 | 3,783,270 | 1.77 | 17.21 | 3.75 |
| 2019-03-31 | 4,876,880 | 4,196,288 | 3,821,909 | 1.42 | 13.55 | 3.64 |
| 2019-06-30 | 5,029,104 | 4,297,205 | 3,920,771 | 1.44 | 13.64 | 3.62 |
| 2019-09-30 | 5,193,941 | 4,434,067 | 3,959,910 | 1.46 | 13.83 | 3.63 |
| 2019-12-31 | 5,333,783 | 4,564,292 | 4,034,981 | 1.44 | 13.66 | 3.60 |
| 2020-03-31 | 5,501,920 | 4,698,243 | 4,073,705 | 1.35 | 12.61 | 3.48 |
| 2020-06-30 | 6,094,349 | 5,098,798 | 4,384,407 | 1.35 | 12.90 | 3.44 |
| 2020-09-30 | 6,214,969 | 5,205,851 | 4,392,456 | 1.36 | 13.08 | 3.41 |
| 2020-12-31 | 6,315,152 | 5,368,901 | 4,428,035 | 1.39 | 13.38 | 3.38 |
| 2021-03-31 | 6,798,756 | 5,797,850 | 4,411,704 | 1.69 | 17.11 | 3.44 |
| 2021-06-30 | 6,966,833 | 6,116,908 | 4,473,086 | 1.55 | 15.76 | 3.33 |
| 2021-09-30 | 7,356,188 | 6,479,791 | 4,504,221 | 1.46 | 14.97 | 3.19 |
| 2021-12-31 | 7,852,003 | 6,984,915 | 4,688,495 | 1.38 | 14.45 | 3.09 |
| 2022-03-31 | 7,609,037 | 6,824,098 | 4,709,090 | 1.19 | 13.92 | 2.86 |
| 2022-06-30 | 7,344,823 | 6,557,753 | 4,832,805 | 1.23 | 14.65 | 2.99 |
| 2022-09-30 | 7,529,778 | 6,632,857 | 5,048,573 | 1.27 | 15.45 | 3.06 |
| 2022-12-31 | 7,724,198 | 6,351,960 | 5,303,539 | 1.21 | 15.21 | 3.02 |
| 2023-03-31 | 7,767,467 | 6,681,103 | 5,344,807 | 0.82 | 11.37 | 2.53 |
| 2023-06-30 | 7,951,678 | 6,586,470 | 5,546,967 | 0.80 | 10.95 | 2.47 |
| 2023-09-30 | 8,243,706 | 6,680,098 | 5,646,924 | 0.75 | 10.46 | 2.39 |
| 2023-12-31 | 8,202,374 | 6,811,852 | 5,794,224 | 0.70 | 9.58 | 2.32 |
| 2024-03-31 | 8,610,829 | 7,008,606 | 5,829,225 | 0.63 | 8.34 | 2.11 |
| 2024-06-30 | 8,627,338 | 7,053,281 | 5,923,662 | 0.63 | 8.30 | 2.15 |
| 2024-09-30 | 8,924,633 | 7,304,711 | 5,958,150 | 0.67 | 8.72 | 2.20 |
| 2024-12-31 | 8,278,376 | 7,255,489 | 6,099,633 | 0.76 | 9.74 | 2.29 |
| 2025-03-31 | 8,455,213 | 7,442,509 | 6,150,498 | 1.09 | 12.79 | 2.69 |
| 2025-06-30 | 8,508,672 | 7,541,161 | 6,269,816 | 1.14 | 12.98 | 2.81 |
| 2025-09-30 | 8,566,872 | 7,539,673 | 6,352,485 | 1.21 | 13.51 | 2.92 |
| 2025-12-31 | 8,860,281 | 7,840,122 | 6,535,146 | 1.26 | 13.77 | 3.00 |
| 2026-03-31 | 9,115,395 | 8,132,496 | 6,661,736 | 1.45 | 15.24 | 3.27 |
| 2026-06-30 | 9,177,122 | 8,130,562 | 6,751,764 | 1.49 | 15.56 | 3.36 |
72 current branch locations across 3 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2017-07-01 | 1 | 278957 | 913856 |
| 2015-01-01 | 1 | 29953 | 913856 |
| 2012-12-20 | 1 | 559553 | 913856 |
| 2012-12-18 | 1 | 872551 | 913856 |
| 2010-12-01 | 1 | 262451 | 913856 |
| 2007-08-25 | 1 | 196350 | 913856 |
| 2007-02-17 | 1 | 603951 | 913856 |
| 2003-03-06 | 1 | 486659 | 913856 |
| 2002-09-28 | 1 | 544250 | 913856 |
| 2002-07-08 | 1 | 341356 | 913856 |
| 2000-11-18 | 1 | 667056 | 913856 |
| 2000-09-23 | 1 | 504955 | 913856 |
| 2000-09-23 | 1 | 337452 | 913856 |
| 2000-09-23 | 1 | 866550 | 913856 |
| 2000-05-27 | 1 | 523750 | 913856 |
| 2000-05-27 | 1 | 653750 | 913856 |
| 2000-05-27 | 1 | 116956 | 913856 |
| 2000-05-27 | 1 | 725451 | 913856 |
| 2000-05-03 | 1 | 543057 | 913856 |
| 2000-01-29 | 1 | 22057 | 913856 |
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.