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Research terminalQ2 2026 · 4,313 institutions · refreshed 8/27/2026 · catalog mismatch
Q2 2026 · 4,313 institutions · refreshed 8/27/2026
OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2016-03-31 | 8,653,227 | 6,671,643 | 6,544,244 | 1.27 | 8.62 | 4.55 |
| 2016-06-30 | 9,024,542 | 6,821,238 | 6,789,932 | 1.40 | 9.56 | 4.67 |
| 2016-09-30 | 9,204,544 | 6,655,896 | 7,112,143 | 1.60 | 10.92 | 4.62 |
| 2016-12-31 | 9,590,382 | 6,728,048 | 7,338,568 | 1.56 | 10.77 | 4.60 |
| 2017-03-31 | 8,991,859 | 6,942,226 | 6,827,684 | 1.15 | 7.96 | 4.02 |
| 2017-06-30 | 9,882,103 | 7,204,919 | 7,772,750 | 1.62 | 11.43 | 4.43 |
| 2017-09-30 | 9,748,268 | 7,252,370 | 7,732,086 | 1.50 | 10.57 | 4.34 |
| 2017-12-31 | 9,631,485 | 7,551,403 | 7,529,933 | 1.20 | 8.41 | 4.34 |
| 2018-03-31 | 9,322,266 | 7,487,633 | 7,187,426 | 1.16 | 7.93 | 4.14 |
| 2018-06-30 | 9,895,680 | 7,423,828 | 7,837,477 | 1.28 | 8.80 | 4.11 |
| 2018-09-30 | 10,031,321 | 7,838,323 | 7,811,904 | 1.31 | 9.05 | 4.18 |
| 2018-12-31 | 10,105,549 | 8,068,072 | 7,685,977 | 1.27 | 8.83 | 4.25 |
| 2019-03-31 | 9,866,465 | 7,929,594 | 7,520,341 | 1.35 | 9.21 | 4.13 |
| 2019-06-30 | 10,558,336 | 8,120,951 | 8,186,574 | 1.68 | 11.49 | 4.06 |
| 2019-09-30 | 11,095,771 | 8,430,960 | 8,691,784 | 1.91 | 13.28 | 4.02 |
| 2019-12-31 | 11,335,522 | 8,736,582 | 8,850,145 | 1.75 | 12.38 | 3.95 |
| 2020-03-31 | 11,882,082 | 9,549,901 | 9,165,989 | 1.25 | 9.49 | 3.57 |
| 2020-06-30 | 13,801,552 | 11,580,640 | 9,863,685 | 2.00 | 15.81 | 3.33 |
| 2020-09-30 | 13,674,043 | 11,401,146 | 9,836,172 | 2.83 | 22.71 | 3.25 |
| 2020-12-31 | 13,594,696 | 11,227,102 | 9,895,689 | 2.90 | 23.34 | 3.26 |
| 2021-03-31 | 14,229,718 | 11,768,883 | 9,685,248 | 3.38 | 28.18 | 3.06 |
| 2021-06-30 | 14,199,643 | 11,819,842 | 9,787,078 | 3.13 | 26.20 | 3.06 |
| 2021-09-30 | 14,421,082 | 12,100,714 | 8,906,681 | 2.96 | 24.99 | 3.01 |
| 2021-12-31 | 15,019,689 | 12,827,199 | 8,933,724 | 2.71 | 23.01 | 2.93 |
| 2022-03-31 | 15,027,903 | 12,735,723 | 8,834,928 | 1.06 | 9.48 | 2.58 |
| 2022-06-30 | 13,935,564 | 11,655,425 | 8,855,520 | 1.11 | 9.94 | 2.79 |
| 2022-09-30 | 13,638,265 | 11,203,801 | 8,445,175 | 1.04 | 9.26 | 2.98 |
| 2022-12-31 | 13,520,414 | 11,235,697 | 8,539,677 | 0.96 | 8.56 | 3.07 |
| 2023-03-31 | 13,836,907 | 11,031,187 | 8,765,572 | 0.88 | 7.81 | 3.20 |
| 2023-06-30 | 13,965,656 | 11,111,382 | 9,209,603 | 0.71 | 6.31 | 3.07 |
| 2023-09-30 | 13,428,099 | 11,076,781 | 8,784,979 | 0.79 | 7.00 | 3.05 |
| 2023-12-31 | 13,407,371 | 11,069,482 | 8,557,249 | 0.77 | 6.78 | 2.99 |
| 2024-03-31 | 13,186,453 | 10,873,308 | 8,456,983 | 0.76 | 6.44 | 2.82 |
| 2024-06-30 | 12,733,607 | 10,421,167 | 8,972,913 | 0.76 | 6.37 | 2.87 |
| 2024-09-30 | 13,239,499 | 10,945,109 | 8,435,041 | 0.79 | 6.74 | 2.88 |
| 2024-12-31 | 13,329,161 | 11,257,804 | 8,344,432 | 0.84 | 7.21 | 2.89 |
| 2025-03-31 | 12,875,225 | 10,933,941 | 8,295,741 | 0.70 | 6.20 | 2.90 |
| 2025-06-30 | 12,409,286 | 10,485,419 | 8,572,084 | 1.06 | 9.25 | 3.02 |
| 2025-09-30 | 12,641,377 | 10,746,841 | 8,656,081 | 1.09 | 9.38 | 3.07 |
| 2025-12-31 | 12,749,613 | 10,914,073 | 8,826,051 | 1.05 | 9.06 | 3.12 |
| 2026-03-31 | 12,440,134 | 10,680,035 | 8,791,441 | 1.06 | 9.37 | 3.31 |
| 2026-06-30 | 12,684,839 | 10,655,332 | 9,185,933 | 1.11 | 9.99 | 3.32 |
57 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 |
|---|---|---|---|
| 2018-08-01 | 1 | 3386554 | 637451 |
| 2015-01-01 | 1 | 42671 | 637451 |
| 2013-09-14 | 50 | 659257 | 637451 |
| 2003-01-02 | 1 | 576859 | 637451 |
| 2001-01-02 | 1 | 2620961 | 637451 |
| 1997-12-31 | 1 | 2493914 | 637451 |
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.