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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 | 2,683,522 | 2,358,037 | 2,151,240 | 1.19 | 11.67 | 3.75 |
| 2016-06-30 | 2,916,805 | 2,516,054 | 2,264,565 | 1.20 | 12.02 | 3.76 |
| 2016-09-30 | 3,112,226 | 2,660,112 | 2,426,198 | 1.24 | 12.63 | 3.71 |
| 2016-12-31 | 3,223,468 | 2,764,329 | 2,555,389 | 1.25 | 12.90 | 3.70 |
| 2017-03-31 | 3,414,743 | 2,950,888 | 2,707,174 | 1.24 | 13.88 | 3.54 |
| 2017-06-30 | 3,581,132 | 3,121,435 | 2,798,906 | 1.29 | 14.70 | 3.62 |
| 2017-09-30 | 3,667,129 | 3,194,674 | 2,882,467 | 1.37 | 15.66 | 3.77 |
| 2017-12-31 | 3,771,452 | 3,262,774 | 2,955,513 | 1.22 | 13.76 | 3.79 |
| 2018-03-31 | 3,783,478 | 3,261,789 | 3,115,638 | 1.76 | 18.30 | 3.94 |
| 2018-06-30 | 3,960,316 | 3,410,365 | 3,203,719 | 1.77 | 18.37 | 3.96 |
| 2018-09-30 | 4,077,681 | 3,518,866 | 3,288,853 | 1.79 | 18.47 | 3.98 |
| 2018-12-31 | 4,217,941 | 3,639,917 | 3,349,989 | 1.79 | 18.41 | 4.02 |
| 2019-03-31 | 4,329,691 | 3,719,939 | 3,411,608 | 1.75 | 17.67 | 3.96 |
| 2019-06-30 | 4,295,807 | 3,677,155 | 3,585,474 | 1.81 | 17.87 | 4.00 |
| 2019-09-30 | 4,497,081 | 3,869,572 | 3,657,649 | 1.81 | 17.81 | 3.95 |
| 2019-12-31 | 4,630,165 | 3,983,857 | 3,707,064 | 1.78 | 17.58 | 3.88 |
| 2020-03-31 | 4,729,311 | 4,087,056 | 3,862,111 | 1.38 | 13.69 | 3.70 |
| 2020-06-30 | 5,006,282 | 4,351,010 | 3,922,788 | 1.31 | 13.18 | 3.64 |
| 2020-09-30 | 5,087,666 | 4,415,502 | 3,904,048 | 1.33 | 13.38 | 3.64 |
| 2020-12-31 | 5,145,618 | 4,443,484 | 3,987,394 | 1.41 | 14.11 | 3.67 |
| 2021-03-31 | 5,450,151 | 4,723,757 | 4,114,486 | 1.60 | 15.92 | 3.55 |
| 2021-06-30 | 5,577,136 | 4,798,652 | 4,229,438 | 1.58 | 15.77 | 3.41 |
| 2021-09-30 | 5,980,905 | 5,196,180 | 4,274,896 | 1.66 | 16.79 | 3.40 |
| 2021-12-31 | 6,047,211 | 5,227,835 | 4,378,707 | 1.69 | 17.18 | 3.41 |
| 2022-03-31 | 6,143,189 | 5,312,502 | 4,544,497 | 1.71 | 17.62 | 3.39 |
| 2022-06-30 | 6,233,720 | 5,410,218 | 4,869,220 | 1.76 | 18.30 | 3.58 |
| 2022-09-30 | 6,293,578 | 5,458,274 | 4,954,380 | 1.93 | 20.14 | 3.87 |
| 2022-12-31 | 6,425,969 | 5,558,803 | 5,016,382 | 2.07 | 21.51 | 4.11 |
| 2023-03-31 | 6,462,167 | 5,409,788 | 4,998,513 | 2.36 | 23.67 | 4.74 |
| 2023-06-30 | 6,668,548 | 5,591,041 | 5,056,794 | 2.33 | 23.32 | 4.67 |
| 2023-09-30 | 6,633,086 | 5,684,969 | 5,063,153 | 2.33 | 23.19 | 4.64 |
| 2023-12-31 | 6,659,765 | 5,711,402 | 5,204,424 | 2.28 | 22.59 | 4.56 |
| 2024-03-31 | 6,756,740 | 5,807,301 | 5,256,688 | 2.00 | 19.20 | 4.24 |
| 2024-06-30 | 6,847,035 | 5,882,233 | 5,366,205 | 1.99 | 19.00 | 4.13 |
| 2024-09-30 | 6,873,162 | 5,873,808 | 5,505,339 | 1.97 | 18.68 | 4.14 |
| 2024-12-31 | 6,924,154 | 5,921,062 | 5,582,118 | 1.92 | 17.99 | 4.14 |
| 2025-03-31 | 7,100,798 | 6,078,374 | 5,572,488 | 1.71 | 15.58 | 3.69 |
| 2025-06-30 | 7,279,549 | 6,083,500 | 5,673,841 | 1.77 | 16.48 | 3.77 |
| 2025-09-30 | 7,468,405 | 6,236,642 | 5,807,363 | 1.83 | 17.19 | 3.85 |
| 2025-12-31 | 7,601,679 | 6,350,066 | 5,986,242 | 1.84 | 17.33 | 3.85 |
| 2026-03-31 | 7,655,086 | 6,432,233 | 6,059,910 | 1.63 | 15.97 | 3.53 |
| 2026-06-30 | 7,731,004 | 6,476,766 | 6,203,066 | 1.69 | 16.49 | 3.64 |
17 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 |
|---|---|---|---|
| 2015-11-21 | 1 | 3404869 | 1918344 |
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.