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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 |
|---|---|---|---|---|---|---|
| 2021-09-30 | 1,054,744 | 957,616 | 730,609 | 1.21 | 12.95 | 3.73 |
| 2021-12-31 | 1,064,683 | 967,820 | 750,126 | 1.21 | 13.00 | 3.66 |
| 2022-03-31 | 1,114,380 | 1,018,843 | 784,099 | 1.16 | 13.54 | 3.36 |
| 2022-06-30 | 1,112,898 | 1,020,453 | 825,408 | 1.25 | 14.84 | 3.56 |
| 2022-09-30 | 1,091,455 | 997,970 | 847,090 | 1.41 | 16.88 | 3.84 |
| 2022-12-31 | 1,116,610 | 997,304 | 868,351 | 1.53 | 18.17 | 4.06 |
| 2023-03-31 | 1,168,634 | 1,020,513 | 902,385 | 1.66 | 18.97 | 4.48 |
| 2023-06-30 | 1,182,015 | 1,039,584 | 915,496 | 1.62 | 18.40 | 4.36 |
| 2023-09-30 | 1,196,213 | 1,032,541 | 942,147 | 1.65 | 18.63 | 4.36 |
| 2023-12-31 | 1,215,092 | 1,076,384 | 957,840 | 1.63 | 18.16 | 4.34 |
| 2024-03-31 | 1,257,698 | 1,103,985 | 987,088 | 1.47 | 15.44 | 4.26 |
| 2024-06-30 | 1,310,576 | 1,127,709 | 1,025,318 | 1.49 | 15.68 | 4.20 |
| 2024-09-30 | 1,358,534 | 1,145,072 | 1,061,682 | 1.51 | 15.83 | 4.21 |
| 2024-12-31 | 1,342,591 | 1,173,471 | 1,076,560 | 1.63 | 16.84 | 4.29 |
| 2025-03-31 | 1,368,357 | 1,194,805 | 1,092,453 | 1.89 | 18.52 | 4.61 |
| 2025-06-30 | 1,409,009 | 1,227,442 | 1,118,685 | 1.95 | 18.97 | 4.68 |
| 2025-09-30 | 1,470,491 | 1,253,197 | 1,180,445 | 1.97 | 18.97 | 4.69 |
| 2025-12-31 | 1,467,071 | 1,261,007 | 1,196,691 | 1.98 | 18.90 | 4.72 |
| 2026-03-31 | 1,538,347 | 1,306,022 | 1,243,375 | 1.87 | 17.12 | 4.63 |
| 2026-06-30 | 1,601,685 | 1,327,227 | 1,300,227 | 1.92 | 17.55 | 4.65 |
8 current branch locations across 2 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2017-09-09 | 1 | 2727431 | 1011638 |
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.