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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 |
|---|---|---|---|---|---|---|
| 2024-03-31 | 1,016,197 | 822,000 | 853,379 | 1.49 | 13.01 | 3.43 |
| 2024-06-30 | 1,260,478 | 1,059,919 | 1,055,153 | 1.38 | 11.99 | 3.83 |
| 2024-09-30 | 1,284,883 | 1,090,333 | 1,076,459 | 1.50 | 12.85 | 3.92 |
| 2024-12-31 | 1,317,140 | 1,118,278 | 1,119,132 | 1.57 | 13.36 | 3.93 |
| 2025-03-31 | 1,354,984 | 1,156,396 | 1,138,667 | 1.63 | 13.52 | 3.87 |
| 2025-06-30 | 1,401,860 | 1,189,798 | 1,165,640 | 1.67 | 13.90 | 3.92 |
| 2025-09-30 | 1,391,371 | 1,182,054 | 1,170,517 | 1.74 | 14.33 | 4.00 |
| 2025-12-31 | 1,404,732 | 1,188,529 | 1,169,753 | 1.79 | 14.60 | 4.04 |
| 2026-03-31 | 1,459,963 | 1,245,742 | 1,208,445 | 1.76 | 13.95 | 4.08 |
| 2026-06-30 | 1,514,517 | 1,292,956 | 1,249,314 | 1.80 | 14.35 | 4.07 |
10 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 |
|---|---|---|---|
| 2024-04-10 | 1 | 3869123 | 3404506 |
| 2018-04-03 | 1 | 2895835 | 3404506 |
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.