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OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2024-03-31 | 1,047,647 | 896,462 | 849,472 | 0.27 | 3.05 | 3.40 |
| 2024-06-30 | 1,043,974 | 901,095 | 845,952 | -0.11 | -1.25 | 3.37 |
| 2024-09-30 | 1,014,878 | 888,758 | 813,373 | -0.01 | -0.15 | 3.38 |
| 2025-03-31 | 1,006,069 | 898,948 | 788,748 | 0.53 | 5.82 | 3.59 |
| 2025-09-30 | 1,039,728 | 929,386 | 759,780 | 0.68 | 7.35 | 3.65 |
| 2025-12-31 | 1,061,920 | 951,029 | 775,851 | 0.67 | 7.29 | 3.68 |
| 2026-03-31 | 1,045,680 | 933,609 | 753,543 | 0.63 | 6.83 | 3.97 |
| 2026-06-30 | 1,032,360 | 926,116 | 762,107 | 0.72 | 7.89 | 4.02 |
9 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 |
|---|---|---|---|
| 2015-10-01 | 1 | 582766 | 3821037 |
| 2013-08-01 | 1 | 33754 | 3821037 |
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.