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Research terminalQ2 2026 · 4,313 institutions · refreshed 8/27/2026 · database outage
Q2 2026 · 4,313 institutions · refreshed 8/27/2026
OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2016-03-31 | 8,123,037 | 6,437,733 | 5,828,236 | 1.11 | 8.01 | 4.16 |
| 2016-06-30 | 8,502,318 | 6,707,315 | 6,198,113 | 1.11 | 7.95 | 4.26 |
| 2016-09-30 | 8,520,287 | 6,922,560 | 6,249,274 | 1.13 | 8.05 | 4.26 |
| 2016-12-31 | 8,676,168 | 7,177,290 | 6,337,838 | 1.14 | 8.06 | 4.28 |
| 2017-03-31 | 8,752,145 | 7,311,539 | 6,351,501 | 1.19 | 7.88 | 4.04 |
| 2017-06-30 | 8,859,638 | 7,281,495 | 6,559,256 | 1.20 | 7.92 | 4.16 |
| 2017-09-30 | 10,302,258 | 8,194,410 | 7,611,365 | 1.18 | 7.72 | 4.22 |
| 2017-12-31 | 9,805,580 | 7,999,272 | 7,682,427 | 1.08 | 6.95 | 4.32 |
| 2018-03-31 | 10,221,404 | 8,430,373 | 7,856,141 | 1.44 | 8.86 | 4.24 |
| 2018-06-30 | 10,526,167 | 8,459,431 | 7,965,348 | 1.48 | 9.17 | 4.23 |
| 2018-09-30 | 12,722,352 | 10,211,319 | 9,536,933 | 1.35 | 8.22 | 4.12 |
| 2018-12-31 | 12,915,178 | 10,169,401 | 9,444,890 | 1.40 | 8.39 | 4.21 |
| 2019-03-31 | 12,849,590 | 10,310,603 | 9,356,383 | 1.49 | 8.50 | 4.24 |
| 2019-06-30 | 12,878,708 | 10,220,877 | 9,465,641 | 1.52 | 8.57 | 4.23 |
| 2019-09-30 | 13,020,626 | 10,305,915 | 9,655,418 | 1.43 | 8.06 | 4.17 |
| 2019-12-31 | 13,387,533 | 10,238,795 | 9,955,748 | 1.38 | 7.83 | 4.11 |
| 2020-03-31 | 13,874,363 | 10,434,040 | 10,097,990 | 0.13 | 0.77 | 3.76 |
| 2020-06-30 | 14,881,088 | 11,870,770 | 11,191,664 | 0.38 | 2.38 | 3.62 |
| 2020-09-30 | 14,793,082 | 12,059,257 | 11,316,413 | 0.56 | 3.51 | 3.56 |
| 2020-12-31 | 14,916,368 | 12,187,400 | 11,175,274 | 0.66 | 4.16 | 3.54 |
| 2021-03-31 | 15,620,824 | 12,868,676 | 11,017,304 | 1.61 | 10.55 | 3.42 |
| 2021-06-30 | 16,005,662 | 13,248,555 | 10,425,847 | 1.36 | 9.01 | 3.36 |
| 2021-09-30 | 16,140,969 | 13,383,570 | 10,299,653 | 1.27 | 8.45 | 3.25 |
| 2021-12-31 | 16,793,269 | 14,088,294 | 10,310,276 | 1.19 | 7.99 | 3.16 |
| 2022-03-31 | 16,856,225 | 14,142,939 | 10,427,455 | 0.90 | 6.19 | 2.83 |
| 2022-06-30 | 16,620,657 | 13,920,637 | 10,634,211 | 0.97 | 6.74 | 3.04 |
| 2022-09-30 | 16,479,057 | 13,589,662 | 11,075,290 | 1.06 | 7.35 | 3.28 |
| 2022-12-31 | 16,995,485 | 13,652,804 | 11,496,319 | 1.10 | 7.66 | 3.44 |
| 2023-03-31 | 17,479,420 | 14,076,250 | 11,730,451 | 1.19 | 8.49 | 3.80 |
| 2023-06-30 | 17,224,614 | 14,262,577 | 11,985,740 | 0.99 | 7.03 | 3.73 |
| 2023-09-30 | 17,188,076 | 14,326,163 | 12,211,863 | 1.03 | 7.27 | 3.69 |
| 2023-12-31 | 17,360,699 | 14,244,395 | 12,332,408 | 0.96 | 6.76 | 3.65 |
| 2024-03-31 | 17,351,025 | 14,403,467 | 12,490,914 | 1.04 | 7.06 | 3.46 |
| 2024-06-30 | 17,510,935 | 14,422,649 | 12,671,290 | 1.03 | 6.98 | 3.47 |
| 2024-09-30 | 17,961,003 | 14,895,589 | 12,719,005 | 1.27 | 8.62 | 3.50 |
| 2024-12-31 | 18,036,850 | 14,976,301 | 12,929,435 | 1.23 | 8.33 | 3.51 |
| 2025-03-31 | 18,272,048 | 15,174,200 | 13,077,665 | 1.04 | 6.93 | 3.53 |
| 2025-06-30 | 26,605,052 | 21,944,648 | 18,629,468 | 0.52 | 3.51 | 4.01 |
| 2025-09-30 | 26,722,596 | 21,790,684 | 19,014,709 | 0.72 | 4.86 | 4.08 |
| 2025-12-31 | 26,747,636 | 21,774,368 | 19,019,043 | 0.89 | 5.94 | 4.10 |
| 2026-03-31 | 27,090,994 | 22,324,890 | 18,910,366 | 1.40 | 9.22 | 3.95 |
| 2026-06-30 | 26,986,725 | 22,166,216 | 19,141,752 | 1.40 | 9.17 | 3.97 |
266 current branch locations across 6 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2025-04-01 | 1 | 2385514 | 749242 |
| 2018-09-01 | 1 | 701736 | 749242 |
| 2017-07-01 | 1 | 699132 | 749242 |
| 2016-04-01 | 1 | 3642287 | 749242 |
| 2015-07-01 | 1 | 764982 | 749242 |
| 2013-09-01 | 1 | 844343 | 749242 |
| 2011-09-01 | 1 | 4305253 | 749242 |
| 2011-02-05 | 50 | 3179831 | 749242 |
| 2010-07-24 | 50 | 1391170 | 749242 |
| 2007-07-02 | 1 | 2199252 | 749242 |
| 2005-03-31 | 1 | 2789457 | 749242 |
| 2005-01-01 | 1 | 2301952 | 749242 |
| 1999-03-27 | 1 | 226574 | 749242 |
| 1995-01-01 | 1 | 551472 | 749242 |
| 1994-04-16 | 50 | 232472 | 749242 |
| 1988-01-01 | 1 | 937647 | 749242 |
| 1985-07-01 | 1 | 878049 | 749242 |
| 1984-09-01 | 1 | 145143 | 749242 |
| 1984-07-03 | 1 | 974745 | 749242 |
| 1980-06-03 | 1 | 716048 | 749242 |
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.