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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 |
|---|---|---|---|---|---|---|
| 2016-03-31 | 6,459,023 | 5,031,036 | 5,138,140 | 1.06 | 8.58 | 3.43 |
| 2016-06-30 | 6,653,238 | 5,134,787 | 5,348,050 | 1.07 | 8.76 | 3.38 |
| 2016-09-30 | 6,697,008 | 5,161,793 | 5,376,135 | 1.15 | 9.37 | 3.39 |
| 2016-12-31 | 6,920,615 | 5,289,434 | 5,562,437 | 1.12 | 9.23 | 3.38 |
| 2017-03-31 | 7,042,631 | 5,453,397 | 5,705,365 | 1.07 | 9.07 | 3.38 |
| 2017-06-30 | 7,062,361 | 5,429,745 | 5,725,588 | 1.13 | 9.54 | 3.45 |
| 2017-09-30 | 7,149,012 | 5,463,836 | 5,811,982 | 1.20 | 10.05 | 3.48 |
| 2017-12-31 | 7,038,696 | 5,449,200 | 5,709,544 | 1.04 | 8.69 | 3.50 |
| 2018-03-31 | 6,988,297 | 5,409,851 | 5,674,850 | 1.55 | 12.56 | 3.54 |
| 2018-06-30 | 7,077,019 | 5,417,613 | 5,729,402 | 1.40 | 11.37 | 3.58 |
| 2018-09-30 | 7,086,756 | 5,484,793 | 5,751,458 | 1.54 | 12.36 | 3.61 |
| 2018-12-31 | 7,233,529 | 5,682,792 | 5,888,023 | 1.54 | 12.34 | 3.62 |
| 2019-03-31 | 7,211,427 | 5,845,944 | 5,876,749 | 1.34 | 10.46 | 3.65 |
| 2019-06-30 | 7,318,792 | 5,865,539 | 5,979,856 | 1.42 | 11.00 | 3.65 |
| 2019-09-30 | 7,555,257 | 5,989,211 | 6,142,021 | 1.44 | 11.19 | 3.64 |
| 2019-12-31 | 8,747,957 | 7,044,084 | 7,080,184 | 1.34 | 10.25 | 3.56 |
| 2020-03-31 | 8,991,216 | 7,068,954 | 7,157,204 | 0.71 | 5.30 | 3.51 |
| 2020-06-30 | 9,456,177 | 7,880,621 | 7,448,208 | -0.37 | -2.82 | 3.44 |
| 2020-09-30 | 9,173,838 | 7,639,283 | 7,290,594 | 0.01 | 0.10 | 3.42 |
| 2020-12-31 | 8,954,696 | 7,427,123 | 7,126,776 | 0.29 | 2.24 | 3.43 |
| 2021-03-31 | 9,319,989 | 7,884,008 | 7,080,861 | 1.45 | 11.24 | 3.43 |
| 2021-06-30 | 9,487,419 | 8,028,426 | 6,905,363 | 1.35 | 10.54 | 3.32 |
| 2021-09-30 | 9,428,053 | 7,964,404 | 6,866,042 | 1.31 | 10.21 | 3.29 |
| 2021-12-31 | 9,478,352 | 8,007,293 | 6,902,936 | 1.23 | 9.58 | 3.26 |
| 2022-03-31 | 9,426,936 | 7,972,415 | 6,865,343 | 1.28 | 10.07 | 3.14 |
| 2022-06-30 | 9,097,570 | 7,623,487 | 6,944,110 | 1.29 | 10.08 | 3.36 |
| 2022-09-30 | 8,931,557 | 7,419,446 | 6,998,261 | 1.42 | 11.10 | 3.61 |
| 2022-12-31 | 9,106,184 | 7,233,787 | 7,082,645 | 1.52 | 11.82 | 3.78 |
| 2023-03-31 | 9,189,090 | 7,168,242 | 7,143,032 | 1.80 | 13.65 | 4.36 |
| 2023-06-30 | 9,244,068 | 7,164,000 | 7,214,395 | 1.68 | 12.81 | 4.33 |
| 2023-09-30 | 9,459,752 | 7,242,087 | 7,407,969 | 1.61 | 12.38 | 4.28 |
| 2023-12-31 | 9,545,787 | 7,542,501 | 7,545,528 | 1.61 | 12.33 | 4.21 |
| 2024-03-31 | 9,534,885 | 7,622,473 | 7,551,232 | 1.37 | 10.27 | 3.90 |
| 2024-06-30 | 9,628,986 | 7,713,462 | 7,607,608 | 1.38 | 10.29 | 3.89 |
| 2024-09-30 | 9,575,110 | 7,689,406 | 7,585,041 | 1.39 | 10.24 | 3.90 |
| 2024-12-31 | 9,653,169 | 7,822,421 | 7,641,464 | 1.40 | 10.24 | 3.88 |
| 2025-03-31 | 9,713,424 | 7,935,139 | 7,737,339 | 1.44 | 10.17 | 3.81 |
| 2025-06-30 | 9,804,014 | 7,965,917 | 7,835,854 | 1.40 | 9.87 | 3.86 |
| 2025-09-30 | 9,812,431 | 7,968,529 | 7,882,852 | 1.43 | 9.97 | 3.91 |
| 2025-12-31 | 9,864,607 | 7,970,793 | 7,979,789 | 1.43 | 9.90 | 3.94 |
| 2026-03-31 | 9,939,635 | 8,220,382 | 7,866,805 | 1.47 | 10.18 | 3.91 |
| 2026-06-30 | 9,935,678 | 8,126,539 | 7,969,761 | 1.47 | 10.32 | 3.95 |
76 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 |
|---|---|---|---|
| 2019-12-01 | 1 | 71318 | 936426 |
| 2015-05-09 | 1 | 3188646 | 936426 |
| 2013-02-09 | 1 | 3184693 | 936426 |
| 2012-03-10 | 1 | 93413 | 936426 |
| 2008-06-07 | 1 | 938523 | 936426 |
| 2002-09-07 | 1 | 377823 | 936426 |
| 1997-05-03 | 1 | 772325 | 936426 |
| 1991-11-16 | 50 | 25375 | 936426 |
| 1991-07-06 | 50 | 374877 | 936426 |
| 1987-07-01 | 1 | 237516 | 936426 |
| 1986-05-01 | 1 | 966320 | 936426 |
| 1983-04-01 | 1 | 340425 | 936426 |
| 1970-02-16 | 1 | 834522 | 936426 |
| 1967-04-17 | 1 | 866523 | 936426 |
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.