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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 |
|---|---|---|---|---|---|---|
| 2023-03-31 | 1,079,280 | 894,167 | 839,306 | 0.26 | 2.69 | 3.26 |
| 2023-06-30 | 1,053,980 | 892,526 | 865,100 | 0.34 | 3.56 | 3.22 |
| 2023-09-30 | 1,087,084 | 927,420 | 897,809 | 0.35 | 3.71 | 3.16 |
| 2023-12-31 | 1,132,908 | 962,546 | 941,503 | 0.36 | 3.89 | 3.15 |
| 2024-03-31 | 1,176,626 | 1,013,636 | 970,414 | 0.30 | 3.44 | 3.12 |
| 2024-06-30 | 1,210,630 | 1,018,556 | 983,318 | 0.52 | 5.78 | 3.25 |
| 2024-09-30 | 1,215,455 | 1,039,252 | 978,837 | 0.69 | 7.50 | 3.33 |
| 2024-12-31 | 1,289,197 | 1,096,448 | 1,064,977 | 0.69 | 7.49 | 3.38 |
| 2025-03-31 | 1,378,939 | 1,204,428 | 1,128,907 | 0.91 | 10.03 | 3.54 |
| 2025-06-30 | 1,433,661 | 1,253,973 | 1,196,511 | 0.98 | 11.02 | 3.65 |
| 2025-09-30 | 1,488,916 | 1,288,864 | 1,242,729 | 1.02 | 11.54 | 3.72 |
| 2025-12-31 | 1,523,393 | 1,324,919 | 1,250,652 | 1.09 | 12.30 | 3.77 |
| 2026-03-31 | 1,628,308 | 1,434,416 | 1,294,249 | 1.01 | 11.18 | 3.65 |
| 2026-06-30 | 1,631,775 | 1,436,395 | 1,340,464 | 1.09 | 11.96 | 3.72 |
11 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 |
|---|---|---|---|
| 2007-04-09 | 1 | 870847 | 3350724 |
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.