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Regulatory profile
Cottonwood Heights, UT · FDIC certificate #26881 · RSSD 962966
Performance workbook
Open the interactive workbook to compare reported quarterly history with national, asset-band and state peers.
Peer interpretation
$50B–$250B asset cohort · 35 institutions
Deterministic peer comparison, not a regulatory rating or diagnosis. “Opportunity” means lower favorable percentile within this asset cohort.
Reported performance
Period-matched peer context
Percentiles use 33 verified constituents for the same filing period.
Ten-year database
| Quarter | Assets | Deposits | Net loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56.8B | $46.8B | $46.7B | 1.98% | 15.41% | 6.07% |
| 2026-03-31 | $49.7B | $42.3B | $40.9B | 2.03% | 15.84% | 6.02% |
| 2025-12-31 | $46.6B | $39.7B | $36.7B | 1.96% | 14.17% | 6.15% |
| 2025-09-30 | $41.3B | $33.8B | $33.7B | 2.01% | 14.23% | 6.28% |
| 2025-06-30 | $36.3B | $29.7B | $30.3B | 2.05% | 14.52% | 6.35% |
| 2025-03-31 | $32.9B | $27.4B | $27.1B | 2.13% | 14.68% | 6.52% |
| 2024-12-31 | $31.1B | $26.0B | $25.4B | 1.72% | 12.14% | 6.32% |
| 2024-09-30 | $29.3B | $24.6B | $24.3B | 1.71% | 12.19% | 6.27% |
| 2024-06-30 | $27.4B | $23.1B | $22.7B | 1.54% | 11.06% | 6.32% |
| 2024-03-31 | $25.7B | $21.8B | $20.4B | 1.61% | 11.56% | 6.50% |
| 2023-12-31 | $24.1B | $18.9B | $19.8B | 2.04% | 15.36% | 6.72% |
| 2023-09-30 | $21.5B | $16.0B | $17.9B | 1.91% | 14.77% | 6.64% |
| 2023-06-30 | $17.7B | $13.2B | $14.1B | 2.04% | 16.32% | 6.62% |
| 2023-03-31 | $13.2B | $10.4B | $10.5B | 2.61% | 22.19% | 6.75% |
| 2022-12-31 | $9.1B | $7.4B | $7.7B | 1.84% | 10.47% | 7.25% |
| 2022-09-30 | $6.5B | $5.1B | $5.5B | 2.10% | 10.12% | 7.13% |
| 2022-06-30 | $4.4B | $2.8B | $3.7B | 2.12% | 8.04% | 5.39% |
| 2022-03-31 | $2.0B | $1.2B | $0.8B | -0.60% | -1.68% | 1.28% |
Ownership, transformations and revisions
NIC relationships are time-bounded. Reviewed filing revisions remain distinct from mergers.
SOFI TECHNOLOGIES, INC.RSSD 5586871 · 2024-09-01 to current
Unmatched RSSD entityRSSD 5300273 · 2022-02-02 to 2024-08-31
Unmatched RSSD entityRSSD 2930419 · 2003-02-13 to 2022-02-01
None matched.
No reviewed revisions published.
Latest registered batch · retrieved 8/27/2026, 10:51:00 AM · SHA-256 56519b9e6ae2ada5757ec111f52c6451d5e31d6d47a52fdcf0bf38acf129fcaa · source ↗
Put it in context
Use consistent definitions, then verify material findings against the official filing.