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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 | 1,004,332 | 847,806 | 863,427 | 0.98 | 9.03 | 4.11 |
| 2023-06-30 | 1,010,904 | 825,664 | 848,928 | 1.13 | 10.34 | 3.95 |
| 2023-09-30 | 1,030,092 | 864,326 | 868,149 | 0.94 | 8.60 | 3.79 |
| 2024-03-31 | 1,086,876 | 922,758 | 889,630 | 0.40 | 3.72 | 3.12 |
| 2024-06-30 | 1,075,019 | 910,613 | 881,038 | 0.41 | 3.84 | 3.08 |
| 2024-09-30 | 1,101,050 | 934,997 | 893,214 | 0.45 | 4.26 | 3.10 |
| 2025-03-31 | 1,069,344 | 919,414 | 880,100 | 0.57 | 5.17 | 3.39 |
| 2025-06-30 | 1,058,363 | 909,055 | 897,775 | 0.73 | 6.78 | 3.60 |
| 2025-09-30 | 1,060,272 | 908,467 | 901,422 | 0.74 | 6.85 | 3.62 |
| 2025-12-31 | 1,092,309 | 954,192 | 897,470 | 0.79 | 7.36 | 3.58 |
| 2026-03-31 | 1,111,947 | 974,771 | 913,164 | 0.68 | 6.47 | 3.55 |
| 2026-06-30 | 1,065,857 | 937,088 | 885,140 | 0.87 | 8.13 | 3.70 |
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 |
|---|---|---|---|
| 1992-06-30 | 1 | 813479 | 429487 |
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.