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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 |
|---|---|---|---|---|---|---|
| 2021-03-31 | 1,075,224 | 925,674 | 638,809 | 1.22 | 12.79 | 3.35 |
| 2021-06-30 | 1,118,231 | 953,489 | 694,219 | 1.21 | 12.20 | 3.29 |
| 2021-09-30 | 1,138,456 | 971,085 | 725,588 | 1.21 | 12.06 | 3.38 |
| 2021-12-31 | 1,157,088 | 983,120 | 733,234 | 1.16 | 11.40 | 3.40 |
| 2022-03-31 | 1,222,026 | 1,068,846 | 756,177 | 1.06 | 10.97 | 3.12 |
| 2022-06-30 | 1,179,045 | 1,039,413 | 780,270 | 1.13 | 11.89 | 3.29 |
| 2022-09-30 | 1,240,313 | 1,101,689 | 814,229 | 1.18 | 12.80 | 3.42 |
| 2022-12-31 | 1,272,193 | 1,099,747 | 877,038 | 1.19 | 13.17 | 3.52 |
| 2023-03-31 | 1,323,667 | 1,136,043 | 922,536 | 1.03 | 12.09 | 3.42 |
| 2023-06-30 | 1,413,578 | 1,187,875 | 988,212 | 0.97 | 11.57 | 3.32 |
| 2023-09-30 | 1,425,158 | 1,198,574 | 1,026,910 | 0.97 | 11.69 | 3.28 |
| 2023-12-31 | 1,409,265 | 1,162,857 | 1,024,890 | 0.93 | 11.03 | 3.29 |
| 2024-03-31 | 1,474,685 | 1,215,898 | 1,047,470 | 0.81 | 9.38 | 3.10 |
| 2024-06-30 | 1,454,053 | 1,209,935 | 1,061,601 | 0.79 | 9.08 | 3.09 |
| 2024-09-30 | 1,507,340 | 1,271,520 | 1,072,105 | 0.79 | 8.99 | 3.09 |
| 2024-12-31 | 1,495,551 | 1,259,172 | 1,104,648 | 0.80 | 9.14 | 3.12 |
| 2025-03-31 | 1,561,839 | 1,322,577 | 1,125,647 | 0.93 | 10.55 | 3.20 |
| 2025-06-30 | 1,570,166 | 1,310,703 | 1,180,342 | 0.96 | 10.83 | 3.34 |
| 2025-09-30 | 1,664,450 | 1,401,424 | 1,214,934 | 0.93 | 10.54 | 3.32 |
| 2025-12-31 | 1,690,396 | 1,423,232 | 1,258,069 | 0.91 | 10.25 | 3.32 |
| 2026-03-31 | 1,704,832 | 1,436,463 | 1,292,317 | 0.85 | 9.57 | 3.35 |
| 2026-06-30 | 1,681,505 | 1,404,337 | 1,262,553 | 0.85 | 9.43 | 3.48 |
21 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 |
|---|---|---|---|
| 2009-04-25 | 1 | 342643 | 822042 |
| 1969-04-01 | 1 | 982245 | 822042 |
| 1965-09-01 | 1 | 143541 | 822042 |
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.