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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 | 5,014,565 | 3,623,518 | 2,426,403 | 1.13 | 11.47 | 3.20 |
| 2016-06-30 | 5,028,165 | 3,574,519 | 2,375,296 | 1.05 | 10.47 | 3.11 |
| 2016-09-30 | 5,458,782 | 3,606,996 | 2,472,949 | 1.05 | 10.23 | 3.01 |
| 2016-12-31 | 5,559,098 | 3,576,890 | 2,546,267 | 1.03 | 9.82 | 2.98 |
| 2017-03-31 | 5,652,060 | 3,738,518 | 2,525,736 | 1.19 | 10.54 | 2.92 |
| 2017-06-30 | 5,573,807 | 3,649,942 | 2,593,993 | 1.19 | 10.30 | 2.93 |
| 2017-09-30 | 5,479,637 | 3,579,753 | 2,665,072 | 1.19 | 10.10 | 2.93 |
| 2017-12-31 | 6,492,519 | 4,523,945 | 3,275,576 | 1.10 | 8.99 | 2.90 |
| 2018-03-31 | 6,369,050 | 4,661,612 | 3,287,410 | 1.16 | 8.41 | 3.19 |
| 2018-06-30 | 6,246,077 | 4,517,176 | 3,250,377 | 1.29 | 9.30 | 3.19 |
| 2018-09-30 | 6,099,284 | 4,576,960 | 3,249,386 | 1.35 | 9.61 | 3.20 |
| 2018-12-31 | 6,117,745 | 4,436,476 | 3,286,381 | 1.33 | 9.46 | 3.21 |
| 2019-03-31 | 6,212,894 | 4,588,077 | 3,281,339 | 1.37 | 9.59 | 3.15 |
| 2019-06-30 | 6,367,517 | 4,488,822 | 3,437,250 | 1.35 | 9.35 | 3.18 |
| 2019-09-30 | 6,537,453 | 4,512,995 | 3,475,788 | 1.35 | 9.38 | 3.14 |
| 2019-12-31 | 6,743,520 | 4,712,936 | 3,543,790 | 1.31 | 9.09 | 3.11 |
| 2020-03-31 | 7,269,459 | 4,767,023 | 3,549,194 | 0.35 | 2.65 | 2.96 |
| 2020-06-30 | 7,325,281 | 5,085,537 | 3,796,095 | 0.84 | 6.34 | 2.99 |
| 2020-09-30 | 7,185,991 | 5,107,005 | 3,743,551 | 1.10 | 8.25 | 2.99 |
| 2020-12-31 | 7,003,954 | 5,032,353 | 3,612,468 | 1.28 | 9.40 | 3.04 |
| 2021-03-31 | 6,994,558 | 5,169,657 | 3,677,759 | 2.11 | 14.32 | 3.09 |
| 2021-06-30 | 7,176,465 | 5,237,295 | 3,601,943 | 1.73 | 11.69 | 3.05 |
| 2021-09-30 | 7,130,065 | 5,339,121 | 3,610,694 | 1.77 | 12.06 | 3.08 |
| 2021-12-31 | 7,254,717 | 5,741,531 | 3,611,573 | 1.75 | 11.94 | 3.09 |
| 2022-03-31 | 7,114,653 | 6,097,033 | 3,766,968 | 1.49 | 10.91 | 3.09 |
| 2022-06-30 | 7,600,612 | 6,271,143 | 3,928,407 | 1.47 | 11.45 | 3.11 |
| 2022-09-30 | 7,449,046 | 6,192,633 | 4,027,410 | 1.50 | 12.02 | 3.22 |
| 2022-12-31 | 7,554,150 | 6,218,269 | 4,111,843 | 1.52 | 12.36 | 3.28 |
| 2023-03-31 | 7,787,956 | 5,858,304 | 4,116,719 | 1.47 | 12.79 | 3.18 |
| 2023-06-30 | 7,802,942 | 6,123,938 | 4,294,406 | 1.43 | 12.36 | 3.19 |
| 2023-09-30 | 7,968,093 | 6,363,450 | 4,380,255 | 1.30 | 11.42 | 3.15 |
| 2023-12-31 | 8,278,923 | 6,554,793 | 4,492,730 | 1.21 | 10.70 | 3.12 |
| 2024-03-31 | 8,349,541 | 6,554,051 | 4,534,567 | 1.15 | 10.34 | 2.92 |
| 2024-06-30 | 8,353,301 | 6,502,461 | 4,548,310 | 1.22 | 10.90 | 2.93 |
| 2024-09-30 | 8,356,978 | 6,446,017 | 4,534,540 | 1.17 | 10.49 | 2.96 |
| 2024-12-31 | 8,512,453 | 6,671,624 | 4,618,659 | 1.16 | 10.43 | 2.94 |
| 2025-03-31 | 8,338,856 | 6,621,941 | 4,523,519 | 1.13 | 10.16 | 2.90 |
| 2025-06-30 | 8,334,715 | 6,638,026 | 4,557,940 | 1.14 | 10.16 | 2.93 |
| 2025-09-30 | 8,375,996 | 7,066,908 | 4,720,492 | 0.89 | 7.75 | 2.98 |
| 2025-12-31 | 8,508,720 | 6,942,818 | 4,774,223 | 0.97 | 8.30 | 3.04 |
| 2026-03-31 | 8,797,882 | 6,879,227 | 4,901,676 | 1.30 | 10.66 | 3.13 |
| 2026-06-30 | 8,758,892 | 6,173,200 | 4,904,313 | 1.35 | 10.98 | 3.09 |
58 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 |
|---|---|---|---|
| 2017-12-01 | 1 | 642259 | 361167 |
| 2014-12-18 | 1 | 975984 | 361167 |
| 2008-09-29 | 1 | 2736349 | 361167 |
| 1987-09-26 | 1 | 606260 | 361167 |
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.