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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 |
|---|---|---|---|---|---|---|
| 2024-03-31 | 1,011,040 | 830,323 | 797,012 | 0.34 | 3.04 | 4.48 |
| 2024-06-30 | 1,098,902 | 884,536 | 851,462 | 0.48 | 4.39 | 4.57 |
| 2024-09-30 | 1,102,868 | 886,166 | 867,720 | 0.56 | 5.14 | 4.56 |
| 2024-12-31 | 1,203,043 | 1,032,034 | 919,076 | 0.54 | 5.02 | 4.47 |
| 2025-03-31 | 1,212,024 | 1,036,957 | 953,838 | 0.76 | 7.17 | 4.19 |
| 2025-06-30 | 1,295,981 | 1,063,992 | 988,716 | 0.80 | 7.46 | 4.30 |
| 2025-09-30 | 1,315,963 | 1,067,734 | 1,018,832 | 0.80 | 7.33 | 4.33 |
| 2025-12-31 | 1,360,197 | 1,122,926 | 1,054,739 | 0.77 | 6.98 | 4.29 |
| 2026-03-31 | 1,399,061 | 1,140,950 | 1,091,719 | 0.65 | 5.80 | 4.13 |
| 2026-06-30 | 1,474,578 | 1,194,594 | 1,190,856 | 0.63 | 5.75 | 4.22 |
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 |
|---|---|---|---|
| 2021-07-17 | 1 | 997052 | 396253 |
| 2006-07-29 | 1 | 895158 | 396253 |
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.