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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 |
|---|---|---|---|---|---|---|
| 2019-03-31 | 1,015,334 | 838,223 | 778,756 | 1.07 | 8.32 | 3.71 |
| 2019-06-30 | 1,023,386 | 846,486 | 815,786 | 1.10 | 8.51 | 3.79 |
| 2019-09-30 | 1,036,941 | 857,567 | 828,532 | 1.21 | 9.40 | 3.83 |
| 2019-12-31 | 1,029,694 | 854,256 | 824,014 | 1.23 | 9.56 | 3.80 |
| 2020-03-31 | 1,082,283 | 869,951 | 833,136 | 0.33 | 2.54 | 3.60 |
| 2020-06-30 | 1,196,598 | 994,354 | 905,283 | 0.99 | 7.94 | 3.50 |
| 2020-09-30 | 1,212,878 | 1,018,016 | 888,004 | 1.26 | 10.25 | 3.48 |
| 2020-12-31 | 1,250,465 | 1,058,939 | 867,394 | 1.38 | 11.43 | 3.44 |
| 2021-03-31 | 1,319,178 | 1,128,481 | 843,550 | 2.20 | 19.81 | 3.28 |
| 2021-06-30 | 1,306,524 | 1,112,467 | 845,940 | 1.69 | 15.09 | 3.20 |
| 2021-09-30 | 1,322,171 | 1,130,613 | 843,072 | 1.55 | 13.82 | 3.26 |
| 2021-12-31 | 1,321,090 | 1,135,687 | 816,391 | 1.42 | 12.61 | 3.22 |
| 2022-03-31 | 1,323,808 | 1,149,395 | 841,610 | 0.92 | 8.20 | 2.86 |
| 2022-06-30 | 1,284,119 | 1,080,471 | 886,058 | 0.92 | 8.26 | 3.09 |
| 2022-09-30 | 1,293,834 | 1,093,069 | 914,405 | 0.97 | 8.97 | 3.27 |
| 2022-12-31 | 1,325,575 | 1,099,297 | 950,332 | 1.03 | 9.57 | 3.39 |
| 2023-03-31 | 1,332,199 | 1,115,739 | 966,465 | 0.88 | 8.50 | 3.54 |
| 2023-06-30 | 1,331,251 | 1,077,821 | 974,725 | 0.93 | 9.10 | 3.45 |
| 2023-09-30 | 1,316,883 | 1,091,308 | 976,447 | 0.92 | 9.03 | 3.40 |
| 2023-12-31 | 1,338,566 | 1,086,036 | 986,957 | 1.00 | 9.78 | 3.37 |
| 2024-03-31 | 1,326,906 | 1,119,549 | 980,649 | 0.86 | 8.18 | 3.15 |
| 2024-06-30 | 1,332,919 | 1,120,067 | 997,646 | 0.93 | 8.81 | 3.22 |
| 2024-09-30 | 1,385,869 | 1,168,013 | 1,023,608 | 0.87 | 8.17 | 3.27 |
| 2024-12-31 | 1,369,399 | 1,157,284 | 1,038,414 | 0.96 | 9.01 | 3.36 |
| 2025-03-31 | 1,492,129 | 1,279,246 | 1,077,173 | 0.85 | 8.21 | 3.57 |
| 2025-06-30 | 1,477,525 | 1,253,252 | 1,091,868 | 0.98 | 9.51 | 3.66 |
| 2025-09-30 | 1,487,552 | 1,268,013 | 1,099,348 | 1.03 | 9.91 | 3.69 |
| 2025-12-31 | 1,536,850 | 1,317,530 | 1,166,243 | 1.08 | 10.42 | 3.71 |
| 2026-03-31 | 1,597,487 | 1,382,529 | 1,171,963 | 1.19 | 11.75 | 3.62 |
| 2026-06-30 | 1,612,519 | 1,399,812 | 1,180,612 | 1.17 | 11.52 | 3.62 |
29 current branch locations across 2 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2025-01-18 | 1 | 513920 | 614313 |
| 2020-06-06 | 1 | 804815 | 614313 |
| 2014-02-21 | 1 | 3938739 | 614313 |
| 2008-12-01 | 1 | 481225 | 614313 |
| 2007-03-24 | 1 | 2562230 | 614313 |
| 2007-03-24 | 1 | 3440232 | 614313 |
| 2007-03-24 | 1 | 43324 | 614313 |
| 2002-02-04 | 50 | 215523 | 614313 |
| 1966-07-01 | 1 | 209522 | 614313 |
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.