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Research terminalQ2 2026 · 4,313 institutions · refreshed 8/27/2026
Q2 2026 · 4,313 institutions · refreshed 8/27/2026
OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2017-03-31 | 1,017,639 | 909,216 | 509,205 | 1.41 | 13.36 | 3.91 |
| 2017-06-30 | 1,011,772 | 899,910 | 528,786 | 1.45 | 13.66 | 3.92 |
| 2017-09-30 | 1,014,487 | 900,268 | 543,207 | 1.46 | 13.65 | 3.94 |
| 2017-12-31 | 1,067,452 | 952,872 | 559,598 | 1.52 | 14.31 | 3.95 |
| 2018-03-31 | 1,063,540 | 949,799 | 571,062 | 1.54 | 14.76 | 3.94 |
| 2018-06-30 | 1,080,965 | 948,094 | 597,070 | 1.55 | 14.88 | 4.03 |
| 2018-09-30 | 1,079,236 | 946,538 | 604,585 | 1.62 | 15.49 | 4.10 |
| 2018-12-31 | 1,090,389 | 966,889 | 603,784 | 1.66 | 15.85 | 4.12 |
| 2019-03-31 | 1,081,910 | 963,446 | 621,792 | 1.67 | 15.75 | 4.08 |
| 2019-06-30 | 1,079,292 | 949,696 | 624,059 | 1.77 | 16.58 | 4.19 |
| 2019-09-30 | 1,096,591 | 965,748 | 647,473 | 1.78 | 16.51 | 4.21 |
| 2019-12-31 | 1,472,498 | 1,298,405 | 785,941 | 1.45 | 12.65 | 3.51 |
| 2020-03-31 | 1,437,226 | 1,269,013 | 797,427 | 1.66 | 14.68 | 3.85 |
| 2020-06-30 | 1,663,318 | 1,459,236 | 931,075 | 1.62 | 14.88 | 3.99 |
| 2020-09-30 | 1,668,501 | 1,490,821 | 934,662 | 1.58 | 14.72 | 3.91 |
| 2020-12-31 | 1,729,265 | 1,551,160 | 942,592 | 1.61 | 15.22 | 3.84 |
| 2021-03-31 | 1,873,183 | 1,695,356 | 981,667 | 1.77 | 18.43 | 3.77 |
| 2021-06-30 | 1,924,040 | 1,741,379 | 963,895 | 1.62 | 17.08 | 3.58 |
| 2021-09-30 | 2,024,516 | 1,832,680 | 904,077 | 1.70 | 18.11 | 3.62 |
| 2021-12-31 | 2,139,158 | 1,948,605 | 909,401 | 1.67 | 18.06 | 3.53 |
| 2022-03-31 | 2,124,800 | 1,947,447 | 972,526 | 1.72 | 20.53 | 3.33 |
| 2022-06-30 | 2,176,656 | 2,006,619 | 992,426 | 1.82 | 22.42 | 3.32 |
| 2022-09-30 | 2,137,122 | 1,962,650 | 1,001,365 | 1.75 | 21.82 | 3.40 |
| 2022-12-31 | 2,146,224 | 1,878,889 | 1,038,352 | 1.67 | 20.90 | 3.47 |
| 2023-03-31 | 2,106,758 | 1,833,668 | 1,048,004 | 1.32 | 16.11 | 3.47 |
| 2023-06-30 | 2,219,471 | 1,890,968 | 1,070,194 | 1.19 | 14.65 | 3.22 |
| 2023-09-30 | 2,155,410 | 1,865,449 | 1,084,051 | 1.11 | 13.67 | 3.15 |
| 2023-12-31 | 2,179,880 | 1,853,349 | 1,144,296 | 1.12 | 13.61 | 3.09 |
| 2024-03-31 | 2,194,394 | 1,885,847 | 1,186,502 | 0.95 | 10.81 | 3.02 |
| 2024-06-30 | 2,241,142 | 1,931,048 | 1,245,469 | 0.96 | 11.01 | 3.07 |
| 2024-09-30 | 2,285,184 | 1,989,903 | 1,252,211 | 1.03 | 11.58 | 3.15 |
| 2024-12-31 | 2,302,202 | 2,033,365 | 1,224,339 | 1.11 | 12.50 | 3.21 |
| 2025-03-31 | 2,303,575 | 2,025,680 | 1,207,752 | 1.19 | 13.06 | 3.46 |
| 2025-06-30 | 2,377,462 | 2,093,903 | 1,245,950 | 1.36 | 14.77 | 3.50 |
| 2025-09-30 | 2,320,015 | 2,023,887 | 1,317,253 | 1.41 | 14.99 | 3.61 |
| 2025-12-31 | 2,357,533 | 2,056,915 | 1,280,490 | 1.47 | 15.41 | 3.71 |
| 2026-03-31 | 2,375,423 | 2,095,512 | 1,320,947 | 1.61 | 16.44 | 3.87 |
| 2026-06-30 | 2,345,157 | 2,059,492 | 1,324,160 | 1.68 | 17.18 | 3.95 |
28 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 |
|---|---|---|---|
| 2019-10-05 | 1 | 203070 | 473266 |
| 2014-02-01 | 1 | 914956 | 473266 |
| 2012-08-17 | 1 | 783965 | 473266 |
| 2012-07-21 | 1 | 3806472 | 473266 |
| 2011-05-13 | 1 | 417859 | 473266 |
| 2009-09-25 | 1 | 439860 | 473266 |
| 2008-12-12 | 9 | 436252 | 473266 |
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.