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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 |
|---|---|---|---|---|---|---|
| 2016-03-31 | 4,393,254 | 3,787,726 | 2,507,399 | 1.03 | 8.68 | 4.28 |
| 2016-06-30 | 4,350,767 | 3,743,863 | 2,621,025 | 0.97 | 8.12 | 4.26 |
| 2016-09-30 | 4,465,405 | 3,838,780 | 2,686,519 | 1.03 | 8.60 | 4.25 |
| 2016-12-31 | 4,516,257 | 3,898,361 | 2,730,088 | 1.06 | 8.91 | 4.27 |
| 2017-03-31 | 4,526,216 | 3,901,724 | 2,731,351 | 1.11 | 9.36 | 4.16 |
| 2017-06-30 | 4,518,209 | 3,881,355 | 2,800,787 | 1.18 | 9.84 | 4.21 |
| 2017-09-30 | 4,654,705 | 3,930,734 | 2,905,599 | 1.14 | 9.54 | 4.23 |
| 2017-12-31 | 4,759,594 | 4,013,055 | 2,989,458 | 0.93 | 7.78 | 4.24 |
| 2018-03-31 | 4,778,200 | 4,087,920 | 3,041,910 | 1.24 | 10.60 | 4.20 |
| 2018-06-30 | 4,861,411 | 4,080,291 | 3,120,390 | 1.28 | 11.00 | 4.21 |
| 2018-09-30 | 6,317,124 | 5,099,792 | 3,999,657 | 1.23 | 10.07 | 4.36 |
| 2018-12-31 | 6,350,719 | 5,368,839 | 3,993,119 | 1.33 | 10.51 | 4.47 |
| 2019-03-31 | 6,470,091 | 5,433,894 | 4,007,677 | 1.47 | 10.53 | 4.53 |
| 2019-06-30 | 6,393,423 | 5,347,670 | 4,076,694 | 1.48 | 10.48 | 4.55 |
| 2019-09-30 | 6,383,135 | 5,300,507 | 4,158,415 | 1.49 | 10.41 | 4.57 |
| 2019-12-31 | 6,469,416 | 5,372,002 | 4,282,015 | 1.48 | 10.29 | 4.55 |
| 2020-03-31 | 6,469,552 | 5,408,096 | 4,323,846 | 1.04 | 7.19 | 4.42 |
| 2020-06-30 | 7,358,310 | 6,253,218 | 4,730,019 | 0.74 | 5.32 | 4.25 |
| 2020-09-30 | 7,447,929 | 6,345,298 | 4,745,332 | 0.83 | 6.10 | 4.12 |
| 2020-12-31 | 7,629,234 | 6,510,754 | 4,677,548 | 0.95 | 7.11 | 4.06 |
| 2021-03-31 | 8,021,313 | 6,868,111 | 4,885,031 | 1.75 | 14.00 | 3.74 |
| 2021-06-30 | 8,162,204 | 6,996,860 | 4,864,555 | 1.59 | 12.78 | 3.70 |
| 2021-09-30 | 8,451,844 | 7,241,738 | 4,806,262 | 1.51 | 12.17 | 3.66 |
| 2021-12-31 | 8,608,715 | 7,372,109 | 4,834,714 | 1.47 | 11.89 | 3.64 |
| 2022-03-31 | 10,114,294 | 8,723,016 | 5,756,956 | 0.89 | 7.39 | 3.18 |
| 2022-06-30 | 10,116,983 | 8,761,905 | 6,016,693 | 1.10 | 9.42 | 3.51 |
| 2022-09-30 | 9,970,331 | 8,660,487 | 6,213,049 | 1.26 | 10.94 | 3.76 |
| 2022-12-31 | 9,926,655 | 8,334,487 | 6,346,613 | 1.32 | 11.53 | 3.95 |
| 2023-03-31 | 9,839,751 | 8,032,525 | 6,314,239 | 1.50 | 12.79 | 4.25 |
| 2023-06-30 | 9,850,805 | 8,100,883 | 6,404,469 | 1.29 | 10.86 | 4.15 |
| 2023-09-30 | 9,894,277 | 8,015,231 | 6,593,498 | 1.29 | 10.90 | 4.11 |
| 2023-12-31 | 9,907,411 | 7,839,588 | 6,673,406 | 1.24 | 10.38 | 4.07 |
| 2024-03-31 | 9,811,273 | 7,998,031 | 6,677,647 | 1.18 | 9.32 | 3.78 |
| 2024-06-30 | 9,739,554 | 8,062,061 | 6,619,483 | 1.22 | 9.52 | 3.79 |
| 2024-09-30 | 9,822,019 | 8,047,158 | 6,562,126 | 1.23 | 9.45 | 3.79 |
| 2024-12-31 | 9,671,740 | 8,099,995 | 6,643,866 | 1.23 | 9.43 | 3.83 |
| 2025-03-31 | 9,815,501 | 8,211,270 | 6,694,379 | 1.14 | 8.36 | 3.84 |
| 2025-06-30 | 9,922,103 | 8,384,591 | 6,836,115 | 1.16 | 8.49 | 3.90 |
| 2025-09-30 | 9,874,826 | 8,339,803 | 6,885,038 | 1.22 | 8.98 | 3.96 |
| 2025-12-31 | 9,820,725 | 8,270,252 | 6,988,020 | 1.27 | 9.26 | 4.02 |
| 2026-03-31 | 9,946,447 | 8,408,678 | 6,944,445 | 1.39 | 10.09 | 4.11 |
| 2026-06-30 | 9,929,055 | 8,372,719 | 7,182,783 | 1.40 | 10.14 | 4.16 |
77 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 |
|---|---|---|---|
| 2022-03-26 | 1 | 3885123 | 100562 |
| 2018-07-07 | 1 | 167060 | 100562 |
| 2014-10-04 | 1 | 808167 | 100562 |
| 2011-09-24 | 50 | 2269847 | 100562 |
| 2010-05-29 | 50 | 3119378 | 100562 |
| 2003-04-05 | 1 | 689665 | 100562 |
| 1996-10-17 | 1 | 679974 | 100562 |
| 1994-07-22 | 1 | 751469 | 100562 |
| 1981-03-27 | 1 | 98762 | 100562 |
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.