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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 |
|---|---|---|---|---|---|---|
| 2020-09-30 | 1,081,666 | 955,565 | 659,367 | 1.01 | 8.74 | 3.47 |
| 2020-12-31 | 1,146,956 | 1,017,976 | 650,778 | 0.91 | 8.08 | 3.37 |
| 2021-03-31 | 1,207,082 | 1,075,615 | 640,064 | 1.82 | 17.93 | 3.11 |
| 2021-06-30 | 1,262,700 | 1,112,735 | 660,735 | 1.28 | 12.22 | 3.08 |
| 2021-09-30 | 1,315,306 | 1,156,348 | 692,939 | 1.18 | 11.01 | 3.17 |
| 2021-12-31 | 1,393,405 | 1,228,407 | 739,574 | 1.12 | 10.46 | 3.19 |
| 2022-03-31 | 1,463,805 | 1,316,983 | 788,953 | 0.84 | 8.36 | 3.21 |
| 2022-06-30 | 1,464,763 | 1,329,194 | 852,565 | 0.80 | 8.41 | 3.22 |
| 2022-09-30 | 1,429,731 | 1,301,746 | 878,390 | 0.82 | 8.92 | 3.28 |
| 2022-12-31 | 1,436,272 | 1,297,698 | 899,762 | 0.89 | 9.80 | 3.26 |
| 2023-03-31 | 1,448,218 | 1,308,783 | 900,043 | 0.20 | 2.26 | 3.14 |
| 2023-06-30 | 1,450,870 | 1,311,057 | 905,183 | 0.61 | 6.94 | 3.21 |
| 2023-09-30 | 1,484,411 | 1,346,512 | 912,890 | 0.73 | 8.41 | 3.24 |
| 2023-12-31 | 1,533,267 | 1,380,120 | 939,038 | 0.79 | 8.99 | 3.17 |
| 2024-03-31 | 1,514,834 | 1,360,408 | 951,358 | 0.83 | 9.04 | 3.18 |
| 2024-06-30 | 1,504,242 | 1,332,503 | 964,590 | 0.95 | 9.89 | 3.30 |
| 2024-09-30 | 1,517,870 | 1,334,358 | 961,701 | 1.00 | 10.06 | 3.36 |
| 2024-12-31 | 1,517,551 | 1,336,678 | 985,527 | 1.08 | 10.63 | 3.44 |
| 2025-03-31 | 1,528,851 | 1,341,204 | 981,873 | 1.21 | 10.87 | 3.75 |
| 2025-06-30 | 1,580,830 | 1,392,638 | 995,763 | 1.25 | 11.31 | 3.74 |
| 2025-09-30 | 1,608,780 | 1,407,776 | 1,011,251 | 1.31 | 11.68 | 3.82 |
| 2025-12-31 | 1,622,811 | 1,413,554 | 1,018,193 | 1.34 | 11.88 | 3.83 |
| 2026-03-31 | 1,560,774 | 1,350,331 | 1,032,132 | 1.25 | 10.27 | 3.99 |
| 2026-06-30 | 1,600,939 | 1,394,276 | 1,039,785 | 1.37 | 11.29 | 3.96 |
13 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 |
|---|---|---|---|
| 2020-07-01 | 1 | 465337 | 134437 |
| 2008-07-01 | 1 | 2273385 | 134437 |
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.