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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 |
|---|---|---|---|---|---|---|
| 2016-03-31 | 3,487,384 | 2,656,095 | 2,718,907 | 0.60 | 6.44 | 3.25 |
| 2016-06-30 | 3,523,298 | 2,641,189 | 2,758,499 | 0.75 | 8.13 | 3.26 |
| 2016-09-30 | 3,556,821 | 2,715,339 | 2,799,954 | 0.94 | 10.07 | 3.27 |
| 2016-12-31 | 3,595,637 | 2,796,633 | 2,829,824 | 1.17 | 12.43 | 3.28 |
| 2017-03-31 | 3,587,029 | 2,827,059 | 2,854,834 | 1.29 | 12.98 | 3.30 |
| 2017-06-30 | 3,701,318 | 2,789,210 | 2,886,520 | 1.27 | 12.67 | 3.35 |
| 2017-09-30 | 3,711,534 | 2,783,604 | 2,951,946 | 1.29 | 12.87 | 3.35 |
| 2017-12-31 | 3,836,505 | 2,907,058 | 3,048,870 | 1.24 | 12.31 | 3.36 |
| 2018-03-31 | 3,944,799 | 2,952,211 | 3,117,476 | 1.89 | 18.50 | 3.40 |
| 2018-06-30 | 4,081,883 | 2,965,967 | 3,211,346 | 1.82 | 17.78 | 3.46 |
| 2018-09-30 | 4,084,907 | 3,135,183 | 3,280,435 | 1.81 | 17.41 | 3.49 |
| 2018-12-31 | 4,149,669 | 3,492,038 | 3,341,947 | 1.71 | 16.27 | 3.54 |
| 2019-03-31 | 4,205,230 | 3,284,178 | 3,393,051 | 1.34 | 12.27 | 3.62 |
| 2019-06-30 | 4,242,795 | 3,354,490 | 3,420,847 | 1.36 | 12.35 | 3.62 |
| 2019-09-30 | 4,397,016 | 3,485,092 | 3,535,230 | 1.44 | 13.10 | 3.64 |
| 2019-12-31 | 4,583,369 | 3,837,889 | 3,669,540 | 1.48 | 13.48 | 3.62 |
| 2020-03-31 | 4,807,535 | 3,824,241 | 3,804,878 | 0.88 | 8.58 | 3.39 |
| 2020-06-30 | 5,437,527 | 4,395,218 | 4,094,829 | 0.83 | 8.50 | 3.39 |
| 2020-09-30 | 5,433,632 | 4,458,646 | 4,284,646 | 1.01 | 10.44 | 3.28 |
| 2020-12-31 | 5,755,847 | 4,918,133 | 4,243,097 | 1.08 | 11.28 | 3.21 |
| 2021-03-31 | 5,861,068 | 5,072,097 | 4,228,329 | 1.31 | 13.70 | 2.75 |
| 2021-06-30 | 5,969,888 | 5,152,596 | 4,248,227 | 1.35 | 14.00 | 2.78 |
| 2021-09-30 | 6,126,019 | 5,297,522 | 4,379,447 | 1.34 | 13.86 | 2.83 |
| 2021-12-31 | 6,586,972 | 5,751,403 | 4,483,268 | 1.35 | 14.09 | 2.85 |
| 2022-03-31 | 6,631,444 | 5,761,862 | 4,513,544 | 1.37 | 14.53 | 2.71 |
| 2022-06-30 | 7,010,021 | 5,584,566 | 4,628,042 | 1.46 | 15.76 | 2.85 |
| 2022-09-30 | 7,319,567 | 5,403,304 | 4,754,303 | 1.50 | 16.18 | 3.00 |
| 2022-12-31 | 7,608,489 | 5,683,052 | 5,145,942 | 1.55 | 16.90 | 3.09 |
| 2023-03-31 | 7,801,866 | 5,614,087 | 5,397,240 | 1.24 | 13.88 | 3.20 |
| 2023-06-30 | 8,051,998 | 6,042,220 | 5,682,529 | 1.32 | 14.59 | 3.15 |
| 2023-09-30 | 8,268,075 | 6,058,398 | 5,839,352 | 1.13 | 12.52 | 3.15 |
| 2023-12-31 | 8,356,203 | 6,871,218 | 5,998,805 | 1.26 | 13.77 | 3.10 |
| 2024-03-31 | 8,443,997 | 6,670,686 | 6,173,063 | 1.30 | 13.61 | 3.24 |
| 2024-06-30 | 8,500,660 | 6,588,750 | 6,197,741 | 1.34 | 13.83 | 3.22 |
| 2024-09-30 | 8,799,880 | 6,929,538 | 6,230,890 | 1.37 | 14.31 | 3.28 |
| 2024-12-31 | 8,757,386 | 7,494,758 | 6,325,203 | 1.45 | 15.05 | 3.31 |
| 2025-03-31 | 8,703,477 | 7,406,232 | 6,418,703 | 1.41 | 14.42 | 3.54 |
| 2025-06-30 | 8,800,747 | 7,353,458 | 6,558,243 | 1.36 | 13.76 | 3.57 |
| 2025-09-30 | 8,881,740 | 7,410,323 | 6,622,152 | 1.40 | 14.10 | 3.66 |
| 2025-12-31 | 9,093,084 | 7,734,474 | 6,746,224 | 1.60 | 15.93 | 3.68 |
| 2026-03-31 | 9,188,563 | 7,594,514 | 6,856,983 | 1.56 | 14.91 | 3.67 |
| 2026-06-30 | 9,238,781 | 7,516,889 | 6,887,492 | 1.66 | 15.67 | 3.68 |
37 current branch locations across 3 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2006-04-01 | 1 | 5050 | 450856 |
| 1998-08-29 | 1 | 21555 | 450856 |
| 1990-12-01 | 50 | 53471 | 450856 |
| 1989-01-23 | 1 | 555359 | 450856 |
| 1988-10-03 | 1 | 914358 | 450856 |
| 1987-10-02 | 50 | 663254 | 450856 |
| 1985-08-03 | 50 | 676058 | 450856 |
| 1985-06-01 | 50 | 572758 | 450856 |
| 1983-11-22 | 1 | 27856 | 450856 |
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.