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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 |
|---|---|---|---|---|---|---|
| 2020-06-30 | 1,016,442 | 836,643 | 689,444 | 1.59 | 12.72 | 3.86 |
| 2021-03-31 | 1,026,980 | 889,379 | 643,945 | 1.75 | 13.50 | 3.90 |
| 2021-06-30 | 1,049,432 | 908,904 | 618,036 | 1.43 | 11.18 | 3.79 |
| 2021-09-30 | 1,069,915 | 928,680 | 594,145 | 1.50 | 11.81 | 3.94 |
| 2021-12-31 | 1,075,788 | 932,273 | 608,350 | 1.40 | 11.03 | 3.87 |
| 2022-03-31 | 1,067,194 | 945,206 | 614,324 | 1.04 | 8.85 | 3.46 |
| 2022-06-30 | 1,107,966 | 1,000,775 | 622,367 | 0.95 | 8.74 | 3.54 |
| 2022-09-30 | 1,057,051 | 963,068 | 635,104 | 1.03 | 10.04 | 3.70 |
| 2022-12-31 | 1,084,777 | 954,304 | 678,144 | 1.12 | 11.11 | 3.78 |
| 2023-03-31 | 1,115,047 | 1,005,565 | 674,505 | 0.75 | 8.17 | 3.59 |
| 2023-06-30 | 1,089,735 | 979,975 | 681,206 | 0.86 | 9.21 | 3.58 |
| 2023-09-30 | 1,074,855 | 977,616 | 693,622 | 0.83 | 9.19 | 3.56 |
| 2023-12-31 | 1,068,193 | 952,973 | 699,951 | 0.85 | 9.19 | 3.53 |
| 2024-03-31 | 1,060,515 | 949,022 | 696,569 | 0.73 | 7.33 | 3.12 |
| 2024-06-30 | 1,141,892 | 1,030,435 | 712,451 | 0.72 | 7.41 | 3.11 |
| 2024-09-30 | 1,227,363 | 1,107,578 | 713,943 | 0.77 | 8.06 | 3.14 |
| 2024-12-31 | 1,185,484 | 1,071,720 | 759,050 | 0.85 | 9.05 | 3.27 |
| 2025-03-31 | 1,194,392 | 1,076,525 | 776,657 | 0.97 | 10.71 | 3.64 |
| 2025-06-30 | 1,195,299 | 1,076,896 | 780,869 | 1.03 | 11.20 | 3.71 |
| 2025-09-30 | 1,195,768 | 1,069,246 | 796,417 | 1.02 | 10.92 | 3.73 |
| 2025-12-31 | 1,189,863 | 1,057,521 | 816,499 | 1.05 | 10.89 | 3.84 |
| 2026-03-31 | 1,212,097 | 1,086,553 | 844,331 | 1.29 | 12.76 | 4.08 |
| 2026-06-30 | 1,443,930 | 1,191,644 | 854,502 | 0.92 | 8.93 | 4.05 |
15 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 |
|---|---|---|---|
| 2017-09-09 | 1 | 3369007 | 780218 |
| 2014-11-15 | 1 | 1215726 | 780218 |
| 2003-03-07 | 1 | 412470 | 780218 |
| 2003-03-07 | 1 | 725826 | 780218 |
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.