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OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2022-09-30 | 1,036,590 | 967,249 | 479,254 | 0.84 | 11.76 | 3.01 |
| 2022-12-31 | 1,017,597 | 945,656 | 498,373 | 0.96 | 13.88 | 3.12 |
| 2023-03-31 | 1,043,167 | 965,996 | 515,887 | 0.86 | 13.99 | 3.37 |
| 2023-06-30 | 1,031,960 | 954,862 | 532,948 | 0.92 | 14.83 | 3.42 |
| 2023-09-30 | 1,067,822 | 994,643 | 578,304 | 0.92 | 15.10 | 3.42 |
| 2023-12-31 | 1,070,579 | 987,632 | 591,205 | 0.94 | 14.95 | 3.46 |
| 2024-03-31 | 1,094,604 | 1,005,185 | 613,584 | 0.98 | 14.33 | 3.48 |
| 2024-06-30 | 1,121,222 | 1,029,056 | 634,441 | 0.94 | 13.82 | 3.50 |
| 2024-09-30 | 1,179,063 | 1,083,950 | 646,176 | 1.01 | 14.52 | 3.47 |
| 2024-12-31 | 1,127,423 | 1,035,664 | 665,114 | 0.98 | 14.01 | 3.53 |
| 2025-03-31 | 1,161,989 | 1,064,329 | 663,383 | 1.00 | 13.54 | 3.49 |
| 2025-06-30 | 1,168,157 | 1,066,277 | 680,472 | 1.04 | 13.82 | 3.58 |
| 2025-09-30 | 1,213,603 | 1,108,451 | 676,117 | 1.04 | 13.74 | 3.59 |
| 2025-12-31 | 1,194,143 | 1,084,382 | 692,161 | 1.07 | 13.80 | 3.62 |
| 2026-03-31 | 1,247,557 | 1,134,542 | 690,882 | 1.14 | 13.78 | 3.50 |
| 2026-06-30 | 1,220,465 | 1,102,545 | 694,065 | 1.26 | 14.97 | 3.57 |
10 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 |
|---|---|---|---|
| 2013-09-01 | 1 | 802174 | 590220 |
| 2013-09-01 | 1 | 3166729 | 590220 |
| 2003-04-11 | 5 | 590220 | 3166729 |
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.