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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 |
|---|---|---|---|---|---|---|
| 2018-12-31 | 1,916,572 | 1,634,921 | 1,463,457 | 1.03 | 7.28 | 4.93 |
| 2019-03-31 | 1,910,295 | 1,629,154 | 1,445,390 | 1.06 | 7.39 | 4.79 |
| 2019-06-30 | 1,945,414 | 1,656,848 | 1,432,403 | 1.19 | 8.27 | 4.68 |
| 2019-09-30 | 1,995,378 | 1,701,724 | 1,516,096 | 1.25 | 8.71 | 4.63 |
| 2019-12-31 | 2,173,744 | 1,703,221 | 1,642,669 | 1.19 | 8.49 | 4.55 |
| 2020-03-31 | 2,265,222 | 1,742,722 | 1,704,435 | 1.13 | 8.93 | 4.05 |
| 2020-06-30 | 2,508,041 | 2,067,481 | 1,918,676 | 0.94 | 7.71 | 3.90 |
| 2020-09-30 | 2,467,881 | 2,178,493 | 1,932,190 | 1.03 | 8.56 | 3.98 |
| 2020-12-31 | 2,508,606 | 2,213,722 | 1,966,878 | 1.03 | 8.64 | 3.99 |
| 2021-03-31 | 2,653,253 | 2,361,456 | 2,008,348 | 0.84 | 7.59 | 3.85 |
| 2021-06-30 | 2,789,265 | 2,494,858 | 2,022,219 | 1.16 | 10.81 | 3.84 |
| 2021-09-30 | 2,970,209 | 2,664,009 | 2,127,881 | 1.19 | 11.40 | 3.76 |
| 2021-12-31 | 3,079,855 | 2,745,846 | 2,389,666 | 1.20 | 11.51 | 3.78 |
| 2022-03-31 | 3,276,361 | 2,941,996 | 2,461,418 | 1.31 | 13.15 | 3.79 |
| 2022-06-30 | 3,326,647 | 2,983,931 | 2,549,270 | 1.72 | 17.62 | 3.88 |
| 2022-09-30 | 3,408,470 | 3,052,387 | 2,600,549 | 1.80 | 18.55 | 4.00 |
| 2022-12-31 | 3,354,633 | 2,930,725 | 2,665,536 | 1.86 | 18.92 | 4.14 |
| 2023-03-31 | 3,528,610 | 2,911,170 | 2,773,714 | 1.18 | 12.16 | 4.33 |
| 2023-06-30 | 3,687,263 | 2,976,433 | 2,961,430 | 1.38 | 14.53 | 4.25 |
| 2023-09-30 | 3,646,272 | 3,117,002 | 3,046,165 | 1.52 | 16.16 | 4.21 |
| 2023-12-31 | 3,727,414 | 3,152,339 | 3,092,125 | 1.69 | 17.92 | 4.22 |
| 2024-03-31 | 4,201,765 | 3,648,776 | 3,085,858 | 1.78 | 19.76 | 3.63 |
| 2024-06-30 | 4,385,094 | 3,820,259 | 3,100,384 | 1.80 | 20.48 | 3.55 |
| 2024-09-30 | 4,571,355 | 3,990,425 | 3,189,283 | 1.66 | 19.17 | 3.54 |
| 2024-12-31 | 4,553,595 | 4,130,341 | 3,264,360 | 1.58 | 18.41 | 3.56 |
| 2025-03-31 | 4,433,153 | 4,002,522 | 3,338,222 | 1.29 | 15.02 | 3.61 |
| 2025-06-30 | 4,717,776 | 4,273,384 | 3,545,641 | 1.42 | 16.68 | 3.67 |
| 2025-09-30 | 4,917,736 | 4,456,722 | 3,724,044 | 1.47 | 17.37 | 3.71 |
| 2025-12-31 | 4,936,269 | 4,456,318 | 3,749,052 | 1.53 | 18.01 | 3.79 |
| 2026-03-31 | 4,934,452 | 4,440,313 | 3,871,033 | 1.67 | 19.15 | 3.92 |
| 2026-06-30 | 5,137,149 | 4,637,531 | 4,069,370 | 1.64 | 18.91 | 3.96 |
23 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 |
|---|---|---|---|
| 2018-11-20 | 1 | 894553 | 26765 |
| 2014-10-01 | 1 | 573559 | 26765 |
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.