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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 |
|---|---|---|---|---|---|---|
| 2021-06-30 | 1,847,448 | 1,630,210 | 1,160,639 | 0.55 | 6.14 | 3.40 |
| 2021-09-30 | 1,911,510 | 1,738,284 | 1,106,827 | 0.65 | 7.36 | 3.37 |
| 2021-12-31 | 1,970,721 | 1,797,256 | 1,055,227 | 0.78 | 8.96 | 3.21 |
| 2022-03-31 | 1,933,982 | 1,776,065 | 1,001,128 | 1.07 | 13.38 | 2.51 |
| 2022-06-30 | 1,743,921 | 1,600,694 | 954,689 | 1.19 | 15.02 | 2.73 |
| 2022-09-30 | 1,732,995 | 1,598,360 | 936,862 | 1.25 | 16.17 | 2.97 |
| 2022-12-31 | 1,621,725 | 1,479,933 | 930,863 | 1.37 | 17.44 | 3.22 |
| 2023-03-31 | 1,571,370 | 1,399,801 | 932,186 | 1.44 | 16.63 | 3.68 |
| 2023-06-30 | 1,583,414 | 1,350,315 | 965,485 | 1.49 | 16.94 | 3.73 |
| 2023-09-30 | 1,561,807 | 1,371,440 | 1,012,719 | 1.42 | 16.12 | 3.54 |
| 2023-12-31 | 1,644,721 | 1,409,349 | 1,084,270 | 1.26 | 14.11 | 3.37 |
| 2024-03-31 | 1,618,345 | 1,432,252 | 1,119,879 | 0.99 | 10.40 | 2.92 |
| 2024-06-30 | 1,572,738 | 1,374,804 | 1,150,185 | 1.07 | 11.11 | 3.00 |
| 2024-09-30 | 1,613,622 | 1,380,967 | 1,206,989 | 1.13 | 11.51 | 3.08 |
| 2024-12-31 | 1,615,529 | 1,424,536 | 1,227,514 | 1.16 | 11.74 | 3.14 |
| 2025-03-31 | 1,632,583 | 1,434,678 | 1,234,170 | 1.25 | 12.26 | 3.29 |
| 2025-06-30 | 1,633,343 | 1,389,930 | 1,233,365 | 1.22 | 11.82 | 3.35 |
| 2025-09-30 | 1,604,780 | 1,386,048 | 1,226,490 | 1.22 | 11.67 | 3.40 |
| 2025-12-31 | 1,647,875 | 1,432,797 | 1,229,307 | 1.29 | 12.16 | 3.43 |
| 2026-03-31 | 1,646,148 | 1,427,791 | 1,229,688 | 1.40 | 12.45 | 3.38 |
| 2026-06-30 | 1,636,058 | 1,410,120 | 1,225,856 | 1.86 | 16.19 | 3.52 |
16 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 |
|---|---|---|---|
| 2021-04-01 | 1 | 976226 | 2708122 |
| 2018-07-01 | 1 | 3616680 | 2708122 |
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.