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Research terminalQ2 2026 · 4,313 institutions · refreshed 8/27/2026 · database outage
Q2 2026 · 4,313 institutions · refreshed 8/27/2026
OptimaYield board tearsheet · reported facts
| Period | Assets | Deposits | Loans | ROA | ROE | NIM |
|---|---|---|---|---|---|---|
| 2016-03-31 | 8,825,303 | 7,458,358 | 6,445,979 | 4.67 | 33.55 | 4.16 |
| 2016-06-30 | 8,567,476 | 7,238,174 | 6,091,025 | 3.53 | 25.07 | 4.10 |
| 2016-09-30 | 8,955,204 | 7,625,474 | 7,481,429 | 3.12 | 22.23 | 4.09 |
| 2016-12-31 | 9,266,420 | 7,976,325 | 7,017,042 | 3.02 | 21.77 | 4.17 |
| 2017-03-31 | 9,075,304 | 7,767,609 | 6,625,099 | 2.45 | 18.40 | 4.21 |
| 2017-06-30 | 8,536,484 | 6,979,459 | 1,004,516 | 6.57 | 45.09 | 3.81 |
| 2017-09-30 | 8,333,806 | 6,753,152 | 953,941 | 4.70 | 30.61 | 3.15 |
| 2017-12-31 | 8,604,013 | 7,240,766 | 4,772,123 | 4.04 | 26.45 | 3.02 |
| 2018-03-31 | 8,683,249 | 7,289,744 | 4,188,679 | 2.45 | 16.28 | 2.81 |
| 2018-06-30 | 7,862,672 | 6,462,935 | 4,429,563 | 1.62 | 10.52 | 3.03 |
| 2018-09-30 | 7,424,512 | 6,004,276 | 4,050,767 | 2.06 | 12.91 | 3.18 |
| 2018-12-31 | 7,137,879 | 6,291,481 | 4,165,990 | 2.17 | 14.59 | 3.27 |
| 2019-03-31 | 5,884,463 | 5,067,720 | 3,992,410 | 3.17 | 28.59 | 3.44 |
| 2019-06-30 | 5,464,707 | 4,620,138 | 5,027,017 | 3.88 | 32.53 | 3.61 |
| 2019-09-30 | 5,594,680 | 4,661,958 | 5,065,598 | 5.52 | 43.77 | 3.72 |
| 2019-12-31 | 5,630,155 | 4,428,944 | 5,513,257 | 5.06 | 39.69 | 3.62 |
| 2020-03-31 | 7,164,797 | 6,355,645 | 5,890,388 | -0.14 | -1.25 | 3.00 |
| 2020-06-30 | 7,394,406 | 6,567,822 | 837,273 | 0.48 | 4.38 | 2.28 |
| 2020-09-30 | 7,110,918 | 6,286,935 | 752,957 | 0.26 | 2.38 | 1.69 |
| 2020-12-31 | 5,051,061 | 4,224,030 | 671,225 | 0.33 | 2.91 | 1.46 |
| 2021-03-31 | 5,262,057 | 4,429,132 | 597,731 | 0.42 | 2.93 | 0.62 |
| 2021-06-30 | 5,184,149 | 4,350,914 | 4,569,984 | 0.23 | 1.61 | 0.94 |
| 2021-09-30 | 5,232,563 | 4,405,564 | 4,176,141 | 0.52 | 3.61 | 1.37 |
| 2021-12-31 | 5,618,931 | 4,786,298 | 3,778,215 | 0.69 | 4.90 | 1.53 |
| 2022-03-31 | 8,537,660 | 7,702,950 | 3,468,478 | 0.80 | 7.57 | 1.49 |
| 2022-06-30 | 7,900,890 | 7,068,188 | 3,221,538 | 0.49 | 4.76 | 1.60 |
| 2022-09-30 | 6,594,544 | 5,760,336 | 3,048,893 | 0.36 | 3.39 | 0.95 |
| 2022-12-31 | 5,769,427 | 4,942,883 | 2,916,800 | 0.15 | 1.40 | 0.79 |
| 2023-03-31 | 4,486,686 | 3,651,107 | 2,832,851 | 0.49 | 3.35 | 0.52 |
| 2023-06-30 | 4,024,529 | 3,114,665 | 2,661,948 | 0.43 | 2.73 | 0.62 |
| 2023-09-30 | 3,775,791 | 2,825,511 | 2,569,981 | 0.37 | 2.22 | 0.68 |
| 2023-12-31 | 3,927,712 | 3,004,526 | 2,482,136 | 0.36 | 2.12 | 0.75 |
| 2024-03-31 | 3,899,726 | 2,864,803 | 2,397,558 | 0.97 | 4.95 | 1.49 |
| 2024-06-30 | 3,780,286 | 2,776,761 | 2,317,810 | 1.07 | 5.38 | 1.65 |
| 2024-09-30 | 3,879,943 | 2,918,821 | 2,232,991 | 1.07 | 5.35 | 1.72 |
| 2024-12-31 | 4,465,163 | 3,501,933 | 2,154,554 | 1.15 | 5.88 | 1.70 |
| 2025-03-31 | 4,322,834 | 3,290,913 | 2,078,340 | 1.31 | 7.10 | 1.89 |
| 2025-06-30 | 3,525,158 | 2,406,938 | 1,999,195 | 1.49 | 7.46 | 1.97 |
| 2025-09-30 | 3,660,918 | 2,666,951 | 1,921,140 | 1.45 | 7.01 | 1.97 |
| 2025-12-31 | 2,815,071 | 1,916,264 | 1,845,316 | 1.48 | 6.85 | 2.07 |
| 2026-03-31 | 2,700,336 | 1,786,130 | 1,777,315 | 1.69 | 6.11 | 2.34 |
| 2026-06-30 | 2,590,233 | 1,673,209 | 1,708,670 | 1.62 | 5.69 | 2.35 |
1 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 |
|---|---|---|---|
| 2009-11-01 | 1 | 2264954 | 2362458 |
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.