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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 | 1,010,533 | 833,628 | 609,566 | 1.11 | 9.01 | 3.67 |
| 2020-09-30 | 1,014,760 | 840,231 | 611,758 | 1.11 | 9.00 | 3.59 |
| 2020-12-31 | 1,014,959 | 867,790 | 613,564 | 1.12 | 9.46 | 3.56 |
| 2021-03-31 | 1,058,829 | 914,809 | 600,859 | 1.16 | 11.67 | 3.67 |
| 2021-06-30 | 1,069,720 | 929,195 | 602,626 | 1.32 | 13.34 | 3.72 |
| 2021-09-30 | 1,431,449 | 1,251,721 | 782,704 | 1.26 | 12.24 | 3.66 |
| 2021-12-31 | 1,479,073 | 1,301,081 | 797,432 | 1.23 | 12.06 | 3.54 |
| 2022-03-31 | 1,493,455 | 1,333,258 | 808,221 | 1.20 | 12.66 | 3.14 |
| 2022-06-30 | 1,480,351 | 1,330,199 | 864,631 | 1.22 | 13.29 | 3.26 |
| 2022-09-30 | 1,449,227 | 1,300,493 | 925,983 | 1.29 | 14.52 | 3.46 |
| 2022-12-31 | 1,484,968 | 1,282,138 | 963,812 | 1.30 | 14.80 | 3.54 |
| 2023-03-31 | 1,517,029 | 1,297,558 | 965,961 | 1.01 | 11.72 | 3.33 |
| 2023-06-30 | 1,501,126 | 1,304,885 | 965,712 | 1.02 | 11.72 | 3.28 |
| 2023-09-30 | 1,507,378 | 1,329,597 | 990,933 | 1.00 | 11.53 | 3.26 |
| 2023-12-31 | 1,549,719 | 1,334,524 | 1,031,591 | 1.01 | 11.52 | 3.25 |
| 2024-03-31 | 1,573,074 | 1,372,621 | 1,063,072 | 0.85 | 9.49 | 3.13 |
| 2024-06-30 | 1,602,764 | 1,360,210 | 1,087,706 | 0.97 | 10.75 | 3.23 |
| 2024-09-30 | 1,659,215 | 1,363,200 | 1,127,271 | 0.98 | 10.86 | 3.24 |
| 2024-12-31 | 1,667,933 | 1,373,763 | 1,153,104 | 1.04 | 11.52 | 3.31 |
| 2025-03-31 | 1,698,790 | 1,399,017 | 1,159,892 | 1.05 | 11.56 | 3.50 |
| 2025-06-30 | 1,712,939 | 1,422,118 | 1,183,939 | 1.17 | 12.73 | 3.70 |
| 2025-09-30 | 1,745,741 | 1,434,171 | 1,208,057 | 1.22 | 13.09 | 3.77 |
| 2025-12-31 | 1,759,147 | 1,451,111 | 1,219,041 | 1.27 | 13.42 | 3.80 |
| 2026-03-31 | 1,776,310 | 1,502,074 | 1,225,943 | 1.30 | 13.09 | 3.82 |
| 2026-06-30 | 1,838,229 | 1,536,667 | 1,250,947 | 1.30 | 13.14 | 3.84 |
20 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 |
|---|---|---|---|
| 2021-08-21 | 1 | 718079 | 63733 |
| 2015-04-18 | 1 | 490937 | 63733 |
| 2013-12-14 | 1 | 161433 | 63733 |
| 1987-06-01 | 1 | 127336 | 63733 |
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.