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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 |
|---|---|---|---|---|---|---|
| 2021-12-31 | 1,000,660 | 866,169 | 796,739 | 1.42 | 12.32 | 4.29 |
| 2022-03-31 | 1,030,763 | 904,452 | 815,019 | 0.29 | 2.63 | 3.73 |
| 2022-06-30 | 1,035,789 | 892,725 | 807,108 | 0.47 | 4.39 | 3.90 |
| 2022-09-30 | 1,057,609 | 855,177 | 814,676 | 0.72 | 6.87 | 3.92 |
| 2022-12-31 | 1,121,085 | 882,700 | 845,140 | 0.70 | 6.64 | 3.81 |
| 2023-03-31 | 1,148,135 | 1,016,050 | 844,542 | 0.46 | 4.29 | 3.12 |
| 2023-06-30 | 1,271,106 | 1,035,159 | 872,205 | 0.91 | 8.71 | 3.17 |
| 2023-09-30 | 1,241,151 | 1,087,876 | 864,880 | 1.02 | 9.89 | 3.26 |
| 2023-12-31 | 1,250,982 | 1,093,990 | 873,413 | 0.90 | 8.70 | 3.28 |
| 2024-03-31 | 1,263,525 | 1,099,933 | 890,216 | 0.86 | 8.21 | 3.29 |
| 2024-06-30 | 1,287,813 | 1,113,273 | 911,694 | 1.15 | 10.86 | 3.34 |
| 2024-09-30 | 1,305,518 | 1,073,546 | 930,876 | 0.74 | 6.95 | 3.45 |
| 2024-12-31 | 1,302,261 | 953,611 | 917,498 | 0.66 | 6.27 | 3.38 |
| 2025-03-31 | 1,263,160 | 1,061,521 | 910,235 | 0.90 | 8.66 | 3.25 |
| 2025-06-30 | 1,353,626 | 1,089,764 | 943,792 | 0.97 | 9.39 | 3.32 |
| 2025-09-30 | 1,364,394 | 1,136,787 | 959,894 | 0.95 | 9.21 | 3.36 |
| 2025-12-31 | 1,403,917 | 1,177,323 | 981,235 | 0.94 | 9.05 | 3.39 |
| 2026-03-31 | 1,444,197 | 1,201,035 | 1,033,783 | 0.73 | 7.12 | 3.46 |
| 2026-06-30 | 1,473,290 | 1,274,115 | 1,057,418 | 0.97 | 9.39 | 3.64 |
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 |
|---|---|---|---|
| 1988-09-26 | 1 | 573652 | 207050 |
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.