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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 | 5,676,814 | 4,106,275 | 3,818,647 | 1.15 | 9.68 | 3.91 |
| 2016-06-30 | 5,825,677 | 4,130,530 | 3,859,129 | 1.20 | 10.07 | 3.93 |
| 2016-09-30 | 6,603,069 | 4,854,925 | 4,431,344 | 1.07 | 9.00 | 3.90 |
| 2016-12-31 | 6,726,530 | 4,843,804 | 4,499,157 | 1.08 | 9.16 | 3.93 |
| 2017-03-31 | 6,808,753 | 5,478,748 | 4,581,545 | 1.12 | 9.80 | 3.95 |
| 2017-06-30 | 6,773,436 | 4,928,157 | 4,615,140 | 1.17 | 10.09 | 3.98 |
| 2017-09-30 | 6,826,214 | 5,091,700 | 4,689,529 | 1.20 | 10.26 | 4.01 |
| 2017-12-31 | 6,949,661 | 5,292,757 | 4,807,373 | 0.75 | 6.43 | 4.03 |
| 2018-03-31 | 6,927,154 | 5,249,741 | 4,821,695 | 1.50 | 12.94 | 4.02 |
| 2018-06-30 | 7,052,225 | 5,410,750 | 4,900,727 | 1.57 | 13.46 | 4.09 |
| 2018-09-30 | 7,099,107 | 5,779,190 | 4,921,991 | 1.69 | 14.35 | 4.14 |
| 2018-12-31 | 7,183,022 | 5,678,971 | 4,889,237 | 1.65 | 13.85 | 4.18 |
| 2019-03-31 | 12,137,564 | 9,863,145 | 8,689,497 | 0.37 | 2.73 | 4.03 |
| 2019-06-30 | 12,137,899 | 9,772,382 | 8,619,430 | 0.83 | 5.93 | 4.55 |
| 2019-09-30 | 12,254,636 | 9,670,833 | 8,548,140 | 1.17 | 8.12 | 4.60 |
| 2019-12-31 | 12,223,127 | 9,665,482 | 8,508,336 | 1.27 | 8.64 | 4.59 |
| 2020-03-31 | 12,247,429 | 9,743,781 | 8,497,147 | 0.41 | 2.64 | 4.40 |
| 2020-06-30 | 13,540,364 | 11,166,455 | 9,229,741 | 0.09 | 0.62 | 4.18 |
| 2020-09-30 | 13,796,468 | 11,490,195 | 9,254,785 | 0.59 | 4.01 | 4.05 |
| 2020-12-31 | 14,298,695 | 12,110,273 | 8,993,476 | 0.89 | 6.26 | 4.04 |
| 2021-03-31 | 14,696,220 | 12,514,992 | 8,529,213 | 1.83 | 14.55 | 3.60 |
| 2021-06-30 | 15,109,649 | 12,846,711 | 8,245,019 | 2.19 | 17.24 | 3.43 |
| 2021-09-30 | 15,342,156 | 12,887,880 | 7,995,859 | 1.95 | 15.28 | 3.32 |
| 2021-12-31 | 15,742,039 | 13,354,301 | 7,904,831 | 1.82 | 14.30 | 3.28 |
| 2022-03-31 | 20,867,068 | 17,791,314 | 11,268,099 | 0.17 | 1.36 | 3.45 |
| 2022-06-30 | 20,453,582 | 17,439,812 | 11,401,486 | 0.73 | 5.93 | 3.53 |
| 2022-09-30 | 19,884,193 | 16,988,126 | 11,620,867 | 0.98 | 8.29 | 3.76 |
| 2022-12-31 | 19,808,858 | 16,436,990 | 11,802,977 | 1.17 | 10.01 | 3.98 |
| 2023-03-31 | 20,218,887 | 16,375,901 | 12,016,579 | 1.31 | 11.54 | 4.27 |
| 2023-06-30 | 20,288,289 | 16,590,763 | 12,211,112 | 1.36 | 11.80 | 4.23 |
| 2023-09-30 | 19,938,194 | 16,217,703 | 12,539,062 | 1.40 | 12.29 | 4.25 |
| 2023-12-31 | 20,494,574 | 16,707,405 | 12,612,470 | 1.33 | 11.47 | 4.20 |
| 2024-03-31 | 20,481,565 | 16,392,626 | 12,816,986 | 1.31 | 10.77 | 3.96 |
| 2024-06-30 | 20,647,772 | 16,651,602 | 13,000,556 | 1.40 | 11.70 | 3.95 |
| 2024-09-30 | 20,807,733 | 16,765,301 | 13,166,805 | 1.35 | 11.26 | 3.96 |
| 2024-12-31 | 20,721,673 | 17,340,079 | 13,045,917 | 1.34 | 11.08 | 3.97 |
| 2025-03-31 | 20,460,842 | 17,132,859 | 12,975,323 | 1.35 | 10.91 | 3.94 |
| 2025-06-30 | 20,677,502 | 17,533,926 | 12,965,825 | 1.40 | 11.49 | 3.98 |
| 2025-09-30 | 20,758,310 | 17,585,596 | 12,840,383 | 1.43 | 11.67 | 4.01 |
| 2025-12-31 | 21,217,946 | 17,933,957 | 13,143,600 | 1.43 | 11.63 | 4.02 |
| 2026-03-31 | 22,016,606 | 18,771,781 | 13,153,815 | 1.68 | 13.64 | 3.94 |
| 2026-06-30 | 22,565,353 | 19,313,830 | 13,323,785 | 1.60 | 13.22 | 3.95 |
95 current branch locations across 5 states as of 2026-08-22. This is an annual branch-location count, not deposit market share.
| Date | Code | Predecessor RSSD | Successor RSSD |
|---|---|---|---|
| 2022-01-01 | 1 | 765019 | 437914 |
| 2019-03-01 | 1 | 810919 | 437914 |
| 2016-08-13 | 1 | 3277988 | 437914 |
| 2015-10-10 | 1 | 1014778 | 437914 |
| 2014-09-06 | 1 | 323718 | 437914 |
| 2010-12-04 | 1 | 2158389 | 437914 |
| 1995-11-22 | 1 | 637572 | 437914 |
| 1981-07-18 | 50 | 838276 | 437914 |
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.