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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 |
|---|---|---|---|---|---|---|
| 2016-03-31 | 3,880,561 | 3,413,130 | 3,066,501 | 1.01 | 11.42 | 3.09 |
| 2016-06-30 | 3,940,977 | 3,454,623 | 3,207,229 | 1.01 | 11.19 | 3.12 |
| 2016-09-30 | 4,070,294 | 3,572,122 | 3,289,487 | 1.02 | 11.16 | 3.16 |
| 2016-12-31 | 4,164,732 | 3,658,917 | 3,419,046 | 1.04 | 11.34 | 3.17 |
| 2017-03-31 | 4,188,450 | 3,683,077 | 3,435,759 | 1.17 | 12.30 | 3.17 |
| 2017-06-30 | 4,453,601 | 3,907,845 | 3,696,656 | 1.10 | 11.53 | 3.27 |
| 2017-09-30 | 4,584,325 | 4,032,939 | 3,763,899 | 1.11 | 11.62 | 3.36 |
| 2017-12-31 | 4,803,589 | 4,228,152 | 3,957,234 | 1.12 | 11.72 | 3.41 |
| 2018-03-31 | 4,938,317 | 4,329,494 | 4,038,029 | 1.69 | 17.64 | 3.48 |
| 2018-06-30 | 5,205,993 | 4,577,314 | 4,224,651 | 1.71 | 17.88 | 3.53 |
| 2018-09-30 | 5,580,364 | 4,883,580 | 4,584,816 | 1.62 | 16.61 | 3.58 |
| 2018-12-31 | 5,889,864 | 5,160,625 | 4,676,807 | 1.56 | 15.94 | 3.59 |
| 2019-03-31 | 5,930,723 | 5,191,557 | 4,736,561 | 1.79 | 17.39 | 3.68 |
| 2019-06-30 | 6,202,627 | 5,374,437 | 4,969,467 | 1.67 | 15.90 | 3.68 |
| 2019-09-30 | 6,444,747 | 5,572,644 | 5,048,070 | 1.63 | 15.37 | 3.62 |
| 2019-12-31 | 6,849,194 | 5,952,117 | 5,159,789 | 1.58 | 14.85 | 3.51 |
| 2020-03-31 | 7,483,044 | 6,460,093 | 5,598,622 | 0.69 | 6.82 | 3.05 |
| 2020-06-30 | 8,346,055 | 7,313,131 | 6,492,377 | 0.21 | 2.18 | 2.88 |
| 2020-09-30 | 8,238,313 | 7,193,760 | 6,691,354 | 0.53 | 5.60 | 2.78 |
| 2020-12-31 | 8,300,542 | 7,234,027 | 6,776,847 | 0.71 | 7.56 | 2.76 |
| 2021-03-31 | 8,321,670 | 7,238,849 | 6,977,009 | 1.56 | 16.38 | 2.63 |
| 2021-06-30 | 8,646,791 | 7,583,304 | 6,790,504 | 1.39 | 14.61 | 2.69 |
| 2021-09-30 | 8,843,686 | 7,744,824 | 7,092,641 | 1.48 | 15.51 | 2.70 |
| 2021-12-31 | 9,586,442 | 8,456,654 | 7,251,983 | 1.41 | 14.85 | 2.68 |
| 2022-03-31 | 9,540,975 | 8,383,147 | 7,264,533 | 1.40 | 14.69 | 2.53 |
| 2022-06-30 | 9,045,586 | 7,879,261 | 7,500,468 | 1.38 | 14.06 | 2.79 |
| 2022-09-30 | 9,465,412 | 8,227,963 | 7,511,232 | 1.61 | 16.30 | 3.12 |
| 2022-12-31 | 9,659,979 | 8,366,530 | 7,765,359 | 1.67 | 16.68 | 3.44 |
| 2023-03-31 | 9,231,463 | 7,862,099 | 7,602,209 | 2.27 | 20.62 | 4.43 |
| 2023-06-30 | 9,160,144 | 7,821,185 | 7,560,670 | 1.94 | 17.48 | 4.26 |
| 2023-09-30 | 9,429,273 | 8,104,024 | 7,769,104 | 1.87 | 17.20 | 4.18 |
| 2023-12-31 | 9,541,485 | 8,225,861 | 7,907,679 | 1.75 | 16.10 | 4.15 |
| 2024-03-31 | 9,588,422 | 8,208,493 | 7,933,697 | 2.47 | 22.47 | 3.89 |
| 2024-06-30 | 9,565,550 | 8,297,727 | 7,960,902 | 1.78 | 16.26 | 3.87 |
| 2024-09-30 | 9,579,552 | 8,332,504 | 8,021,302 | 1.86 | 16.94 | 3.88 |
| 2024-12-31 | 9,436,117 | 8,162,476 | 7,801,067 | 1.95 | 17.65 | 3.91 |
| 2025-03-31 | 9,641,519 | 8,356,958 | 7,683,245 | 1.95 | 17.29 | 3.86 |
| 2025-06-30 | 9,563,900 | 8,303,944 | 7,836,485 | 1.78 | 15.80 | 3.92 |
| 2025-09-30 | 9,404,818 | 8,156,729 | 7,698,943 | 1.79 | 15.92 | 3.95 |
| 2025-12-31 | 9,575,716 | 8,334,919 | 7,785,125 | 1.88 | 16.75 | 3.97 |
| 2026-03-31 | 9,278,678 | 7,928,399 | 7,800,926 | 1.98 | 17.33 | 3.90 |
| 2026-06-30 | 9,567,734 | 8,285,568 | 7,879,172 | 1.98 | 17.21 | 3.93 |
38 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 |
|---|---|---|---|
| 2019-05-24 | 1 | 12937 | 2239288 |
| 2018-08-01 | 1 | 352035 | 2239288 |
| 2015-07-02 | 1 | 664831 | 2239288 |
| 2013-10-19 | 1 | 286279 | 2239288 |
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.