v3.25.2
Loans and allowance for loan losses - Summary of Loan grades applied various classes of Commercial and Real Estate Loans (Detail) - USD ($)
$ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Dec. 31, 2024
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one $ 11,816   $ 11,816   $ 19,234
Year two 16,463   16,463   15,083
Year three 13,285   13,285   17,786
Year four 16,150   16,150   11,704
Year five 10,573   10,573   8,328
Prior 32,922   32,922   28,783
Total [1] 136,116   136,116   135,581
Financing Receivable, Excluding Accrued Interest, Allowance for Credit Loss, Writeoff, by Origination Year [Abstract]          
Year one 11   12    
Year two 17   34    
Year three 21   43    
Year four 22   42    
Year five 8   20    
Prior 32   76    
Total 156 $ 180 316 $ 343  
Commercial and industrial          
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one 4,769   4,769   9,221
Year two 8,107   8,107   6,895
Year three 5,743   5,743   6,345
Year four 5,501   5,501   3,509
Year five 2,927   2,927   1,668
Prior 6,485   6,485   5,895
Revolving Loans 27,975   27,975   27,815
Revolving Loans Converted to Term Loans 153   153   133
Total 61,660   61,660   61,481
Financing Receivable, Excluding Accrued Interest, Allowance for Credit Loss, Writeoff, by Origination Year [Abstract]          
Year one 4   4    
Year two 5   8    
Year three 11   19    
Year four 4   13    
Year five 2   4    
Prior 4   9    
Revolving Loans 27   50    
Revolving Loans Converted to Term Loans 0   0    
Total 57   107    
Commercial and industrial | Pass          
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one 4,712   4,712   9,021
Year two 7,842   7,842   6,454
Year three 5,186   5,186   5,845
Year four 5,022   5,022   3,258
Year five 2,719   2,719   1,534
Prior 5,746   5,746   5,147
Revolving Loans 26,527   26,527   26,262
Revolving Loans Converted to Term Loans 100   100   79
Total 57,854   57,854   57,600
Commercial and industrial | Criticized accrual          
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one 56   56   189
Year two 239   239   385
Year three 473   473   402
Year four 391   391   210
Year five 170   170   75
Prior 485   485   528
Revolving Loans 1,169   1,169   1,359
Revolving Loans Converted to Term Loans 36   36   37
Total 3,019   3,019   3,185
Commercial and industrial | Criticized nonaccrual          
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one 1   1   11
Year two 26   26   56
Year three 84   84   98
Year four 88   88   41
Year five 38   38   59
Prior 254   254   220
Revolving Loans 279   279   194
Revolving Loans Converted to Term Loans 17   17   17
Total 787   787   696
Commercial Real Estate          
Financing Receivable, Excluding Accrued Interest, Allowance for Credit Loss, Writeoff, by Origination Year [Abstract]          
Total 25 $ 43 47 $ 68  
Commercial Real Estate | Commercial          
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one 1,382   1,382   714
Year two 420   420   1,867
Year three 1,929   1,929   2,076
Year four 1,992   1,992   1,501
Year five 1,475   1,475   2,382
Prior 12,491   12,491   11,819
Revolving Loans 466   466   421
Revolving Loans Converted to Term Loans 0   0   0
Total 20,155   20,155   20,780
Financing Receivable, Excluding Accrued Interest, Allowance for Credit Loss, Writeoff, by Origination Year [Abstract]          
Year one 0   0    
Year two 0   0    
Year three 0   0    
Year four 4   4    
Year five 0   0    
Prior 18   40    
Revolving Loans 0   0    
Revolving Loans Converted to Term Loans 0   0    
Total 22   44    
Commercial Real Estate | Commercial | Pass          
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one 1,382   1,382   674
Year two 383   383   1,477
Year three 1,543   1,543   1,358
Year four 1,510   1,510   1,222
Year five 1,234   1,234   1,774
Prior 10,332   10,332   9,611
Revolving Loans 460   460   413
Revolving Loans Converted to Term Loans 0   0   0
Total 16,844   16,844   16,529
Commercial Real Estate | Commercial | Criticized accrual          
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one 0   0   39
Year two 37   37   389
Year three 385   385   665
Year four 433   433   253
Year five 221   221   591
Prior 1,853   1,853   1,839
Revolving Loans 6   6   7
Revolving Loans Converted to Term Loans 0   0   0
Total 2,935   2,935   3,783
Commercial Real Estate | Commercial | Criticized nonaccrual          
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one 0   0   1
Year two 0   0   1
Year three 1   1   53
Year four 49   49   26
Year five 20   20   17
Prior 306   306   369
Revolving Loans 0   0   1
Revolving Loans Converted to Term Loans 0   0   0
Total 376   376   468
Commercial Real Estate | Residential builder and developer          
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one 26   26   396
Year two 0   0   278
Year three 6   6   74
Year four 39   39   12
Year five 2   2   4
Prior 10   10   11
Revolving Loans 68   68   60
Revolving Loans Converted to Term Loans 0   0   0
Total 151   151   835
Financing Receivable, Excluding Accrued Interest, Allowance for Credit Loss, Writeoff, by Origination Year [Abstract]          
Year one 0   0    
Year two 0   0    
Year three 0   0    
Year four 0   0    
Year five 0   0    
Prior 0   0    
Revolving Loans 0   0    
Revolving Loans Converted to Term Loans 0   0    
Total 0   0    
Commercial Real Estate | Residential builder and developer | Pass          
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one 26   26   380
Year two 0   0   236
Year three 6   6   40
Year four 26   26   12
Year five 2   2   4
Prior 9   9   10
Revolving Loans 68   68   60
Revolving Loans Converted to Term Loans 0   0   0
Total 137   137   742
Commercial Real Estate | Residential builder and developer | Criticized accrual          
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one 0   0   15
Year two 0   0   42
Year three 0   0   34
Year four 13   13   0
Year five 0   0   0
Prior 0   0   0
Revolving Loans 0   0   0
Revolving Loans Converted to Term Loans 0   0   0
Total 13   13   91
Commercial Real Estate | Residential builder and developer | Criticized nonaccrual          
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one 0   0   1
Year two 0   0   0
Year three 0   0   0
Year four 0   0   0
Year five 0   0   0
Prior 1   1   1
Revolving Loans 0   0   0
Revolving Loans Converted to Term Loans 0   0   0
Total 1   1   2
Commercial Real Estate | Other commercial construction          
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one 43   43   150
Year two 189   189   1,499
Year three 1,487   1,487   1,795
Year four 1,493   1,493   648
Year five 295   295   472
Prior 698   698   540
Revolving Loans 56   56   45
Revolving Loans Converted to Term Loans 0   0   0
Total 4,261   4,261   5,149
Financing Receivable, Excluding Accrued Interest, Allowance for Credit Loss, Writeoff, by Origination Year [Abstract]          
Year one 0   0    
Year two 0   0    
Year three 0   0    
Year four 3   3    
Year five 0   0    
Prior 0   0    
Revolving Loans 0   0    
Revolving Loans Converted to Term Loans 0   0    
Total 3   3    
Commercial Real Estate | Other commercial construction | Pass          
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one 43   43   108
Year two 186   186   1,395
Year three 1,379   1,379   1,091
Year four 845   845   269
Year five 149   149   175
Prior 380   380   379
Revolving Loans 50   50   42
Revolving Loans Converted to Term Loans 0   0   0
Total 3,032   3,032   3,459
Commercial Real Estate | Other commercial construction | Criticized accrual          
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one 0   0   42
Year two 3   3   104
Year three 108   108   687
Year four 637   637   346
Year five 144   144   297
Prior 308   308   145
Revolving Loans 6   6   3
Revolving Loans Converted to Term Loans 0   0   0
Total 1,206   1,206   1,624
Commercial Real Estate | Other commercial construction | Criticized nonaccrual          
Financing Receivable, Credit Quality Indicator [Line Items]          
Year one 0   0   0
Year two 0   0   0
Year three 0   0   17
Year four 11   11   33
Year five 2   2   0
Prior 10   10   16
Revolving Loans 0   0   0
Revolving Loans Converted to Term Loans 0   0   0
Total $ 23   $ 23   $ 66
[1] Loans of $2.5 billion and $1.5 billion at June 30, 2025 and December 31, 2024, respectively, were held in special purpose trusts to settle the respective obligations of asset-backed notes issued by those trusts. The outstanding balances of those asset-backed notes issued to third party investors were included in Long-term borrowings and were $2.1 billion at June 30, 2025 and $1.2 billion at December 31, 2024.