v3.25.2
Loans and allowance for loan losses - Changes in Allowance for Credit Losses (Detail) - USD ($)
$ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Accounts Receivable, Allowance for Credit Loss [Roll Forward]        
Beginning balance $ 2,200 $ 2,191 $ 2,184 $ 2,129
Provision for credit losses 105 150 235 350
Charge-offs (156) (180) (316) (343)
Recoveries 48 43 94 68
Net charge-offs (108) (137) (222) (275)
Ending balance 2,197 2,204 2,197 2,204
Commercial and industrial        
Accounts Receivable, Allowance for Credit Loss [Roll Forward]        
Beginning balance 762 684 769 620
Provision for credit losses 69 176 91 313
Charge-offs (57) (78) (107) (156)
Recoveries 19 8 40 13
Net charge-offs (38) (70) (67) (143)
Ending balance 793 790 793 790
Commercial Real Estate        
Accounts Receivable, Allowance for Credit Loss [Roll Forward]        
Beginning balance 610 754 599 764
Provision for credit losses (43) (70) (13) (61)
Charge-offs (25) (43) (47) (68)
Recoveries 2 17 5 23
Net charge-offs (23) (26) (42) (45)
Ending balance 544 658 544 658
Residential Real Estate        
Accounts Receivable, Allowance for Credit Loss [Roll Forward]        
Beginning balance 105 118 108 116
Provision for credit losses 5 (8) 2 (6)
Charge-offs (1) (2) (3) (3)
Recoveries 1 2 3 3
Net charge-offs 0 0 0 0
Ending balance 110 110 110 110
Consumer        
Accounts Receivable, Allowance for Credit Loss [Roll Forward]        
Beginning balance 723 635 708 629
Provision for credit losses 74 52 155 104
Charge-offs (73) (57) (159) (116)
Recoveries 26 16 46 29
Net charge-offs (47) (41) (113) (87)
Ending balance 750 646 750 646
Reserve for Unfunded Credit Commitments        
Accounts Receivable, Allowance for Credit Loss [Roll Forward]        
Beginning balance 60 60 60 60
Provision for credit losses 20 0 20 0
Charge-offs 0 0 0 0
Recoveries 0 0 0 0
Net charge-offs 0 0 0 0
Ending balance $ 80 $ 60 $ 80 $ 60