v3.26.1
Consolidated Statement of Changes in Shareholders' Equity - USD ($)
Total
Preferred Series E
Preferred Stock
Preferred Stock
Preferred Series E
Common Stock
Additional Paid-in Capital
Retained Earnings
Accumulated Other Comprehensive Income (Loss), Net
Treasury Stock
Beginning balance at Dec. 31, 2024 $ 29,027,000,000   $ 2,394,000,000   $ 90,000,000 $ 9,999,000,000 $ 19,079,000,000 $ (164,000,000) $ (2,371,000,000)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                  
Total comprehensive income 838,000,000           584,000,000 254,000,000  
Preferred stock cash dividends (36,000,000)           (36,000,000)    
Purchases of treasury stock (662,000,000)               (662,000,000)
Stock-based compensation transactions, net 46,000,000         (30,000,000) 0   76,000,000
Common stock cash dividends (222,000,000)           (222,000,000)    
Ending balance at Mar. 31, 2025 $ 28,991,000,000   2,394,000,000   90,000,000 9,969,000,000 19,405,000,000 90,000,000 (2,957,000,000)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                  
Common stock per share dividend amount (in USD per share) $ 1.35                
Beginning balance at Dec. 31, 2025 $ 29,177,000,000   2,834,000,000   90,000,000 10,011,000,000 20,882,000,000 277,000,000 (4,917,000,000)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                  
Fair value election — residential mortgage loan servicing right [1] 197,000,000           197,000,000    
Total comprehensive income 453,000,000           664,000,000 (211,000,000)  
Redemption of Series G preferred stock   $ (400,000,000)   $ (400,000,000)          
Preferred stock cash dividends (43,000,000)           (43,000,000)    
Purchases of treasury stock (1,250,000,000)               (1,250,000,000)
Stock-based compensation transactions, net 61,000,000         (50,000,000) (1,000,000)   112,000,000
Common stock cash dividends (223,000,000)           (223,000,000)    
Ending balance at Mar. 31, 2026 $ 27,972,000,000   $ 2,434,000,000   $ 90,000,000 $ 9,961,000,000 $ 21,476,000,000 $ 66,000,000 $ (6,055,000,000)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                  
Common stock per share dividend amount (in USD per share) $ 1.50                
[1] As described in notes 1 and 12, effective January 1, 2026, the Company elected to prospectively measure its residential mortgage loan servicing right assets at fair value.