v3.26.1
Loans and allowance for loan losses - Changes in Allowance for Credit Losses (Detail) - USD ($)
$ in Millions
 3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Accounts Receivable, Allowance for Credit Loss [Roll Forward]        
Beginning balance $ 2,136 $ 2,200 $ 2,116 $ 2,184
Provision for credit losses 120 105 245 235
Charge-offs (138) (156) (291) (316)
Recoveries 58 48 106 94
Net charge-offs (80) (108) (185) (222)
Ending balance 2,176 2,197 2,176 2,197
Commercial and industrial        
Accounts Receivable, Allowance for Credit Loss [Roll Forward]        
Beginning balance 817 762 771 769
Provision for credit losses 35 69 106 91
Charge-offs (39) (57) (85) (107)
Recoveries 19 19 40 40
Net charge-offs (20) (38) (45) (67)
Ending balance 832 793 832 793
Commercial real estate        
Accounts Receivable, Allowance for Credit Loss [Roll Forward]        
Beginning balance 421 610 472 599
Provision for credit losses (7) (43) (41) (13)
Charge-offs (15) (25) (33) (47)
Recoveries 9 2 10 5
Net charge-offs (6) (23) (23) (42)
Ending balance 408 544 408 544
Residential real estate        
Accounts Receivable, Allowance for Credit Loss [Roll Forward]        
Beginning balance 99 105 100 108
Provision for credit losses 1 5 (1) 2
Charge-offs (2) (1) (3) (3)
Recoveries 2 1 4 3
Net charge-offs 0 0 1 0
Ending balance 100 110 100 110
Consumer        
Accounts Receivable, Allowance for Credit Loss [Roll Forward]        
Beginning balance 799 723 773 708
Provision for credit losses 91 74 181 155
Charge-offs (82) (73) (170) (159)
Recoveries 28 26 52 46
Net charge-offs (54) (47) (118) (113)
Ending balance 836 750 836 750
Reserve for Unfunded Credit Commitments        
Accounts Receivable, Allowance for Credit Loss [Roll Forward]        
Beginning balance 95 60 80 60
Provision for credit losses 0 20 15 20
Charge-offs 0 0 0 0
Recoveries 0 0 0 0
Net charge-offs 0 0 0 0
Ending balance $ 95 $ 80 $ 95 $ 80