v3.26.1
Investment Securities - Amortized Costs and Estimated Fair Values (Details) - USD ($)
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Dec. 31, 2025
Available-for-sale securities          
Amortized cost $ 538,689,000,000   $ 538,689,000,000   $ 507,226,000,000
Unallocated portfolio layer fair value basis adjustments, Amortized cost (492,000,000)   (492,000,000)   641,000,000
Gross unrealized gains 1,431,000,000   1,431,000,000   3,314,000,000
Unallocated portfolio layer fair value basis adjustments, Gross unrealized gains 0   0   (641,000,000)
Gross unrealized losses 4,072,000,000   4,072,000,000   3,342,000,000
Unallocated portfolio layer fair value basis adjustments, Gross unrealized losses (492,000,000)   (492,000,000)   0
Fair value 536,048,000,000   536,048,000,000   507,198,000,000
Held-to-maturity securities          
Amortized cost 268,474,000,000   268,474,000,000   270,134,000,000
Gross unrealized gains 76,000,000   76,000,000   263,000,000
Gross unrealized losses 18,240,000,000   18,240,000,000   17,053,000,000
Fair value 250,310,000,000   250,310,000,000   253,344,000,000
Total investment securities, net of allowance for credit losses          
Amortized cost 807,163,000,000   807,163,000,000   777,360,000,000
Gross unrealized gains 1,507,000,000   1,507,000,000   3,577,000,000
Gross unrealized losses 22,312,000,000   22,312,000,000   20,395,000,000
Fair value 786,358,000,000   786,358,000,000   760,542,000,000
HTM securities purchased 3,500,000,000 $ 1,600,000,000 23,100,000,000 $ 3,200,000,000  
Investment securities, allowance for credit losses 63,000,000 108,000,000 63,000,000 108,000,000 106,000,000
Accrued interest receivables on investment securities 5,300,000,000   5,300,000,000   4,600,000,000
Accrued interest receivables reversed through interest income on AFS securities 0 0 0 0  
Accrued interest receivables reversed through interest income on HTM securities 0 $ 0 0 $ 0  
Total mortgage-backed securities          
Available-for-sale securities          
Amortized cost 100,318,000,000   100,318,000,000   102,547,000,000
Gross unrealized gains 579,000,000   579,000,000   1,162,000,000
Gross unrealized losses 1,851,000,000   1,851,000,000   2,262,000,000
Fair value 99,046,000,000   99,046,000,000   101,447,000,000
Held-to-maturity securities          
Amortized cost 97,643,000,000   97,643,000,000   103,108,000,000
Gross unrealized gains 38,000,000   38,000,000   82,000,000
Gross unrealized losses 10,471,000,000   10,471,000,000   10,004,000,000
Fair value 87,210,000,000   87,210,000,000   93,186,000,000
U.S. GSEs and government agencies mortgage-backed securities          
Available-for-sale securities          
Amortized cost 90,011,000,000   90,011,000,000   92,112,000,000
Gross unrealized gains 550,000,000   550,000,000   1,075,000,000
Gross unrealized losses 1,795,000,000   1,795,000,000   2,215,000,000
Fair value 88,766,000,000   88,766,000,000   90,972,000,000
Held-to-maturity securities          
Amortized cost 84,920,000,000   84,920,000,000   89,073,000,000
Gross unrealized gains 28,000,000   28,000,000   57,000,000
Gross unrealized losses 9,574,000,000   9,574,000,000   9,200,000,000
Fair value 75,374,000,000   75,374,000,000   79,930,000,000
Residential: U.S. Mortgage-backed securities          
Available-for-sale securities          
Amortized cost 5,245,000,000   5,245,000,000   5,564,000,000
Gross unrealized gains 7,000,000   7,000,000   38,000,000
Gross unrealized losses 31,000,000   31,000,000   17,000,000
Fair value 5,221,000,000   5,221,000,000   5,585,000,000
Held-to-maturity securities          
Amortized cost 7,007,000,000   7,007,000,000   7,542,000,000
Gross unrealized gains 3,000,000   3,000,000   6,000,000
Gross unrealized losses 621,000,000   621,000,000   570,000,000
Fair value 6,389,000,000   6,389,000,000   6,978,000,000
Residential: Non-U.S. mortgage-backed securities          
Available-for-sale securities          
Amortized cost 258,000,000   258,000,000   405,000,000
Gross unrealized gains 1,000,000   1,000,000   1,000,000
Gross unrealized losses 0   0   0
Fair value 259,000,000   259,000,000   406,000,000
Commercial mortgage-backed securities          
Available-for-sale securities          
Amortized cost 4,804,000,000   4,804,000,000   4,466,000,000
Gross unrealized gains 21,000,000   21,000,000   48,000,000
Gross unrealized losses 25,000,000   25,000,000   30,000,000
Fair value 4,800,000,000   4,800,000,000   4,484,000,000
Held-to-maturity securities          
Amortized cost 5,716,000,000   5,716,000,000   6,493,000,000
Gross unrealized gains 7,000,000   7,000,000   19,000,000
Gross unrealized losses 276,000,000   276,000,000   234,000,000
Fair value 5,447,000,000   5,447,000,000   6,278,000,000
U.S. Treasury and government agencies          
Available-for-sale securities          
Amortized cost 342,551,000,000   342,551,000,000   313,470,000,000
Gross unrealized gains 524,000,000   524,000,000   2,384,000,000
Gross unrealized losses 1,860,000,000   1,860,000,000   32,000,000
Fair value 341,215,000,000   341,215,000,000   315,822,000,000
Held-to-maturity securities          
Amortized cost 142,379,000,000   142,379,000,000   132,727,000,000
Gross unrealized gains 0   0   134,000,000
Gross unrealized losses 7,310,000,000   7,310,000,000   6,414,000,000
Fair value 135,069,000,000   135,069,000,000   126,447,000,000
Obligations of U.S. states and municipalities          
Available-for-sale securities          
Amortized cost 19,059,000,000   19,059,000,000   20,915,000,000
Gross unrealized gains 178,000,000   178,000,000   118,000,000
Gross unrealized losses 521,000,000   521,000,000   793,000,000
Fair value 18,716,000,000   18,716,000,000   20,240,000,000
Held-to-maturity securities          
Amortized cost 8,124,000,000   8,124,000,000   8,600,000,000
Gross unrealized gains 22,000,000   22,000,000   17,000,000
Gross unrealized losses 436,000,000   436,000,000   609,000,000
Fair value 7,710,000,000   7,710,000,000   8,008,000,000
Non-U.S. government debt securities          
Available-for-sale securities          
Amortized cost 50,724,000,000   50,724,000,000   45,676,000,000
Gross unrealized gains 99,000,000   99,000,000   215,000,000
Gross unrealized losses 316,000,000   316,000,000   236,000,000
Fair value 50,507,000,000   50,507,000,000   45,655,000,000
Corporate debt securities          
Available-for-sale securities          
Amortized cost 133,000,000   133,000,000   139,000,000
Gross unrealized gains 0   0   0
Gross unrealized losses 7,000,000   7,000,000   11,000,000
Fair value 126,000,000   126,000,000   128,000,000
Asset-backed securities: Collateralized loan obligations          
Available-for-sale securities          
Amortized cost 24,498,000,000   24,498,000,000   21,897,000,000
Gross unrealized gains 37,000,000   37,000,000   51,000,000
Gross unrealized losses 1,000,000   1,000,000   1,000,000
Fair value 24,534,000,000   24,534,000,000   21,947,000,000
Held-to-maturity securities          
Amortized cost 19,493,000,000   19,493,000,000   24,695,000,000
Gross unrealized gains 16,000,000   16,000,000   29,000,000
Gross unrealized losses 3,000,000   3,000,000   6,000,000
Fair value 19,506,000,000   19,506,000,000   24,718,000,000
Asset-backed securities: Other          
Available-for-sale securities          
Amortized cost 1,898,000,000   1,898,000,000   1,941,000,000
Gross unrealized gains 14,000,000   14,000,000   25,000,000
Gross unrealized losses 8,000,000   8,000,000   7,000,000
Fair value 1,904,000,000   1,904,000,000   1,959,000,000
Held-to-maturity securities          
Amortized cost 835,000,000   835,000,000   1,004,000,000
Gross unrealized gains 0   0   1,000,000
Gross unrealized losses 20,000,000   20,000,000   20,000,000
Fair value $ 815,000,000   $ 815,000,000   $ 985,000,000