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Loans - Consumer, Excluding Credit Card Loan Portfolio, Auto and Other (Details) - USD ($)
$ in Millions
3 Months Ended 12 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Loans by origination year      
Total retained loans $ 1,425,236 $ 1,300,990 $ 1,408,905
Gross charge-offs by origination year      
Total gross charge-offs 2,911 2,816  
Consumer, excluding credit card      
Loans by origination year      
Total retained loans 367,274 372,892 368,741
Gross charge-offs by origination year      
Total gross charge-offs 261 $ 287  
Consumer, excluding credit card | Auto and other      
Loans by origination year      
Term loans originated in 2026/2025 7,807   26,660
Term loans originated in 2025/2024 23,896   15,768
Term loans originated in 2024/2023 14,077   9,670
Term loans originated in 2023/2022 8,324   5,069
Term loans originated in 2022/2021 4,214   3,061
Term loans originated prior to 2022/2021 2,885   871
Revolving loans within the revolving period 3,845   3,852
Revolving loans converted to term loans 279   259
Total retained loans $ 65,327   $ 65,210
% of 30+ days past due to total retained loans by origination year      
% of 30 plus days past due to total retained loans, Term loans originated in 2026/2025 0.54%   0.64%
% of 30 plus days past due to total retained loans, Term loans originated in 2025/2024 0.65%   1.15%
% of 30 plus days past due to total retained loans, Term loans originated in 2024/2023 1.14%   2.35%
% of 30 plus days past due to total retained loans, Term loans originated in 2023/2022 2.22%   3.35%
% of 30 plus days past due to total retained loans, Term loans originated in 2022/2021 3.23%   3.23%
% of 30 plus days past due to total retained loans, Term loans originated prior to 2022/2021 3.05%   2.87%
% of 30 plus days past due to total retained loans, Revolving loans within the revolving period 0.86%   0.91%
% of 30 plus days past due to total retained loans, Revolving loans converted to term loans 32.62%   31.66%
% of 30 plus days past due to total retained loans 1.36%   1.52%
Gross charge-offs by origination year      
Gross charge-offs originated in 2026/2025 $ 18   $ 242
Gross charge-offs originated in 2025/2024 78   228
Gross charge-offs originated in 2024/2023 48   244
Gross charge-offs originated in 2023/2022 50   157
Gross charge-offs originated in 2022/2021 27   69
Gross charge-offs originated prior to 2022/2021 29   83
Gross charge-offs originated within the revolving period 0   0
Gross charge-offs originated converted to term loans 2   8
Total gross charge-offs 252   1,031
Current | Consumer, excluding credit card | Auto and other      
Loans by origination year      
Term loans originated in 2026/2025 7,765   26,490
Term loans originated in 2025/2024 23,741   15,586
Term loans originated in 2024/2023 13,917   9,443
Term loans originated in 2023/2022 8,139   4,899
Term loans originated in 2022/2021 4,078   2,961
Term loans originated prior to 2022/2021 2,796   846
Revolving loans within the revolving period 3,812   3,817
Revolving loans converted to term loans 188   177
Total retained loans 64,436   64,219
30–119 days past due | Consumer, excluding credit card | Auto and other      
Loans by origination year      
Term loans originated in 2026/2025 42   170
Term loans originated in 2025/2024 155   180
Term loans originated in 2024/2023 158   225
Term loans originated in 2023/2022 184   170
Term loans originated in 2022/2021 136   99
Term loans originated prior to 2022/2021 88   25
Revolving loans within the revolving period 32   33
Revolving loans converted to term loans 52   48
Total retained loans 847   950
120 or more days past due | Consumer, excluding credit card | Auto and other      
Loans by origination year      
Term loans originated in 2026/2025 0   0
Term loans originated in 2025/2024 0   2
Term loans originated in 2024/2023 2   2
Term loans originated in 2023/2022 1   0
Term loans originated in 2022/2021 0   1
Term loans originated prior to 2022/2021 1   0
Revolving loans within the revolving period 1   2
Revolving loans converted to term loans 39   34
Total retained loans $ 44   $ 41