7Baggers
Quarterly
Annual
    Unit: USD2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-06-30 2018-03-31 2017-09-30 2017-06-30 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-06-30 2014-03-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31 2011-09-30 2011-06-30 2011-03-31 
      
                                                         
      assets
                                                         
      cash and cash equivalents
    30,572,000,000 32,195,000,000 35,009,000,000 42,083,000,000 34,850,000,000 25,350,000,000 31,752,000,000 43,337,000,000 33,251,000,000 47,651,000,000 49,162,000,000 40,195,000,000 46,486,000,000 64,550,000,000 91,126,000,000 62,975,000,000 34,323,000,000 30,337,000,000 48,182,000,000 40,348,000,000 27,465,000,000 33,574,000,000 68,458,000,000 29,345,000,000 20,252,000,000 24,199,000,000 32,558,000,000 27,938,000,000 13,250,000,000 14,145,000,000 12,253,000,000 9,575,000,000 10,828,000,000 10,431,000,000 12,976,000,000 10,457,000,000 11,978,000,000 10,366,000,000 9,017,000,000 9,011,000,000 6,832,000,000 7,173,000,000 7,362,000,000 6,234,000,000 6,931,000,000 12,663,000,000 8,523,000,000 8,089,000,000 6,794,000,000 8,679,000,000 6,376,000,000 6,466,000,000 5,548,000,000 
      cash and investments segregated and on deposit for regulatory purposes
    47,754,000,000 45,568,000,000 38,408,000,000 38,221,000,000 33,671,000,000 21,737,000,000 25,905,000,000 31,836,000,000 18,576,000,000 25,083,000,000 31,037,000,000 42,983,000,000 44,118,000,000 53,466,000,000 54,445,000,000 53,949,000,000 42,300,000,000 39,919,000,000 40,423,000,000 50,399,000,000 29,579,000,000 33,188,000,000 34,309,000,000 20,483,000,000 16,164,000,000 14,146,000,000 13,924,000,000 13,563,000,000 11,012,000,000 12,823,000,000               26,897,000,000 28,469,000,000 25,041,000,000 22,723,000,000 26,905,000,000 26,034,000,000 27,009,000,000 23,842,000,000 23,071,000,000 
      receivables from brokers, dealers, and clearing organizations
    4,728,000,000 4,304,000,000 2,938,000,000 2,440,000,000                     1,317,000,000 463,000,000 616,000,000 553,000,000 1,025,000,000 894,000,000 665,000,000 910,000,000 728,000,000 947,000,000 1,008,000,000 1,105,000,000 582,000,000 583,000,000 917,000,000 457,000,000 522,000,000 482,000,000 511,000,000 395,000,000 467,000,000 333,000,000 607,000,000 317,000,000 588,000,000 230,000,000 562,000,000 456,000,000 495,000,000 
      receivables from brokerage clients — net
    93,788,000,000 82,785,000,000 84,449,000,000 85,374,000,000 74,016,000,000 72,836,000,000 71,169,000,000 68,667,000,000 69,062,000,000 65,162,000,000 63,187,000,000 66,591,000,000 73,859,000,000 76,130,000,000 84,070,000,000 90,565,000,000 86,553,000,000 82,245,000,000 74,711,000,000 64,440,000,000 25,441,000,000 21,421,000,000 19,001,000,000 21,767,000,000 21,069,000,000 21,428,000,000 20,529,000,000 21,651,000,000 22,351,000,000 21,153,000,000 18,461,000,000 17,993,000,000 17,155,000,000 16,380,000,000 16,822,000,000 15,961,000,000 17,313,000,000 17,089,000,000 16,618,000,000 16,013,000,000 14,670,000,000 14,571,000,000 13,124,000,000 12,825,000,000 12,454,000,000 13,458,000,000 11,914,000,000 11,955,000,000 11,207,000,000 11,072,000,000 11,081,000,000 11,644,000,000 11,311,000,000 
      available for sale securities
    62,308,000,000 67,612,000,000 74,828,000,000 82,994,000,000 90,018,000,000 93,562,000,000 101,086,000,000 107,646,000,000 110,272,000,000 125,769,000,000 141,334,000,000 147,871,000,000 236,517,000,000 265,277,000,000 272,049,000,000 390,054,000,000 376,968,000,000 359,622,000,000 342,006,000,000 337,400,000,000 303,758,000,000 281,216,000,000 221,232,000,000 61,422,000,000 56,483,000,000 54,648,000,000 60,005,000,000 66,578,000,000 55,522,000,000 51,827,000,000 48,062,000,000 45,634,000,000 77,365,000,000                     
      held to maturity securities
    136,693,000,000 139,684,000,000 143,815,000,000 146,453,000,000 149,862,000,000 153,179,000,000 156,371,000,000 159,452,000,000 162,452,000,000 166,328,000,000 169,911,000,000 173,074,000,000 96,323,000,000 100,117,000,000 105,286,000,000         134,706,000,000 140,194,000,000 138,326,000,000 132,420,000,000 144,009,000,000 136,792,000,000 125,683,000,000                        
      bank loans — net
    53,570,000,000 50,405,000,000 47,121,000,000 45,215,000,000 43,311,000,000 42,182,000,000 40,783,000,000 40,439,000,000 40,327,000,000 40,061,000,000 39,964,000,000 40,505,000,000 40,379,000,000 39,564,000,000 37,207,000,000 34,636,000,000 31,570,000,000 28,895,000,000 25,421,000,000 23,813,000,000 22,286,000,000 20,871,000,000 19,521,000,000 18,212,000,000 16,895,000,000 16,639,000,000 16,510,000,000 16,609,000,000 16,569,000,000 16,389,000,000 16,232,000,000 15,817,000,000 15,403,000,000 14,858,000,000 14,670,000,000 14,417,000,000 14,334,000,000 14,252,000,000 14,014,000,000 13,603,000,000              
      equipment, office facilities, and property — net
    3,136,000,000 3,197,000,000 3,276,000,000 3,338,000,000 3,340,000,000 3,436,000,000 3,584,000,000 3,690,000,000 3,730,000,000 3,686,000,000 3,716,000,000 3,714,000,000 3,687,000,000 3,670,000,000 3,499,000,000 3,442,000,000 3,164,000,000 3,136,000,000 3,054,000,000 2,883,000,000 2,346,000,000 2,314,000,000 2,291,000,000 2,128,000,000 2,017,000,000 1,909,000,000 1,813,000,000 1,769,000,000 1,599,000,000 1,540,000,000 1,392,000,000 1,335,000,000 1,299,000,000 1,266,000,000 1,242,000,000 1,159,000,000 1,145,000,000 1,126,000,000 1,091,000,000 1,058,000,000 883,000,000 820,000,000 738,000,000 711,000,000 681,000,000 675,000,000 672,000,000 677,000,000 684,000,000 685,000,000 665,000,000 639,000,000 627,000,000 
      goodwill
    11,951,000,000 11,951,000,000 11,951,000,000 11,951,000,000 11,951,000,000 11,951,000,000 11,951,000,000 11,951,000,000 11,951,000,000 11,951,000,000 11,951,000,000 11,951,000,000 11,951,000,000 11,951,000,000 11,952,000,000 11,952,000,000 11,952,000,000 11,952,000,000 11,952,000,000 11,952,000,000 1,737,000,000 1,733,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,227,000,000 1,231,000,000 1,231,000,000 1,228,000,000 1,159,000,000 1,165,000,000 1,164,000,000 1,161,000,000 1,138,000,000 631,000,000 631,000,000 
      acquired intangible assets — net
    7,360,000,000 7,487,000,000 7,615,000,000 7,743,000,000 7,873,000,000 8,003,000,000 8,131,000,000 8,260,000,000 8,390,000,000 8,524,000,000 8,659,000,000 8,789,000,000 8,923,000,000 9,075,000,000 9,227,000,000 9,379,000,000 9,532,000,000 9,686,000,000 9,838,000,000 9,991,000,000 1,258,000,000 1,278,000,000                                
      other assets
    13,395,000,000 13,748,000,000 13,493,000,000 14,031,000,000 17,163,000,000 17,439,000,000 18,052,000,000 17,900,000,000 17,193,000,000 17,290,000,000 16,631,000,000 16,099,000,000 15,320,000,000 13,757,000,000 12,089,000,000 10,318,000,000 11,186,000,000 8,740,000,000 7,870,000,000 7,783,000,000 5,485,000,000 4,889,000,000 4,740,000,000 4,715,000,000 2,872,000,000 2,798,000,000 2,692,000,000 2,046,000,000 1,917,000,000 2,038,000,000 1,571,000,000 1,432,000,000 1,408,000,000 1,292,000,000 1,291,000,000 1,185,000,000 1,174,000,000 966,000,000 882,000,000 856,000,000 780,000,000 740,000,000 770,000,000 758,000,000 787,000,000 813,000,000 775,000,000 767,000,000 783,000,000 818,000,000 774,000,000 957,000,000 958,000,000 
      total assets
    465,255,000,000 458,936,000,000 462,903,000,000 479,843,000,000 466,055,000,000 449,675,000,000 468,784,000,000 493,178,000,000 475,204,000,000 511,505,000,000 535,552,000,000 551,772,000,000 577,563,000,000 637,557,000,000 680,950,000,000 667,270,000,000 607,548,000,000 574,532,000,000 563,457,000,000 549,009,000,000 419,355,000,000 400,484,000,000 370,779,000,000 294,005,000,000 278,987,000,000 276,321,000,000 282,815,000,000 296,482,000,000 261,882,000,000 248,320,000,000 230,714,000,000 220,601,000,000 223,383,000,000 209,337,000,000 198,052,000,000 190,998,000,000 183,718,000,000 170,402,000,000 163,627,000,000 160,169,000,000 143,401,000,000 144,066,000,000 140,211,000,000 135,907,000,000 133,324,000,000 133,637,000,000 117,658,000,000 111,816,000,000 111,482,000,000 108,553,000,000 102,906,000,000 97,572,000,000 94,883,000,000 
      liabilities and stockholders’ equity
                                                         
      bank deposits
    239,057,000,000 233,058,000,000 246,160,000,000 259,121,000,000 246,462,000,000 252,420,000,000 269,460,000,000 289,953,000,000 284,408,000,000 304,414,000,000 325,745,000,000 366,724,000,000 395,715,000,000 442,003,000,000 465,827,000,000 443,778,000,000 395,275,000,000 368,638,000,000 369,898,000,000 358,022,000,000 320,717,000,000 301,566,000,000 277,477,000,000 220,094,000,000 209,327,000,000 208,375,000,000 219,454,000,000 231,423,000,000 199,922,000,000 190,184,000,000 165,263,000,000 162,300,000,000 163,454,000,000 149,630,000,000 137,295,000,000 135,689,000,000 129,502,000,000 119,017,000,000 112,911,000,000 109,503,000,000              
      payables to brokers, dealers, and clearing organizations
    22,407,000,000 18,584,000,000 15,744,000,000 13,336,000,000                     1,736,000,000 4,622,000,000 1,602,000,000 1,831,000,000 3,319,000,000 1,122,000,000 5,427,000,000 1,934,000,000 2,407,000,000 3,497,000,000 3,392,000,000 2,848,000,000 2,588,000,000 2,707,000,000 2,518,000,000 2,410,000,000 1,725,000,000 1,918,000,000 1,207,000,000 2,150,000,000 1,152,000,000 1,068,000,000 1,445,000,000 1,332,000,000 1,219,000,000 1,098,000,000 1,358,000,000 1,356,000,000 1,626,000,000 
      payables to brokerage clients
    115,397,000,000 109,355,000,000 100,579,000,000 101,559,000,000 89,164,000,000 79,966,000,000 84,005,000,000 84,786,000,000 72,818,000,000 84,795,000,000 87,553,000,000 97,438,000,000 110,012,000,000 114,880,000,000 125,307,000,000 125,671,000,000 113,052,000,000 105,012,000,000 101,339,000,000 104,201,000,000 52,006,000,000 50,135,000,000 49,251,000,000 39,220,000,000 35,622,000,000 31,013,000,000 29,701,000,000 32,726,000,000 30,347,000,000 31,088,000,000 31,480,000,000 33,039,000,000 35,894,000,000 32,961,000,000 32,679,000,000 32,282,000,000 33,185,000,000 31,040,000,000 31,480,000,000 31,617,000,000 31,484,000,000 32,308,000,000 34,532,000,000 36,852,000,000 36,888,000,000 40,330,000,000 34,761,000,000 31,833,000,000 36,357,000,000 35,489,000,000 36,595,000,000 33,917,000,000 32,106,000,000 
      accrued expenses and other liabilities
    11,420,000,000 10,808,000,000 11,011,000,000 12,325,000,000 27,579,000,000 16,491,000,000 17,637,000,000 18,400,000,000 16,041,000,000 13,836,000,000 13,220,000,000 13,124,000,000 13,451,000,000 13,699,000,000 15,611,000,000 17,791,000,000 19,249,000,000 21,224,000,000 16,428,000,000 17,094,000,000 7,465,000,000 9,442,000,000 9,259,000,000 5,516,000,000 3,521,000,000 3,567,000,000 3,604,000,000 2,954,000,000 2,408,000,000 2,468,000,000 2,249,000,000 2,021,000,000 2,331,000,000 1,902,000,000 1,820,000,000 1,989,000,000 2,151,000,000 1,549,000,000 1,401,000,000 1,586,000,000 1,433,000,000 1,532,000,000 1,328,000,000 1,210,000,000 1,453,000,000 1,641,000,000 1,455,000,000 1,285,000,000 1,310,000,000 1,397,000,000 1,218,000,000 1,222,000,000 1,400,000,000 
      other short-term borrowings
    6,541,000,000 8,472,000,000 6,927,000,000 5,999,000,000 10,593,000,000 9,996,000,000 8,405,000,000 6,553,000,000 7,550,000,000 7,831,000,000 7,071,000,000                                           
      federal home loan bank borrowings
    850,000,000 9,000,000,000 11,500,000,000 16,700,000,000 22,600,000,000 24,400,000,000 24,000,000,000 26,400,000,000 31,800,000,000 41,000,000,000 45,600,000,000                                           
      long-term debt
    20,199,000,000 20,208,000,000 21,471,000,000 22,428,000,000 22,442,000,000 22,449,000,000 22,865,000,000 26,128,000,000 24,803,000,000 22,482,000,000 20,016,000,000 20,828,000,000 20,844,000,000 21,112,000,000 21,873,000,000 18,914,000,000 19,530,000,000 18,708,000,000 17,698,000,000 13,632,000,000 7,836,000,000 8,526,000,000 8,522,000,000 7,430,000,000 7,427,000,000 7,424,000,000 6,829,000,000 6,878,000,000 5,789,000,000 4,128,000,000 3,268,000,000 3,518,000,000 2,876,000,000 2,876,000,000 2,876,000,000 2,877,000,000 2,890,000,000 2,893,000,000 2,894,000,000 2,895,000,000 1,901,000,000 1,902,000,000 1,904,000,000 1,630,000,000 1,631,000,000 1,632,000,000 1,776,000,000 1,999,000,000 2,000,000,000 2,001,000,000 2,002,000,000 2,004,000,000 2,005,000,000 
      total liabilities
    415,871,000,000 409,485,000,000 413,392,000,000 431,468,000,000 418,840,000,000 405,722,000,000 426,372,000,000 452,220,000,000 437,420,000,000 474,358,000,000 499,205,000,000 515,164,000,000 540,522,000,000 593,044,000,000 632,852,000,000 611,009,000,000 550,106,000,000 517,082,000,000 507,863,000,000 492,949,000,000 388,024,000,000 369,669,000,000 344,509,000,000 272,260,000,000 257,633,000,000 255,001,000,000 261,190,000,000 275,812,000,000 241,785,000,000 228,990,000,000 212,687,000,000 203,112,000,000 206,962,000,000 193,867,000,000 183,062,000,000 176,485,000,000 170,316,000,000 157,206,000,000 151,204,000,000 148,011,000,000 132,231,000,000 133,251,000,000 130,158,000,000 126,187,000,000 123,548,000,000 124,048,000,000 108,193,000,000 102,706,000,000 103,145,000,000 100,839,000,000 95,251,000,000 90,838,000,000 88,396,000,000 
      stockholders’ equity:
                                                         
      preferred stock — .01 par value per share; aggregate liquidation preference of 6,871 and 9,329 at september 30, 2025 and december 31, 2024, respectively
    6,763,000,000                                                     
      common stock — 3 billion shares authorized; .01 par value per share; 2,074,188,875 and 2,023,295,180 shares issued at september 30, 2025 and december 31, 2024, respectively
    21,000,000                                                     
      nonvoting common stock — 300 million shares authorized; .01 par value per share; no shares issued at september 30, 2025 and 50,893,695 shares issued at december 31, 2024
                                                         
      additional paid-in capital
    27,910,000,000 27,813,000,000 27,664,000,000 27,639,000,000 27,548,000,000 27,470,000,000 27,358,000,000 27,330,000,000 27,293,000,000 27,220,000,000 27,136,000,000 27,075,000,000 26,975,000,000 26,918,000,000 26,826,000,000 26,741,000,000 26,755,000,000 26,708,000,000 26,629,000,000 26,515,000,000 4,797,000,000 4,760,000,000 4,714,000,000 4,656,000,000 4,640,000,000 4,599,000,000 4,548,000,000 4,499,000,000 4,447,000,000 4,397,000,000 4,365,000,000 4,336,000,000 4,267,000,000 4,254,000,000 4,223,000,000 4,189,000,000 4,152,000,000 4,160,000,000 4,124,000,000 4,085,000,000 4,012,000,000 3,982,000,000 3,964,000,000 3,932,000,000 3,911,000,000 3,881,000,000 3,890,000,000 3,870,000,000 3,842,000,000 3,826,000,000 3,822,000,000 3,087,000,000 3,061,000,000 
      retained earnings
    42,170,000,000 40,374,000,000 38,882,000,000 37,568,000,000 36,303,000,000 35,458,000,000 34,701,000,000 33,901,000,000 33,429,000,000 32,865,000,000 32,144,000,000 31,066,000,000 29,651,000,000 28,174,000,000 26,895,000,000 25,992,000,000 24,880,000,000 23,809,000,000 23,029,000,000 21,975,000,000 21,261,000,000 20,876,000,000 20,487,000,000 19,960,000,000 19,374,000,000 18,680,000,000 18,017,000,000 17,329,000,000 15,903,000,000 15,222,000,000 13,963,000,000 13,495,000,000 12,649,000,000 12,261,000,000 11,882,000,000 11,567,000,000 11,253,000,000 10,952,000,000 10,664,000,000 10,412,000,000 9,715,000,000 9,492,000,000 9,034,000,000 8,830,000,000 8,674,000,000 8,554,000,000 8,442,000,000 8,280,000,000 8,097,000,000 7,978,000,000 7,892,000,000 7,745,000,000 7,580,000,000 
      treasury stock
    -15,682,000,000 -12,929,000,000 -12,626,000,000 -11,196,000,000 -11,230,000,000 -11,251,000,000 -11,283,000,000 -11,354,000,000 -11,398,000,000 -11,420,000,000 -11,455,000,000 -8,639,000,000 -6,751,000,000 -5,272,000,000 -5,293,000,000 -5,338,000,000 -5,421,000,000 -5,450,000,000 -5,502,000,000 -5,578,000,000 -5,691,000,000 -5,710,000,000 -5,734,000,000 -5,767,000,000 -5,612,000,000 -4,866,000,000 -3,677,000,000 -3,714,000,000 -2,783,000,000 -2,837,000,000               -3,990,000,000 -4,024,000,000 -4,058,000,000 -4,072,000,000 -4,087,000,000 -4,113,000,000 -4,130,000,000 -4,157,000,000 -4,202,000,000 
      accumulated other comprehensive income
    -11,798,000,000 -12,591,000,000 -13,621,000,000 -14,848,000,000 -14,618,000,000 -16,936,000,000 -17,576,000,000 -18,131,000,000 -20,752,000,000 -20,730,000,000 -20,690,000,000 -22,621,000,000 -23,152,000,000 -16,022,000,000 -11,045,000,000 -1,109,000,000 1,253,000,000 2,408,000,000 878,000,000 5,394,000,000 5,686,000,000 5,611,000,000 3,995,000,000 88,000,000 144,000,000 99,000,000 -71,000,000 -252,000,000 -278,000,000 -260,000,000 -106,000,000 -112,000,000 -163,000,000 31,000,000 -17,000,000 -120,000,000 -134,000,000 19,000,000 174,000,000 231,000,000 186,000,000 108,000,000 46,000,000 3,000,000 300,000,000 298,000,000 312,000,000 154,000,000 76,000,000 8,000,000 56,000,000 45,000,000 34,000,000 
      total stockholders’ equity
    49,384,000,000 49,451,000,000 49,511,000,000 48,375,000,000 47,215,000,000 43,953,000,000 42,412,000,000 40,958,000,000 37,784,000,000 37,147,000,000 36,347,000,000 36,608,000,000 37,041,000,000 44,513,000,000 48,098,000,000 56,261,000,000 57,442,000,000 57,450,000,000 55,594,000,000 56,060,000,000 31,331,000,000 30,815,000,000 26,270,000,000 21,745,000,000 21,354,000,000 21,320,000,000 21,625,000,000 20,670,000,000 20,097,000,000 19,330,000,000 18,027,000,000 17,489,000,000 16,421,000,000 15,470,000,000 14,990,000,000 14,513,000,000 13,402,000,000 13,196,000,000 12,423,000,000 12,158,000,000 11,170,000,000 10,815,000,000 10,053,000,000 9,720,000,000 9,776,000,000 9,589,000,000 9,465,000,000 9,110,000,000 8,337,000,000 7,714,000,000 7,655,000,000 6,734,000,000 6,487,000,000 
      total liabilities and stockholders’ equity
    465,255,000,000 458,936,000,000 462,903,000,000 479,843,000,000 466,055,000,000 449,675,000,000 468,784,000,000 493,178,000,000 475,204,000,000 511,505,000,000 535,552,000,000 551,772,000,000 577,563,000,000 637,557,000,000 680,950,000,000 667,270,000,000 607,548,000,000 574,532,000,000 563,457,000,000 549,009,000,000 419,355,000,000 400,484,000,000 370,779,000,000 294,005,000,000 278,987,000,000 276,321,000,000 282,815,000,000 296,482,000,000 261,882,000,000 248,320,000,000 230,714,000,000 220,601,000,000 223,383,000,000 209,337,000,000 198,052,000,000 190,998,000,000 183,718,000,000 170,402,000,000 163,627,000,000 160,169,000,000 143,401,000,000 144,066,000,000 140,211,000,000 135,907,000,000 133,324,000,000 133,637,000,000 117,658,000,000 111,816,000,000 111,482,000,000 108,553,000,000 102,906,000,000 97,572,000,000 94,883,000,000 
      preferred stock — .01 par value per share; aggregate liquidation preference of 6,871 and 9,329 at june 30, 2025 and december 31, 2024, respectively
     6,763,000,000                                                    
      common stock — 3 billion shares authorized; .01 par value per share; 2,074,188,875 and 2,023,295,180 shares issued at june 30, 2025 and december 31, 2024, respectively
     21,000,000                                                    
      nonvoting common stock — 300 million shares authorized; .01 par value per share; no shares issued at june 30, 2025 and 50,893,695 shares issued at december 31, 2024
                                                         
      preferred stock — .01 par value per share; aggregate liquidation preference of 9,329 at march 31, 2025 and december 31, 2024
      9,191,000,000                                                   
      common stock — 3 billion shares authorized; .01 par value per share; 2,074,188,875 and 2,023,295,180 shares issued at march 31, 2025 and december 31, 2024, respectively
      21,000,000                                                   
      nonvoting common stock — 300 million shares authorized; .01 par value per share; no shares issued at march 31, 2025 and 50,893,695 shares issued at december 31, 2024
                                                         
      preferred stock — .01 par value per share; aggregate liquidation preference of 9,329 at december 31, 2024 and 2023
       9,191,000,000                                                  
      common stock — 3 billion shares authorized; .01 par value per share; 2,023,295,180 shares issued at december 31, 2024 and 2023
       20,000,000                                                  
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 50,893,695 shares issued at december 31, 2024 and 2023
       1,000,000                                                  
      preferred stock — .01 par value per share; aggregate liquidation preference of 9,329 at september 30, 2024 and december 31, 2023
        9,191,000,000                                                 
      common stock — 3 billion shares authorized; .01 par value per share; 2,023,295,180 shares issued at september 30, 2024 and december 31, 2023
        20,000,000                                                 
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 50,893,695 shares issued at september 30, 2024 and december 31, 2023
        1,000,000                                                 
      preferred stock — .01 par value per share; aggregate liquidation preference of 9,329 at june 30, 2024 and december 31, 2023
         9,191,000,000                                                
      common stock — 3 billion shares authorized; .01 par value per share; 2,023,295,180 shares issued at june 30, 2024 and december 31, 2023
         20,000,000                                                
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 50,893,695 shares issued at june 30, 2024 and december 31, 2023
         1,000,000                                                
      preferred stock — .01 par value per share; aggregate liquidation preference of 9,329 at march 31, 2024 and december 31, 2023
          9,191,000,000                                               
      common stock — 3 billion shares authorized; .01 par value per share; 2,023,295,180 shares issued at march 31, 2024 and december 31, 2023
          20,000,000                                               
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 50,893,695 shares issued at march 31, 2024 and december 31, 2023
          1,000,000                                               
      preferred stock — .01 par value per share; aggregate liquidation preference of 9,329 and 9,850 at december 31, 2023 and 2022, respectively
           9,191,000,000                                              
      common stock — 3 billion shares authorized; .01 par value per share; 2,023,295,180 shares issued at december 31, 2023 and 2022
           20,000,000                                              
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 50,893,695 shares issued at december 31, 2023 and 2022
           1,000,000                                              
      preferred stock — .01 par value per share; aggregate liquidation preference of 9,329 and 9,850 at september 30, 2023 and december 31, 2022, respectively
            9,191,000,000                                             
      common stock — 3 billion shares authorized; .01 par value per share; 2,023,295,180 shares issued at september 30, 2023 and december 31, 2022
            20,000,000                                             
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 50,893,695 shares issued at september 30, 2023 and december 31, 2022
            1,000,000                                             
      preferred stock — .01 par value per share; aggregate liquidation preference of 9,328 and 9,850 at june 30, 2023 and december 31, 2022, respectively
             9,191,000,000                                            
      common stock — 3 billion shares authorized; .01 par value per share; 2,023,295,180 shares issued at june 30, 2023 and december 31, 2022
             20,000,000                                            
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 50,893,695 shares issued at june 30, 2023 and december 31, 2022
             1,000,000                                            
      preferred stock — .01 par value per share; aggregate liquidation preference of 9,502 and 9,850 at march 31, 2023 and december 31, 2022, respectively
              9,191,000,000                                           
      common stock — 3 billion shares authorized; .01 par value per share; 2,023,295,180 shares issued at march 31, 2023 and december 31, 2022
              20,000,000                                           
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 50,893,695 shares issued at march 31, 2023 and december 31, 2022
              1,000,000                                           
      short-term borrowings
               17,050,000,000 500,000,000 1,350,000,000 4,234,000,000 4,855,000,000 3,000,000,000 3,500,000,000 2,500,000,000            5,000,000,000 300,000,000  3,001,000,000 5,000,000,000 800,000,000                  
      preferred stock — .01 par value per share; aggregate liquidation preference of 9,850 and 10,100 at december 31, 2022 and 2021, respectively
               9,706,000,000                                          
      common stock — 3 billion shares authorized; .01 par value per share; 2,023,295,180 and 1,994,895,180 shares issued at december 31, 2022 and 2021, respectively
               20,000,000                                          
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 50,893,695 and 79,293,695 shares issued at december 31, 2022 and 2021, respectively
               1,000,000                                          
      preferred stock — .01 par value per share; aggregate liquidation preference of 10,450 and 10,100 at september 30, 2022 and december 31, 2021, respectively
                10,297,000,000                                         
      common stock — 3 billion shares authorized; .01 par value per share; 2,023,295,180 and 1,994,895,180 shares issued at september 30, 2022 and december 31, 2021, respectively
                20,000,000                                         
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 50,893,695 and 79,293,695 shares issued at september 30, 2022 and december 31, 2021, respectively
                1,000,000                                         
      preferred stock — .01 par value per share; aggregate liquidation preference of 10,850 and 10,100 at june 30, 2022 and december 31, 2021, respectively
                 10,694,000,000                                        
      common stock — 3 billion shares authorized; .01 par value per share; 1,994,895,180 shares issued at june 30, 2022 and december 31, 2021
                 20,000,000                                        
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 79,293,695 shares issued at june 30, 2022 and december 31, 2021
                 1,000,000                                        
      preferred stock — .01 par value per share; aggregate liquidation preference of 10,850 and 10,100 at march 31, 2022 and december 31, 2021, respectively
                  10,694,000,000                                       
      common stock — 3 billion shares authorized; .01 par value per share; 1,994,895,180 shares issued at march 31, 2022 and december 31, 2021
                  20,000,000                                       
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 79,293,695 shares issued at march 31, 2022 and december 31, 2021
                  1,000,000                                       
      preferred stock — .01 par value per share; aggregate liquidation preference of 10,100 and 7,850 at december 31, 2021 and 2020, respectively
                   9,954,000,000                                      
      common stock — 3 billion shares authorized; .01 par value per share; 1,994,895,180 shares issued at december 31, 2021 and 2020
                   20,000,000                                      
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 79,293,695 shares issued at december 31, 2021 and 2020
                   1,000,000                                      
      preferred stock — .01 par value per share; aggregate liquidation preference of 10,100 and 7,850 at september 30, 2021 and december 31, 2020, respectively
                    9,954,000,000                                     
      common stock — 3 billion shares authorized; .01 par value per share; 1,994,895,180 shares issued at september 30, 2021 and december 31, 2020
                    20,000,000                                     
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 79,293,695 shares issued at september 30, 2021 and december 31, 2020
                    1,000,000                                     
      preferred stock — .01 par value per share; aggregate liquidation preference of 10,100 and 7,850 at june 30, 2021 and december 31, 2020, respectively
                     9,954,000,000                                    
      common stock — 3 billion shares authorized; .01 par value per share; 1,994,895,180 shares issued at june 30, 2021 and december 31, 2020
                     20,000,000                                    
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 79,293,695 shares issued at june 30, 2021 and december 31, 2020
                     1,000,000                                    
      preferred stock — .01 par value per share; aggregate liquidation preference of 10,700 and 7,850 at march 31, 2021 and december 31, 2020, respectively
                      10,539,000,000                                   
      common stock — 3 billion shares authorized; .01 par value per share; 1,994,895,180 shares issued at march 31, 2021 and december 31, 2020
                      20,000,000                                   
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 79,293,695 shares issued at march 31, 2021 and december 31, 2020
                      1,000,000                                   
      preferred stock — .01 par value per share; aggregate liquidation preference of 7,850 and 2,850 at december 31, 2020 and 2019, respectively
                       7,733,000,000                                  
      common stock — 3 billion shares authorized; .01 par value per share; 1,994,895,180 and 1,487,543,446 shares issued at december 31, 2020 and 2019, respectively
                       20,000,000                                  
      nonvoting common stock — 300 million shares authorized; .01 par value per share; 79,293,695 shares issued
                       1,000,000                                  
      preferred stock — .01 par value per share; aggregate liquidation preference of 5,350 and 2,850 at september 30, 2020 and december 31, 2019, respectively
                        5,263,000,000                                 
      common stock — 3 billion shares authorized; .01 par value per share; 1,487,543,446 shares issued
                        15,000,000 15,000,000 15,000,000 15,000,000 15,000,000 15,000,000 15,000,000 15,000,000 15,000,000 15,000,000               15,000,000 15,000,000 15,000,000 15,000,000 15,000,000     
      preferred stock — .01 par value per share; aggregate liquidation preference of 5,350 and 2,850 at june 30, 2020 and december 31, 2019, respectively
                         5,263,000,000                                
      preferred stock — .01 par value per share; aggregate liquidation preference of 2,850
                          2,793,000,000 2,793,000,000 2,793,000,000 2,793,000,000 2,793,000,000 2,793,000,000                          
      other securities owned — at fair value
                            497,000,000 538,000,000 521,000,000 539,000,000 525,000,000 500,000,000 427,000,000 460,000,000 449,000,000 858,000,000 525,000,000 485,000,000 533,000,000 470,000,000 611,000,000 657,000,000 583,000,000 456,000,000 482,000,000 488,000,000 545,000,000 636,000,000 513,000,000 425,000,000 456,000,000 593,000,000 448,000,000 410,000,000 386,000,000 
      intangible assets — net
                                93,000,000 101,000,000 115,000,000 125,000,000 144,000,000 154,000,000 163,000,000 172,000,000 181,000,000 192,000,000 204,000,000 216,000,000 244,000,000 255,000,000 278,000,000 290,000,000 302,000,000 319,000,000 292,000,000 304,000,000 316,000,000 326,000,000 332,000,000   
      preferred stock — .01 par value per share; aggregate liquidation preference of 2,850 at june 30, 2018 and december 31, 2017
                                2,793,000,000                         
      preferred stock — .01 par value per share; aggregate liquidation preference of 2,850 at march 31, 2018 and december 31, 2017
                                 2,793,000,000                        
      (including resale agreements of 7,247 at september 30, 2017 and 9,547
                                                         
      at december 31, 2016)
                                  15,933,000,000 18,483,000,000                      
      held to maturity securities (fair value — 114,332 at september 30, 2017 and
                                                         
      74,444 at december 31, 2016)
                                  114,376,000,000 107,610,000,000                      
      preferred stock — .01 par value per share; aggregate liquidation preference
                                                         
      of 2,835 at september 30, 2017 and december 31, 2016
                                  2,783,000,000                       
      common stock — 3 billion shares authorized; .01 par value per share; 1,487,543,446
                                                         
      shares issued
                                  15,000,000 15,000,000                      
      154,793,560 shares at december 31, 2016
                                  -2,993,000,000 -3,028,000,000                      
      (including resale agreements of 7,588 at june 30, 2017 and 9,547
                                                         
      held to maturity securities (fair value — 107,446 at june 30, 2017 and
                                                         
      of 2,835 at june 30, 2017 and december 31, 2016
                                   2,783,000,000                      
      (including resale agreements of 9,547 and 8,088 at december 31, 2016
                                                         
      and 2015, respectively)
                                    22,174,000,000                     
      held to maturity securities (fair value — 74,444 and 50,088 at december 31,
                                                         
      2016 and 2015, respectively)
                                    75,203,000,000                     
      of 2,835 and 1,485 at december 31, 2016 and 2015, respectively
                                    2,783,000,000                     
      common stock — 3 billion shares authorized; .01 par value per share;
                                                         
      1,487,543,446 shares issued
                                    15,000,000 15,000,000 15,000,000 15,000,000 15,000,000 15,000,000 15,000,000 15,000,000 15,000,000 15,000,000 15,000,000 15,000,000          
      at december 31, 2016 and 2015, respectively
                                    -3,130,000,000                     
      (including resale agreements of 9,425 at september 30, 2016 and 8,088
                                                         
      at december 31, 2015)
                                     20,077,000,000 18,593,000,000 20,260,000,000                  
      securities available for sale
                                     75,791,000,000 74,228,000,000 71,516,000,000 65,646,000,000 66,354,000,000 63,415,000,000 61,366,000,000 53,203,000,000 53,080,000,000 51,865,000,000 48,414,000,000 48,809,000,000 46,123,000,000 42,448,000,000 40,049,000,000 37,818,000,000 33,965,000,000 28,962,000,000 27,208,000,000 26,046,000,000 
      securities held to maturity (fair value — 67,843 at september 30, 2016 and
                                                         
      50,088 at december 31, 2015)
                                     66,056,000,000 55,307,000,000 53,054,000,000                  
      of 2,235 at september 30, 2016 and 1,485 at december 31, 2015
                                     2,192,000,000                    
      167,205,881 shares at december 31, 2015
                                     -3,283,000,000 -3,302,000,000 -3,324,000,000                  
      (including resale agreements of 7,270 at june 30, 2016 and 8,088
                                                         
      securities held to maturity (fair value — 57,195 at june 30, 2016 and
                                                         
      of 2,235 at june 30, 2016 and 1,485 at december 31, 2015
                                      2,189,000,000                   
      (including resale agreements of 8,263 at march 31, 2016 and 8,088
                                                         
      securities held to maturity (fair value — 54,358 at march 31, 2016 and
                                                         
      of 2,235 at march 31, 2016 and 1,485 at december 31, 2015
                                       2,186,000,000                  
      (including resale agreements of 8,088 and 10,186 at december 31, 2015
                                                         
      and 2014, respectively)
                                        19,598,000,000                 
      securities held to maturity (fair value — 50,088 and 34,743 at december 31,
                                                         
      2015 and 2014, respectively)
                                        50,007,000,000                 
      of 1,485 and 885 at december 31, 2015 and 2014, respectively
                                        1,459,000,000                 
      at december 31, 2015 and 2014, respectively
                                        -3,343,000,000                 
      (including resale agreements of 7,852 at september 30, 2015 and 10,186
                                                         
      at december 31, 2014)
                                         17,243,000,000 17,884,000,000 19,384,000,000              
      securities held to maturity (fair value — 41,297 at september 30, 2015 and
                                                         
      34,743 at december 31, 2014)
                                         40,534,000,000 37,747,000,000 36,321,000,000              
      of 1,485 at september 30, 2015 and 885 at december 31, 2014
                                         1,457,000,000                
      176,821,202 shares at december 31, 2014
                                         -3,407,000,000 -3,428,000,000 -3,458,000,000              
      (including resale agreements of 8,422 at june 30, 2015 and 10,186
                                                         
      securities held to maturity (fair value — 37,979 at june 30, 2015 and
                                                         
      preferred stock — .01 par value per share; aggregate liquidation
                                                         
      preference of 885
                                          874,000,000 873,000,000 871,000,000 870,000,000            
      (including resale agreements of 9,806 at march 31, 2015 and 10,186
                                                         
      securities held to maturity (fair value — 37,110 at march 31, 2015 and
                                                         
      (including resale agreements of 10,440 at june 30, 2014 and 14,016
                                                         
      at december 31, 2013)
                                            19,093,000,000 20,548,000,000            
      securities held to maturity (fair value — 32,647 at june 30, 2014 and
                                                         
      29,490 at december 31, 2013)
                                            32,495,000,000 32,123,000,000            
      loans to banking clients — net
                                            12,869,000,000 12,591,000,000 12,115,000,000 11,732,000,000 11,300,000,000 10,726,000,000 10,102,000,000 9,837,000,000 9,760,000,000 9,812,000,000 9,700,000,000 9,471,000,000 9,130,000,000 
      deposits from banking clients
                                            95,688,000,000 95,591,000,000 91,187,000,000 84,345,000,000 82,424,000,000 79,377,000,000 68,756,000,000 66,257,000,000 62,259,000,000 60,854,000,000 54,078,000,000 52,339,000,000 51,259,000,000 
      190,657,263 shares at december 31, 2013
                                            -3,629,000,000 -3,652,000,000            
      (including resale agreements of 11,776 at march 31, 2014 and 14,016
                                                         
      securities held to maturity (fair value — 31,669 at march 31, 2014 and
                                                         
      (including resale agreements of 13,461 at september 30, 2013 and 19,325
                                                         
      at december 31, 2012)
                                              23,520,000,000 27,011,000,000          
      securities held to maturity (fair value — 27,717 at september 30, 2013 and
                                                         
      18,732 at december 31, 2012)
                                              28,219,000,000 25,818,000,000          
      preferred stock — .01 par value per share; aggregated liquidation
                                                         
      preference of 885 at both september 30, 2013 and december 31, 2012
                                              868,000,000           
      210,014,305 shares at december 31, 2012
                                              -3,874,000,000 -3,927,000,000          
      (including resale agreements of 18,214 at june 30, 2013 and 19,325
                                                         
      securities held to maturity (fair value — 25,288 at june 30, 2013 and
                                                         
      preference of 885 at both june 30, 2013 and december 31, 2012
                                               867,000,000          
      securities held to maturity
                                                22,920,000,000 18,194,000,000 15,612,000,000 15,506,000,000 14,955,000,000 15,108,000,000 15,775,000,000 15,799,000,000 16,646,000,000 
      preferred stock — .01 par value per share; aggregated liquidation preference of 885 at both march 31, 2013 and december 31, 2012
                                                866,000,000         
      loans held for sale
                                                   2,000,000 52,000,000 70,000,000 84,000,000 49,000,000 34,000,000 
      preferred stock — .01 par value per share; aggregate liquidation preference of 885 and 0 at december 31, 2012 and 2011, respectively
                                                 865,000,000        
      preferred stock — .01 par value per share; aggregate liquidation preference of 885 at september 30, 2012 and 0 at december 31, 2011
                                                  864,000,000       
      preferred stock — .01 par value per share; aggregate liquidation preference of 885 at june 30, 2012 and 0 at december 31, 2011
                                                   863,000,000      
      preferred stock — .01 par value per share; total liquidation preference of 400 at march 31, 2012 and 0 at december 31, 2011
                                                    394,000,000     
      preferred stock — 9,940,000 shares authorized; .01 par value per share; none issued
                                                         
      common stock — 3 billion shares authorized; .01 par value per share; 1,487,543,446 shares and 1,428,604,522 shares issued at december 31, 2011 and 2010, respectively
                                                     15,000,000    
      common stock — 3 billion shares authorized; .01 par value per share; 1,487,543,446 shares issued at september 30, 2011 and 1,428,604,522 shares issued at december 31, 2010
                                                      15,000,000   
      common stock — 3 billion shares authorized; .01 par value per share; 1,428,604,522 shares issued
                                                       14,000,000 14,000,000 
    The information provided in this report is taken from www.sec.gov and many other data providers. While we have conducted our best efforts to ensure that the parsed data is accurate, we cannot guarantee its accuracy. Please use caution and understand that any consequences of its use are your own responsibility.